To elevate your sales organization, a reliable and repeatable sales process is key. It’s the cornerstone for boosting revenue and scaling your business effectively.
For many companies, the fastest route is hiring a Close CRM consultant. This expert can quickly strengthen your team, establish a well-structured sales process within the Close CRM platform, and turn your sales reps into high achievers.
Considering bringing a Close CRM consultant on board? Here's what you need to know:
- What a Close CRM consultant brings to the table
- 5 essential steps to take before you start your search
A Close CRM consultant partners with your sales team to improve critical outcomes, such as outreach efficiency, revenue, or overall productivity, specifically within the Close CRM platform. Typically, they’ll work with your team on a short-term basis to refine processes, craft strategies, or optimize your use of Close CRM and its tools.
The benefit of hiring a seasoned Close CRM consultant? They've been through this process with multiple companies, helping them develop solid, repeatable sales strategies using Close CRM. They know what works within the platform and bring their proven methods to help your team achieve more.
Whether you're building a new sales team from scratch or trying to optimize the performance of your current one, an experienced Close CRM consultant can help you get it right the first time.
Services offered by a Close CRM consultant may include:
- Developing a comprehensive inbound and/or outbound sales process within Close CRM
- Identifying weaknesses in your current sales approach and Close CRM setup
- Creating inbound email sequences and workflows within Close CRM
- Crafting cold emails or cold calling scripts optimized for Close CRM
- Setting up and optimizing sales operations and CRM systems
- Enhancing the product demo process within the Close CRM framework
Each Close CRM consultant has their own strengths and approach. So, how do you find, assess, and hire the right consultant for your specific needs?
Before you dive into the search for a Close CRM consultant, there are a few things you should do to prepare.
If you're considering hiring a Close CRM consultant, you've likely recognized the need for external assistance to tackle business challenges specific to Close CRM. However, it's crucial that your entire team is ready to embrace this help.
Remember: A Close CRM consultant's success is tied to your willingness to implement their advice.
If anyone on your team feels threatened or if there’s resistance from leadership, the time and money spent on a consultant may not yield the desired results. Ensure open communication and transparency so your team understands that the consultant is there to help, not replace them.
As sales consultant Jordan Park puts it:
There’s a difference between a Close CRM consultant and an advisor. A Close CRM consultant is more hands-on; the advisor provides feedback and advice but doesn’t get into the trenches. Decide whether you need someone to do the work within Close CRM or someone to validate ideas and offer recommendations.
Think about the level of involvement your team needs. Do you need a consultant to help clean up your processes in Close CRM, or one who will support your sales team’s growth over time?
The clearer you are about your current state within Close CRM and what you hope to achieve, the easier it will be to get the results you want.
If you approach the relationship with only a vague idea of your needs, it will take longer to see results. You might also end up with a consultant who isn’t specialized in the areas where you need the most help.
Start by asking yourself:
- Which parts of our sales process need attention in Close CRM?
- Are we looking for help with inbound or outbound sales processes within Close CRM?
- What type of support do our sales reps and account executives need specifically within Close CRM?
A Close CRM consultant isn’t a miracle worker; they won’t magically transform your sales process overnight. With realistic expectations, you can focus on the work at hand rather than rushing through the process just to hit milestones.
To build these expectations, do your homework. Talk to people in your network who have hired Close CRM consultants and ask about their experiences. Read reviews and client testimonials to gauge what you can realistically expect from the process.
Your budget will dictate where and how you search for a Close CRM consultant. If you’re prepared to invest more, you might look at top sales consulting firms. If budget is a concern, individual consultants might be a better fit.
But remember: this is an investment, not just an expense.
Schedule a free 30 minute consultation to see if CloseDr is right for you.
