Sales Operations Setup
Build the Engine That Powers Predictable Growth Transform scattered sales activities into a data-driven machine that tracks, manages, and optimizes every deal in your pipeline.
The Hidden Cost of Sales Chaos
Your team is working hard, but you're flying blind:
No visibility into what's actually happening - Deals appear and disappear without warning
Can't predict revenue - Monthly forecasts are educated guesses at best
Losing deals to poor follow-up - Prospects slip through cracks in your system
Can't identify what works - No data to improve performance
Manual work eating productivity - Hours spent on data entry instead of selling
Team frustration - Reps waste time on administrative tasks
Without proper sales operations, you're building on quicksand. It's time for a solid foundation.
Our Sales Operations Setup Solution
What We Build for You
1. CRM Implementation & Configuration
Select the right CRM for your business model and budget
Configure pipelines that match your actual sales process
Set up automated workflows to eliminate manual tasks
Create custom fields and views for maximum efficiency
2. Sales Pipeline Management
Design clear pipeline stages with specific advancement criteria
Implement lead scoring and qualification frameworks
Build automated follow-up sequences
Create pipeline health monitoring systems
3. Performance Tracking & Analytics
Establish key performance indicators (KPIs) that matter
Build real-time dashboards for sales visibility
Set up conversion rate tracking between stages
Create forecasting models based on historical data
4. Sales Automation Implementation
Automate routine tasks (data entry, follow-ups, scheduling)
Set up email sequences and templates
Configure lead routing and assignment rules
Implement notification systems for important events
How We Set Up Your Sales Operations
Phase 1: Assessment & Planning (Week 1)
Current State Analysis: Audit existing tools and processes
Requirements Gathering: Define specific needs and constraints
Technology Selection: Choose optimal CRM and supporting tools
Implementation Planning: Create detailed rollout timeline
Phase 2: System Configuration (Weeks 2-3)
CRM Setup: Configure pipelines, fields, and user permissions
Integration Work: Connect email, calendar, and other essential tools
Automation Building: Create workflows for routine tasks
Data Migration: Transfer existing prospect and customer data
Phase 3: Team Enablement (Week 4)
User Training: Comprehensive CRM and process training
Documentation Creation: Build user guides and SOPs
Testing & Refinement: Run system with real opportunities
Performance Baseline: Establish initial metrics and benchmarks
Phase 4: Optimization (Ongoing)
Performance Monitoring: Track adoption and effectiveness
System Refinement: Adjust based on user feedback
Advanced Features: Add functionality as team grows
Strategic Reviews: Monthly performance and optimization sessions
What You'll Get
Immediate Deliverables
Fully Configured CRM - Ready-to-use system tailored to your process
Automated Workflows - Eliminate 70% of manual sales tasks
Performance Dashboard - Real-time visibility into sales health
Team Training Materials - Complete guides and SOPs
Operational Benefits
Complete Pipeline Visibility - Know exactly where every deal stands
Accurate Forecasting - Predict revenue with 85%+ accuracy
Improved Productivity - Reps spend 40% more time selling
Better Decision Making - Data-driven insights for optimization
Scalable Foundation - System grows with your team
Technology We Work With
CRM Platforms
HubSpot (Free & Paid) - Best for growing teams
Pipedrive - Simple and intuitive interface
Salesforce - Enterprise-grade functionality
Monday.com - Visual pipeline management
Custom Solutions - Based on specific needs
Integration Ecosystem
Email: Gmail, Outlook, Mailchimp
Calendar: Google Calendar, Calendly
Communication: Slack, Microsoft Teams
Marketing: LinkedIn Sales Navigator, Apollo
Analytics: Google Analytics, Mixpanel
Success Metrics We Deliver
Pipeline Visibility: 100% deal tracking and status clarity
Data Accuracy: 95%+ clean, updated prospect information
Time Savings: 10+ hours/week saved on manual tasks
Forecast Accuracy: 85%+ revenue prediction accuracy
Team Adoption: 90%+ daily CRM usage within 30 days
Is This Right for You?
Perfect If You:
Have 2+ people involved in sales activities
Generating consistent leads but losing track of them
Ready to invest in systematic growth
Want data-driven sales decisions
Planning to scale your sales team
Not Ready If:
Single founder doing all sales personally
Fewer than 20 active prospects
Not committed to using systems daily
Looking for quick fixes without process changes
Investment & Timeline
Timeline: 4 weeks to full operational system Investment: Starting at $3,500 for complete setup Monthly: Optional ongoing optimization available
What's Included:
CRM selection and configuration
Sales pipeline design and setup
Automation workflows and templates
Team training and documentation
30 days of optimization support
Ready to Build Your Sales Engine?
Stop losing deals to poor systems. Build the operational foundation that scales with your growth.
Start with a Free Operations Assessment
30-minute call to:
Review your current sales operations
Identify biggest efficiency opportunities
Design a custom system architecture
Questions? Get Direct Answers
Email: ahmet.albayrak@salesfellowship.com
Phone: +90 530 328 95 74
Transform scattered sales activities into a predictable, data-driven growth engine. Your team will finally have the visibility and tools they need to succeed.
