Sales Suite

Traction's Sales Suite service offerings

Sales Outreach Analytics

Analyze current status of all managed contacts by sales rep. Quantify the number of "touches" required to progress a contact being worked by the sales team.

Sales Prospecting Analytics

Measure the amount of sales team activity with prospects – by rep and by prospect lead status stage.

Sales Stages

Define deal stages, deal progression requirements by stage, & custom related fields required to capture critical information as opportunities mature.

Lead Assignment Rules

Define and deploy assignment rules to distribute MQLs to the sales team. Automate the "lead status" stages in the platform to ensure that activity can be tracked.

CRM Configuration & Integration

CRM Setup includes:
• Activity tracking and logging (phone calls, emails, meetings)
• Custom fields/properties setup • Default "views" defined and deployed.
• Automate key workflows and activities
• Integrate tasks and notifications with preferred systems

Pipeline Analytics & Reporting

Analytics on current qualified pipeline, days to close results by product, win rates by product/deal stage.

Forecast Categories Set-up & Automation

Define forecast categories and automate deals "progressing" between categories based on deal stage criteria.

Sales Forecast Analytics

Analytics on current Sales Forecast, win rates by category, and forecast makeup (e.g. New Business vs Renewals etc.

Data Cleaning & Contact Data Management

Ensure all deals have up-to-date, accurate, and comprehensive data on key deal points (contract terms, associated decision makers, products, line item discounts, etc.)

Contract Approval

Define/maintain quote and contract approval routing process and integrate into systems.

Product Catalog

Deploy initial product catalog, standard price points, and product descriptions. Synchronize product catalog across all other Revenue Architecture systems.

Sales Process, Systems, & Analytics Training

Training for team members on CRM applications and processes. Traction AI analytic dashboards included. Ongoing training for new hires and learning reinforcement available.

Testimonials

Don’t just take our word for it

Hear from some of our amazing customers who are building faster.

“Best in Class RevOps Solution!”

Our partnership with Traction AI has significantly increased our team’s capacity to effectively identify and engage leads, generate more revenue and increase ROI. Their RevOps expertise helped us quickly design and configure our Hubspot, Outreach, and ZoomInfo systems into a powerful prospecting tech stack. I highly recommend Traction AI.

Jack Ekelof

VP of Sales and Marketing

Evolve Security

“True partnership! Like members of my extended sales and marketing team!"

Traction AI is the full package. They invest time to truly learn your business, provide actionable insights, AND help you bring them to life. They're not another vendor; they’re a true partner and an extension of our team. I cannot recommend them enough.

Ashley Smith

Chief Growth Officer

Scoir

"Strategic + hands on expertise = more predictable lead generation and ROI"

Traction AI’s RevOps-as-a-Service solution has helped us strategically plan and scale our demand gen efforts. Due to their hands-on partnership, we now have the insights needed to understand the quality of the leads we're generating as well as better predict the ROI of campaigns and lead nurturing activities, at a fraction of the cost of an FTE. Having their expertise in systems, analytics and overall revenue operations has been extremely beneficial to me and my team.

Nina Kuhlman

Chief Marketing Officer

CounterCraft

"Powerful RevOps Insights."

Traction AI gives us insights about our sales funnel from the first touch to renewal, and empowers my team to be more efficient and effective. They provide me with a data-driven perspective of how we are performing and where we need to focus.

Shawn Olds

CEO & Founder

BoodleAI

“Great Partnership!”

We partnered with Traction AI to help us rearchitect our HubSpot instance. They were a HUGE help and guided our entire team with respect to the various technical aspects of HubSpot. They helped us streamline how our Hubspot integrates with our application, as well as implement best practices and time saving automations to scale our revenue activities. The Traction AI team is always responsive, fun to work with and an essential partner for our team to lean on. I would highly recommend them!

Jaclyn McClure

Senior Vice President, Product

Spa Space

“Value delivered, all day, everyday!”

The Traction AI team brought strategic knowledge and technical expertise to our Go-to-Market execution. They helped us streamline, automate and optimize many of our core RevOps systems and processes. If you think it can’t be done, ask them and they will find a way to make it happen! Partnering with Traction AI enabled a valuable thought partnership thereby drawing from a wealth of insight and know how, I was able to establish the strategic direction of the business with a real partner. David Benson is an extraordinary individual who I know will continue to work with me to help achieve the full potential of Cavago.

Tauseef Qadri

Founder

Cavago