Services

An overview of our common flat-fee packages

Our best-loved flat fee QuickOps packages

CRM Migration

Let us migrate you from messy Excel sheets, home-grown CRM, or your current CRM solution to an enterprise system built for your growth.

Salesforce
Hubspot CRM
Dynamics, Zoho, and more.

Data hygiene and clean-up

We bring tested and proven data structures to your business - now it's time to make sure your data is up-to-date and acurate.

Full data audit
Optional 3rd party data partners for enrichment
Validation and rules to future-proof your data strategy.

Selling Methodology Implementation

We take proven blueprints for selling with technology and bring them to your organization.

A menu of proven sales methodologies to adopt.
Full CRM implementation to match your selling motion.
Reporting and dashboards for your team built-in

Attribution and conversion analytics

Measure your marketing and sales prospecting efforts by working with QuickOps to build clean conversion reporting and analysis.

Visualize your marketing touches to optimize your outreach.
Start measuring core SaaS metrics in your business.
Start finding your leads before they slip out of the funnel.

SaaS reporting package

Let QuickOps build out the scalable, iterative reporting structure you need to wow board members and investors.

Configure your CRM to easily scale and report core SaaS metrics
Intuitive and powerful Salesforce dashboards and reports
Optional 3rd party visualization and reporting tools.

On-demand training and learning library

No dedicated onboarding, training, or enablement resources? Let us build your CRM - and the training plan to keep it clean.

Custom on-demand video library for your business.
New rep systems onboarding checklist with learning checkpoints.
Easily slot training content into your existing onboarding plan.

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Have specific projects you need help on? Contact us and we'll work with you to create a custom plan that fits all of your needs

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