CRM Coach – Uncover Your CRM’s Untapped Potential

Cut through the clutter in your CRM to see how your business is really performing with the CRM Coach program. Our custom reporting combined with an experienced CRM Advisor and regular mystery shops give you fast and actionable insight into status of your sales department. We provide the data and advice your company needs to improve your closing ratio. With CRM Coach, you’ll get:

  • Weekly coaching from an expert CRM Advisor on how to drive appointments and convert more leads to sales.
  • Monthly executive consultation – to review goals and KPI.
  • Monthly mystery shops – see what your customers see and hold your staff accountable for following the sales process.
  • Monthly sales call mystery shop reviewed.
  • Red/Green alert notifications.

Contact us now and start maximizing your digital opportunities with Opportunity Max!

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