There are three main pillars to our “CRM Consultant-Coach” Methods:
Our thoughtful tailored approach embracing strategy, structure, process and capacity
Our diverse CX experience and depth of commitment to each of our clients
Our “step by step” program milestones based upon short term objectives and long term goals
Consulting skills are important for any CRM sales support professional. However, coaching is also a vital component when it comes to driving change in a sales force. Without both of these leveraging components, traditional approaches are not enough to generate real results.
We have come to realize that CRM results and quality at scale is complicated. First comes dealing with the more sophisticated technology. Then comes helping the people use the tools to optimize their performance. CXAM encourages mentoring among senior producers and the less experienced.
Our programs and tailored proposals are based upon solid fundamentals:
- Consulting and Coaching – this includes analysis, planning, assessing, building relationships based on collaboration, trust, motivation, and more.
- Focus on Key Areas – a comprehensive look at specific areas of a sales person’s experience driving his/her potential to grow and achieve long-term success.
- Knowledge, Skills, Attitudes and Beliefs (KSABs) – our consultant coaches are armed with specific tools and strategies to address these KSAB areas thoughtfully.
Our teams are trained to lead by example rather than serve purely as analysts or advisors .
Finally, strategic planning and sales process analysis are often overlooked when implementing a CRM consulting based coaching program. It’s not just the consultant-coaches and training that make a difference. Developing systems and strategies to determine at any given time which team or sales person a consultant coach should reach out to, why they should reach out, how often and via what modality are all essential.