Professional Sales and CRM Consulting
About US.With over 10 years of experience in sales and business efficiencies, we understand your frustrations with cumbersome workflows and poor quality data. It is our goal to help clients improve productivity by just utilizing the technology they already have. We specialize in Saleforce setup, current system evaluation, implementation, customized workflows, sales process creation, engagement, and more.
Understanding
Why us?
Our understanding comes from years of experience in many different areas of a business from the Sales Professional to the Executive team. Our goal is to analyze the entire business model and needs to formulate systems and improvement that drive success. We have a variety of different Solutions and Services to accommodate our clients.
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29% Potential Increase in Sales Revenue when Utilizing CRM
%
65% of Organizations rate a CRM as a huge positive impact on their business
Salesforce Certified Administrator
From Our Founder
About Us.
After over 10 years of personally experiencing inefficiency and poor workflow design in multiple CRM systems, the negative impact on the success rate of Sales Professionals as well as the lack of accurate data to guide the Organization was alarming. I have a skill and passion for aligning the every day human task and needs of an organization with technology to create speed, accuracy, and results. Technology can be a valuable tool in the growth of your business but only when it is fully utilized and working for you instead of against you. Our goal at Next Level Sales Effectiveness is to evaluate, consult, create, and implement systems and processes that take our clients to the Next Level in their business.
Jennifer Perocchi
Consultant and Certified Salesforce Administrator
What We Do Best
Strategize & Advise
We aim to learn about your current business structure and your goals to better plan for success.
Implementation
Hands on implementation that can include planning, set-up, and engagement.
Customization
Salesforce configuration for new users or existing users to increase productivity and data quality.
Engagement & Training
We assist in compliance by utilizing our resources to create and implement training content.
Salesforce Administrator
Short and long term contracts and packages available for clients that have a current Salesforce need.
Resources & Content
Custom Salesforce training and content creation based on our discovery and assessment.