Sales Process Optimization
Optimize Your Sales Pipeline and Close More Deals
Stop losing deals to a messy sales process. We analyze, map, and optimize your entire sales engine, from lead qualification to deal close, so your reps sell more, your pipeline moves faster, and you hit your revenue targets with predictability. We don't just give advice. We implement a custom, end-to-end sales engine that eliminates bottlenecks, clarifies handoffs, and gives your team the exact playbooks and tools they need to win.
What We Do
We partner with your team to build a sales engine that just works. Here are some of the key areas we optimize:
- 1Comprehensive Sales Process AuditWe go beyond simple analysis. We conduct a deep, end-to-end audit of your entire sales engine (from initial lead engagement to deal close) to pinpoint every bottleneck, undefined step, and missed opportunity.
- 2CRM Implementation & OptimizationA great process needs a great tool. We audit your current CRM or help you select and implement the right one, configuring it with precise pipelines, properties, and automations to support your new sales strategy.
- 3Lead Scoring & RoutingWe build a system that works for your team. We create a data-driven model to score incoming leads, ensuring that high-value opportunities are routed to the right rep instantly, so nothing falls through the cracks.
- 4Reporting & ForecastingWe give you the numbers you can trust. We design and implement custom dashboards for real-time visibility into your pipeline health, win rates, and rep performance, so you can make data-driven decisions and forecast revenue with confidence.
- 5Sales & Event SupportWe extend your sales process to real-world events. We help you plan and execute your sales presence at conferences and trade shows, from pre-event outreach to post-event follow-up, ensuring you maximize ROI from every meeting.
- 6Sales Talent RecruitmentHiring great reps is hard. We help you define the ideal candidate profile for your sales roles and optimize your recruitment process, helping you build a high-performing sales team that fits your unique culture and goals.
Your Toughest Sales Challenges
Losing Deals to a Messy Process?
Your deals stall, reps don't know the next step, and inconsistent follow-up is costing you money. We Fix It: We design a clear, repeatable process with defined stages, ownership, and automated triggers that keep every deal moving forward.
Wasting Time on Manual Data Entry?
Your CRM, outreach tool, and marketing platform don't talk to each other. Reps waste hours on manual tasks instead of selling. We Fix It: We unify your tech stack, automate data flow, and integrate tools so your team has a single, complete view of every prospect.
Inaccurate Forecasts and Guesswork?
You can't reliably predict revenue. Your sales pipeline is a black box, and your dashboards don't reflect reality. We Fix It: We build a data model and reporting dashboards you can trust, giving you real-time visibility into deal health, win rates, and pipeline velocity.
Sales Reps Struggling to Perform?
Your best reps are overworked, while others struggle with an undefined process. Leads are misqualified or lost completely. We Fix It: We implement a system of lead scoring and automated routing to ensure every lead gets the right attention, and we give your reps a clear playbook to follow.
Why Optimize Your Sales Process?
- Increase Revenue & ProfitabilityA clear, predictable sales process helps your team close more deals, shorten the sales cycle, and increase overall revenue and profitability.
- Boost Rep ProductivityEliminate manual tasks, clarify next steps, and give your team the tools to focus on what they do best: selling.
- Accelerate Your Sales CycleClear, automated handoffs and defined stages get your deals from qualified lead to closed-won faster.
- Increase Forecasting AccuracyBuild a predictable revenue engine based on real-time data, not guesswork. Know exactly where your business is going.
- Scale with ConfidenceA repeatable, documented sales process means you can onboard new reps faster and grow your team without the chaos.
Why Heveli
- Practitioner-LedWe're not just consultants. Our team has built and scaled sales engines at B2B SaaS companies, including an $80M ARR business. We know what works in the real world and what's just theory.
- We Deliver Outcomes, Not Just PresentationsOur focus is on implementation. We don't just hand you a strategy and leave; we partner with you to build and automate the entire process, ensuring every change drives measurable results.
- Adoption-First RolloutWe know a new process is useless if your team won't use it. We embed change management into every project, working directly with your sales reps to build a system they understand and own from day one.
Our Approach & What to Expect
- 1Discovery AuditWe get to the core of your sales challenges. We'll interview your team, audit your current tech stack, and map your existing workflows to find the gaps.
- 2Design & StrategyWe build a custom blueprint for your sales process, including pipeline stages, lead scoring logic, automated handoffs, and your new tech stack.
- 3Implementation & AutomationWe configure your CRM, connect all your tools, build custom dashboards, and automate the manual work that's slowing you down.
- 4Training & EnablementWe run hands-on workshops with your sales team, give them simple playbooks, and provide ongoing support to ensure 100% adoption and long-term success.
What Happens Next
- 1Audit CallWe dig into your current sales engine to pinpoint bottlenecks, undefined processes, and missed opportunities.
- 2KickoffWe draft your project roadmap, set clear milestones, and assign owners.
- 3ImplementationWe build your new sales process, configure your tools, and train your team.
- 4OptimizationWe launch, monitor performance, and refine the process to ensure peak performance.
