This is an extract from our standard proposal on CRM Adoption. Sharing it simply because we take pride in our work.

1. Revamp your Sales OS(OS = Operating System)
Adopt CRM . Sleep Better
<Company Name>

2. “Are we going to meet our revenue targets this quarter?”
The absence of reliable data on leading indicators of sales makes
predicting revenue difficult. It causes anxiety.
Our mission is to help you sleep better. We do this by helping you
get access to reliable data and predict revenue better.
Let’s see how we help you predict revenue better
This question gives CEOs, VP Sales and Investors sleepless nights
REVAMP YOUR SALES OS. ADOPT CRM. SLEEP BETTER

3. We empower your team with a simple CRM system
This system traces the customer’s journey with your
business. The leading indicators of your business become
fully visible to the entire business. You can then
predict sales more accurately.
More importantly, you can course correct if the forecast
is less than expected.
In short, a CRM helps you revamp your company’s sales OS
(operating system)
Let’s see how we help you do this revamp
REVAMP YOUR SALES OS. ADOPT CRM. SLEEP BETTER

4. Install, adopt and achieve with crm
We help you evaluate, purchase and configure a CRM system that is
best suited to your business and its stage of growth
We train your sales team to adopt the system and use it as their
“personal assistant”
We help the leadership team interpret the funnel and take
important decisions that help you achieve your revenue goals
install
adopt
achieve
Wait a sec. It’s not all rosy. There are challenges.
REVAMP YOUR SALES OS. ADOPT CRM. SLEEP BETTER

5. Challenges in crm adoption
Selecting the right CRM for the stage of your company
Integrating inbound calls and lead capture forms into the system
Designing stages of the pipeline and responsibilities
Resistance to software adoption
Fear of surveillance
Discipline of updating CRM
Rules of stage movement
Using dashboards correctly
Deciding actionable steps for course correction
Finding business insights from the data
install
adopt
achieve
We know how to address these challenges
REVAMP YOUR SALES OS. ADOPT CRM. SLEEP BETTER

6. We understand the reasons behind these challenges
We understand the technicalities of installing and operating a CRM
We are experienced sales professionals who have lead and run sales
teams ourselves. We understand sales team behaviours at frontline and
management levels. And we know how to implement habit changing
behaviour using principles of human centred design and visual
management
We understand the typical decisions that CEOs and sales leaders take
on a daily, weekly, monthly and annual basis. We help leaders take
data driven decisions using a CRM
install
adopt
achieve
we did a diagnostic at ___ and here’s what we found
REVAMP YOUR SALES OS. ADOPT CRM. SLEEP BETTER

7. Our understanding of ___’s sales challenges
Since all leads are not captured in a system, that makes it difficult to trace a
customer’s journey. When fully traced, the right sales actions and follow-ups can
be taken at the appropriate time and mistakes avoided
Leads are captured from various sources. Each source represents a different lead
quality and hence potential. Identifying this potential can help prioritize the
“best fit” leads
Since multiple stakeholders are involved in acquiring a customer, ownership lines
can become blurred. There’s a risk of hurting customer experience. A CRM solves
that by clean lead assignment
We filled an inquiry form on ___ on 17th June and didn’t receive a response till
21st June. A CRM can help reduce such occurrences
traceability
Lead fit
ownership
Which CRM is most appropriate for ___?
Turnaround time
Based on the diagnostic
REVAMP YOUR SALES OS. ADOPT CRM. SLEEP BETTER

8. pipedrive
Simpler interface relative to other CRMs
Suited for small sales teams
Suited ideally for customer acquisition
Good for short cycle-time sales which require
follow-up
Recommended for first time CRM users
Monthly subscription option available, pricing
plans -> https://www.pipedrive.com/en/plans
So what’s the plan?
REVAMP YOUR SALES OS. ADOPT CRM. SLEEP BETTER

9. install adopt achieve
Purchase pipedrive
subscription
Configure company settings
Pipeline stage design
Deal Fields creation
Product List creation
Rules of allocation,
duplication checks
Inbound call integration
Web form integration
Adoption training for central
+ on site sales team and
community manager
Leadership team adoption
training
Activity tracking
Troubleshooting
Data-driven reviews
Visual management
Establishing sales review
cadence
Top, middle and bottom of the
funnel insights
Sales team performance
management
OUTCOME ↓
Sales OS 2.0
On critical path
REVAMP YOUR SALES OS. ADOPT CRM. SLEEP BETTER
Week 1-2 Week 2-6 Week 4-8
Detailed Project Plan will be shared during project kick-off

10. We’ll need you to own the following:
● Timely and scientific GOAL SETTING roll-out
● CHANGE MANAGEMENT and its communication
(we’ll co-own this)
● PEOPLE PERFORMANCE
● Cost of TOOLS
We’ll also need:
● A good internet connection for upto 2 people
● Technical Support (for API integration, etc)
We’ll need some help from you along the way

11. At this point, you’re likely to have some questions.
We’re all ears.
sengupta.saurabh@gmail.com
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