WHY TREZ

SHE ENFORCES OPERATIONAL EXCELLENCE AND DRIVES SALES.

Are you looking to improve your sales and marketing process efficiencies? Trez understands all too well the reality of underutilized technology, disconnected systems, data integrity, divided departments, and teams working in silos.   These challenges can stem from various business processes, multiple sales technology stacks, and lack of visibility of the complete end to end process.   The issue companies face is how to correct this while, at the same time, scaling the company without disrupting sales growth and affecting morale.  Whether you're a startup trying to build the right team and sales process to meet your revenue goals or late stage company needing to create efficiencies in the marketing and sales process, Trez has the proven knowledge and expertise to ensure teams operate in alignment and that leads and opportunities follow a prescribed process that gives executives both visibility and trust in their forecast.

Once engaged, Trez takes the time to learn about your company's vision and strategy, and begins her analysis of the existing process, giving executives and senior management a complete synopsis of their current state. She provides a global view of the complete processes, works with key stakeholders to map out needed improvements and breaks them down into actionable, standardized steps to improve operational efficiency and create high-performing teams. From salesforce reporting to forecasting discipline, data integrity, sales training and marketing campaigns, Trez trains and enforces compliance set by your executives. 

Trez is very personable and has the ability to connect with people and work with you to fully utilize the potential of your team.  Contact Trez today to start the conversation. 

PEOPLE

  • sales team development and mentoring
  • executive alignment
  • customer experience
  • performance management
  • partner enablement
  • cross-divisional and cross-functional alignment
  • train and retain
  • sales on boarding
  • third party relationships

PROCESS

  • sales project management
  • campaign management
  • business requirements
  • lead to cash process
  • customer lifecycle  
  • sales process 
  • partner process
  • territory coverage
  • sales enablement 

ACCOMPLISHMENTS

  • Salesforce.com customization and configuration
  • CRM (salesforce.com) assessment, launch or re-instrumentation 
  • marketing and sales alignment
  • close loop process
  • end to end reporting 
  • consistent sales pipeline and forecasting
  • partner portal 
  • sustainable sales operations
  • business systems