Strategic Sales Operations
Transitioning from fragmented spreadsheets to a scalable, high-performance sales engine.
Current Tech Stack
Why this matters commercially
Synergy Grill’s growth requires moving away from disconnected records across Capsule and spreadsheets. This project establishes a single commercial operating standard, giving the sales team immediate clarity over head-office and site structures, active opportunities, and critical customer service context before every conversation.
The practical return is dependable visibility across the sales pipeline and dealer networks. Gail gains reliable forecasting and insight into dealer performance to guide team coaching, while operations receives clear line of sight on upcoming product quantities and delivery months for production planning.
A disciplined CRM implementation proves its commercial value when salespeople spend less time piecing together account histories across spreadsheets, and sales leaders can review accurate pipelines without manual data assembly.
Single dashboard reporting replaces manual spreadsheet compilation, enabling sales leadership to challenge close dates, spot stalled opportunities early, and focus coaching time where deals require direct intervention.
Tracking opportunities against dealer networks and direct channels highlights where sales travel and relationship effort generate actual conversions, ensuring the team invests time in the most productive partnerships.
Linking multi-site account records, visible service flags, and forward grill quantities provides operations with timely demand indicators while ensuring sales reps approach customer conversations with full operational context.
The journey forward
Formal sign-off and shared environment setup in the Forbidden portal.
Alignment session to lock in the roadmap, key milestones and success metrics.
The strategic transition, integration and configuration workstreams.
Team training and process documentation to ensure confident adoption.
Final validation and go-live, moving the business onto its new foundation.
