Increase your sales velocity with the CRM Strategy Accelerator

Deep expertise in SAAS and B2B industries

About This Sprint

Develop the skills and strategies to structure, streamline, and maintain a high performing sales pipeline using CRM. Through this sprint, you will implement the systems and processes needed to shorten your sales cycle and close deals faster. You will also enhance your ability to plan and produce effective sales scripts and content to fuel more persuasive sales conversations. By the end of this sprint, you will have the knowledge and capabilities needed to optimise sales performance and accurately forecast sales using data.

Sprint Format

  • 10 hours live instruction; one 2-hour session each week.
  • Delivered via Zoom video conference.
  • Exclusive access to blueprints, videos, and exercises.

Want To Know More?

Schedule a call to meet one of the team
and get started with this sprint

22% of all reported problems to successful CRM implementation were people-related or linked to user adoption

- Forrester Research

Without a structured CRM system, businesses are unable to accurately monitor sales performance or forecast sales projections. This creates uncertainty and constrains the business’s ability to plan for future growth.

You need to develop a sales strategy and content that effectively fuels sales conversations to make the most of your CRM system and drive business growth. Without these elements, your CRM system can become a hindrance rather than a useful tool.

The CRM strategy accelerator helps sales teams develop sharp sales strategies and streamline operations using CRM. Our CRM blueprint enables B2B businesses to build the processes and content needed to fuel sales conversations and accelerate sales conversions. By implementing these strategies, you can take control of your sales and drive business growth.

With an effective CRM system, you can measure sales performance, optimise the sales strategy and refine sales processes, enabling you to shorten your sales cycles and close more deals faster.

What will I take away from the CRM Strategy Accelerator Sprint?

➤ A comprehensive guide to vendor selection and tooling recommendations.
➤ A library of actionable tactics for CRM scripts that book more meetings.
➤ A comprehensive CRM strategy playbook.
➤ A complete blueprint to build CRM messages that convert.
➤ 9 proven techniques to capture sales qualified leads.
➤ A framework to maintain traction on deals and increase sales productivity.

Sprint Modules

Mapping and Identifying Gaps in Sales Processes

Develop your sales journey blueprint by mapping and identifying gaps in your existing sales processes.

Auditing and Developing Sales Content

Audit your current sales content, such as brochures, landing pages, and email scripts, and develop new content to fuel more effective sales conversations.

Engaging Target Accounts via Email

Engage your target accounts via email. You will develop CRM email templates, outreach scripts, email sequences, and account engagement programmes.

Choosing and Implementing the Right CRM Tools

Analyse and identify the appropriate CRM tools for your sales strategy and build a blueprint to deploy them within your organization.

Building Standard Operating Procedures and Launching Your New CRM and Sales Strategy

Develop your standard operating procedures and an operating framework to launch your new CRM and sales strategy.

Having a strategy in place that helps maintain engagement with target prospects is vital when you are experiencing constrained business growth due to a slow sales pipeline. Our robust framework can keep momentum up on each individual deal and increase the velocity of deals in the sales pipeline.

FAQs

How quickly can I put this training into practice?

You will be able to apply your new skills and knowledge right away after the sessions. The material is designed to be highly practical and easy to implement, so you can start seeing results as soon as the sessions are over.

What will the outcome be?

➤ Fully optimised sales messages, email scripts and sequences.
➤ A set of standard operating procedures to streamline sales.
➤ An optimised and fully integrated sales tech stack.

Do I need to take notes during the sessions?

To get the most out of the sessions, it is helpful to come prepared to take “action notes” (notes on how you will apply your new skills and knowledge). During the sessions, the material will be presented in segments, and you will have a few minutes to make your “action notes”. In addition, there will be assignments given each week that you can complete on your own time to put your learnings into practice. Taking “action notes” and completing the assignments will help you to retain and apply the material covered in the sessions.

What people say...

"I have known James since 2011 where we launched a new brand for Diageo in Asia. Great fun and happy client. More recently I have parachuted James into my own client roster to get strategic advice on how to scale SAAS businesses for 4 separate clients. Great collaboration (I build the SAAS, Metranomic drive market demand). If you want to build a sales system that's scalable and build your sales operations, give them a call. Great team - top notch"
Ian Morrison
CEO at GKIM
James and the Metranomic team have phenomenal understanding of SAAS marketing which is why we used them at ZoomMail to sharpen our proposition and land our positioning in the market. "AI driven email marketing has arrived" - very succinct and a perfect positioning statement for us. The team did a deep dive analysis of the email marketing landscape and surfaced powerful insights for us that form the foundation of our sales pitch and sales messages. Diligent, rigorous and highly capable. Hire them!
David Hazzard
CEO at Zoom Mail
"Worked with the team on several B2B campaigns and the results were really positive. We were able to significantly boost our sales pipeline and generate a positive ROI in the UK. Great knowledge and expertise"
Natasha French
Business Development at Recipe Design
“Instrumental in outlining, building and delivering our digital strategy. Immensely talented and knowledgeable in the area of growth marketing, marketing automation and all things digital.”
Tom Evans
Founder - Bleepbleeps
“James assisted Hawes & Curtis with our digital & e- commerce strategy. During our time working with the team, we were delighted with the professional can do attitude and would recommend working with them in the future.”
Hannah Dwyer
CRM Manager – Hawes & Curtis
“James has thorough understanding of all things digital. His strategic skills are excellent as is his business acumen. James did an outstanding job of growing and managing Ogilvy One's clients, which fuelled the agency's growth as a whole. The range of his experience is impressive, spanning everything from mobile to social.”
Graham Kelly
Executive creative director - Ogilvy
“Great agency - I'd highly recommend! I needed to develop our brand strategy and website. Using their unique approach to brand development, we have something that communicates our offering really clearly. Great copywriting, graphics and a brand identity that is spot on.”
Marie Tyrrell
Founder – R&R Accountancy
“Really great to work with - transformed our ways of working which have been a real factor in the company's long term growth. The team helped us transform our digital operations with marketing automation, analytics and a long term digital strategy. The team are diligent, focused and devoted to their client's objectives.”
Jay Mitchell
Director – 1883 Magazine
“Highly recommend partnering or collaborating with the team if you want to take your marketing performance to another level. The refreshing partnership approach and the commitment to be at the fore of marketing and automation is unwavering.”
Dean Seddon
CEO – Maverrik
"James worked across several departments to develop a customer retention roadmap and strategy. The rigour and expertise in customer engagement, customer loyalty and SAAS marketing is really impressive. James has a knack of simplifying complexity and gets the job done right. Super friendly guy and great to work with."
Maria Iliana Fotopoulou
Marketing Manager, XpertHR
“James has thorough understanding of all things digital. His strategic skills are excellent as is his business acumen. James did an outstanding job of growing and managing Ogilvy One's clients, which fuelled the agency's growth as a whole. The range of his experience is impressive, spanning everything from mobile to social.”
Graham Kelly
Executive creative director - Ogilvy
James thoroughly understands all elements of the digital marketing value chain and how to apply them. He can help with early stage market validation as well, pushing start ups to really understand their customer profiles and then use the proper channels.
Sam Plumptre
Founder - Coinvestor
“I worked with James for nearly 2 years and always enjoyed working with him- he is responsive, intelligent and has a can do attitude, and has great technical knowledge. I have no hesitation in recommending that you hire him!”
Alexandra Jorissen
Regional Client Lead – Google
“Professional and dedicated, always coming up with new ideas, very well informed regarding all the new developments in the field of search engine marketing and online marketing. Great to work with - I wouldn't hesitate for one second in recommending!”
Karim G
Head of Growth – NuKi Health
“I worked with James for almost 2.5 years while I handled Smirnoff at Diageo. James essentially helped set up our entire digital marketing effort. James is indefatigable and diligent. I truly applaud him for this and for showing me perspectives that I would otherwise have missed.”
Nakul Pathak
Commercial Director - Diageo
“James's deep knowledge of digital enables him to consult with clients on a holistic basis and deliver solutions that are tailor made to client’s business needs. Being detail focused and results orientated he is also able to get involved every step of the way on projects and deliver high quality to clients.”
Harshad Hardikar
Senior Vice President – Ogilvy
“Totally transformed our business. I would highly recommend the team to anyone, whether start-up or fully established business to 10x your marketing and sales success.”
Madeline Penton
Co Founder & CEO - ICPlan
“I have worked with the team over the past few years – their strength lies in their ability to develop actionable consumer insights, get under the skin of the customer and the competition to develop a competitive advantage.”
Richard Marshall
Founder – Pall Mall Barbers
"James managed our outbound prospecting and delivered a truckload of meetings to our sales team which massively accelerated our pipeline. When it comes to B2B marketing and scaling with systems, James is your man. Highly recommended"
Darwin Medina
Sales - Safe Space
"James is the 007 of sales automation. He's an absolute assassin... a massive help driving b2b sales and accelerating pipeline. He and his team at Metranomic were instrumental in building our market expansion strategy via email and delivered great results. Lethal!"
Paul Regan
CEO at Ghost Treatments
"James is providing us with invaluable support with marketing strategy and being an enormously help in making us more visible and sales to our core audience. He's a great guy to work with and we can't recommend him enough to tech startups or any business for that matter - It's straightforward with James, he's a guru in tech, marketing and customers. All I can say is get him on your team now!"
Damian Oracki
Principle - Showslice