Why Start with an Assessment?
We'll ask for 12 to 24 months of data to better understand how we can help.
It will be important for us to understand each part of the sales process - from customer awareness to onboarding to success.
After interviewing your team and leadership around the software strategy, we'll want to use the tools as well.
We'll look to understand the reporting function - who produces the reports and how much effort it takes.