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The Challenge
Without a plan, systems trend towards chaos
Governance and maintenance are mandatory for baseline revenue operations and ongoing acceleration.- Everpeak supports ongoing development and administration at a fraction of the cost of full-time hires.
- Integration issues between CRM and other tools cause bottlenecks. Simplicity is the solution.
The Solution
Re-thinking your technology stack and data according to your organization’s unique assets.
Everpeak helps clients select the software that fits theirr budget, workflows and usage needs. We'll also help you negotiate the best price, leaning on our historical pricing database to secure the optimal Return on Investment.
Focus Areas
Our expertise is in these software categories below
CRM
Client Relationship Management
The traditional hub of Revenue Operations
ERP
Enterprise Resource Planning
The source of truth for Financial Planning & Accounting
Sales & Marketing
Sales, Outbound, and Account Based Marketing (ABM) tools to drive revenue
Data & Analytics
Data repositories that can be instantly queried for real-time analytics that give visibility to all stakeholders
AI Tools
Point solutions and larger platforms that rely on AI to accelerate all other functions
Reimagine your
Tech Stack
Technology doesn't work unless it works for your unique processes and people.
Below are examples of software we've utilized for clints to automate processes & streamline workflows.
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Negotiation
There are many software solutions – all with unique strengths and weaknesses.
Everpeak ensures that customers have the information to make an informed decision on the CRM and complementary software integration for Sales Ops, Marketing Ops, Customer Success, and FP&A.
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"Everpeak solved all our problems and helped automate our sales process. Their communication was top notch, and we have now entered the best sales season for the season for the second year in a row."
Ongoing Support
Maintaining excellence is not passive.
Effective CRM administration requires both technical expertise as well as a Revenue Operations playbook. Th right CRM architecture combined with the right know-how results in a technology stack will:
Increase efficiency Accelerate growth Reduce costs
Everpeak supports organizations in effectively maintaining their CRM and larger technology stack.
Fractional CRM Admin
You need a CRM. But do you need a full-time admin to maintain it? For your sake, we hope not. The average salary for a CRM admin is $98,862. Before you hire, consider our flexible month-to-month pricing to complement your team:
An expert 3rd party perspective based on repetition and multiple use cases
An admin who can instantly pull in other subject matter experts
Complement your team
Cost-savings both in labor as well as software recommendations with long-term implications
Benefits of an admin who can seamlessly interface with RevOps and related teams
What's Included?
- Day-to-day admin of the CRM environment, including user account maintenance, reports and dashboards, automation, and other routine tasks
- Optimize sales, marketing, and customer success processes, including lead management, opportunity management, and customer retention
- Security setup (i.e. Profiles, Roles, Permissions, Sharing Rules)
- Data imports, clean-up, and normalization
- 1:1, train-the-trainer, and team training sessions
- 3rd party vendor selection and integrations
- Surfacing the latest product releases and AI (artificial intelligence) functionality
The Revenue Climber
Everpeak’s bi-weekly newsletter offers revenue leaders free How-To guides, software recommendations, and practical frameworks for scaling operations.
