b2b CRM consulting by optum nova
TRANSFORMING B2B SALES CHALLENGES INTO OPPORTUNITIES
At Optum Nova, we understand that B2B sales teams often grapple with disjointed processes, lack of visibility into customer interactions, and inefficient lead management. These challenges can hinder growth and reduce sales effectiveness.
Our hands-on approach to implementing and optimizing CRM systems like HubSpot and Freshworks is designed to tackle these issues head-on, streamlining your sales processes and driving tangible results.
🚧 COMMON B2B SALES CHALLENGES WE ADDRESS
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Disorganized Customer Data: Sales teams often struggle with scattered information across spreadsheets and emails, leading to missed opportunities.
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Inefficient Lead Management: Without a structured system, prioritizing and nurturing leads becomes a daunting task.
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Lack of Sales Process Visibility: Managers find it challenging to track sales activities and forecast accurately.
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Manual and Repetitive Tasks: Sales representatives spend valuable time on administrative duties instead of selling.
🚀 HOW OPTUM NOVA TRANSFORMS YOUR SALES PROCESS
Our approach combines deep B2B sales expertise with advanced CRM tools to deliver:
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Centralized Customer Data: Implementing a unified CRM system that consolidates all customer interactions, providing a 360-degree view.
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Automated Lead Scoring and Nurturing: Utilizing AI-driven tools to prioritize leads based on engagement and potential, ensuring timely follow-ups.
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Enhanced Sales Pipeline Visibility: Custom dashboards and reports offer real-time insights into sales performance and forecasts.
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Workflow Automation: Automating routine tasks like data entry, email follow-ups, and scheduling, freeing up your sales team to focus on closing deals.
🛠 OUR CRM SERVICES
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CRM Selection & Strategy: Advising on the best CRM platform (HubSpot or Freshworks) tailored to your business needs.
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Custom Configuration: Setting up pipelines, dashboards, and automation aligned with your sales processes.
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Integration Services: Connecting your CRM with existing tools and platforms for seamless operations.
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Training & Support: Equipping your team with the knowledge to leverage CRM functionalities effectively.
🚀 Why Choose Optum Nova for Your CRM Needs?
Our approach combines deep sales expertise with advanced CRM tools to deliver:
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Tailored Implementations: We customize CRM setups to fit your unique sales workflows and business goals.
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Rapid Deployment: Our hands-on methodology ensures swift CRM integration, minimizing downtime.
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Enhanced Productivity: By automating routine tasks, your sales team can focus on closing deals.
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Data-Driven Insights: We provide analytics and reporting tools that offer actionable sales intelligence.
🛠 Our CRM Services
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CRM Selection & Strategy: Advising on the best CRM platform (HubSpot or Freshworks) based on your business needs.
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Custom Configuration: Setting up pipelines, dashboards, and automation tailored to your sales processes.
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Integration Services: Connecting your CRM with existing tools and platforms for seamless operations.
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Training & Support: Equipping your team with the knowledge to leverage CRM functionalities effectively.
📈 Benefits of Our CRM Solutions
By partnering with Optum Nova, you can expect:
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Improved Lead Management: Efficient tracking and nurturing of prospects through the sales funnel.
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Enhanced Customer Relationships: Centralized data provides a 360-degree view of customer interactions.
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Scalable Processes: Our CRM solutions grow with your business, adapting to evolving sales strategies.
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Increased Revenue: Optimized sales processes lead to higher conversion rates and profitability.
CRM CONSULTANCY @ OPTUM NOVA
From Strategy to Execution
CRM is more than just software; it is the backbone of a successful commercial organization. At Optum Nova, we guide B2B organizations through the implementation and optimization of HubSpot and Freshworks CRM. Our goal is not just a technical implementation but ensuring the system functions effectively within your organization.
Why work with Optum Nova
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35+ years of experience in sales and marketing within the IT sector.
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Practical, hands-on approach, focused on direct results.
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From strategy to execution, ensuring CRM adds real value.
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Emphasis on functional effectiveness, not just technical deployment.
FROM STRATEGY TO EXECUTION TO OPERATION
CRM Strategy and Roadmap
We help you develop a clear CRM strategy aligned with your business goals. This includes:
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Needs analysis and objectives.
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Process optimization and workflow design.
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Integration with other systems.
Implementation and Configuration
A well-configured CRM solution is essential. We ensure:
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Setup and configuration of HubSpot and Freshworks CRM.
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Integration with existing tools and data sources.
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User-friendly configuration tailored to your team.
Functionally Effective CRM
We ensure the CRM system truly works for your team:
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Customized dashboards and reports.
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Automation of sales and marketing processes.
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Training and support for optimal usage.
Our approach
Hands-on and focus on results
NDA and Confidentiality
We begin with a mutual Non-Disclosure Agreement (NDA) to protect sensitive business information.
Intake and Analysis
We asses your current (CRM) situation and define specific objectives.
Inventory of processes, workflows, and integrations.
Implementation Plan
Development of a detailed step-by-step plan for implementing and optimizing the CRM solution.
Clear milestones and deliverables aligned with your business goals.
Our partnerships
HubSpot Solution Partner
Back in 2018 we started our partnership with HubSpot and since then we've delivered succesfull implementations of their CRM solution. Our primary focus in on SalesHub and MarketingHub.
FreshWorks
Our partnership with FreshWorks focuses on the Sales & Marketing offering of Fresh.
As a certified partner we regularly are invited to support FreshWorks customers when experience and knowledge is required in Sales and marketing.
Dear Lucy - Sales Performance Management
Sales Performance Management (SPM) solution transforms your CRM data into actionable insights, helping your sales teams focus on what truly drives results.
Our partnership with Dear Lucy is the ideal combination of our experience with Revenue management, deal- and leadqualification, MEDDICC.
🤝 Let's Optimize Your Sales Process
Ready to transform your B2B sales with a smart CRM strategy? Contact OptumNova today to discover how our expertise can drive your sales success.
WHAT OUR CUSTOMERS SAY...
OUR GOAL IS TO MAKE YOU SUCCESSFUL
"I highly recommend Eric for his strategic mindset and expertise in CRM strategies. He consistently starts conversations by aligning objectives and metrics, ensuring every initiative is goal-driven and measurable. Eric will definitely bring structure in the process and has a deep understanding of needed CRM tactics, combined with his ability to implement operational improvements. Eric blend of strategic planning and hands-on execution is a very unique skills to add to the team"
"Ik ken Eric al jaren als een uitstekende senior interim sales professional en een echte CRM-specialist. Hij heeft niet alleen mijn bedrijf, SalesSpot, maar ook diverse klanten van SalesSpot geholpen met de implementatie van HubSpot.
Eric denkt strategisch mee, komt met waardevolle & praktische tips en zorgt ervoor dat CRM niet alleen wordt geïmplementeerd, maar ook écht werkt voor de business. Zijn combinatie van saleservaring en CRM-kennis maakt hem een enorme aanwinst voor elk team."