Outsourced expertise to keep your CRM and reporting clean & consistent.
We act as your Sales Operations partner, managing the systems and reporting that help your team focus on selling.
CraftOps Solutions services
CRM Setup, Cleanup & Ongoing Management
CRM Setup, Cleanup & Ongoing Management
CRM Setup, Cleanup & Ongoing Management
- Product, account, and placement data maintenance
- Workflow and reporting structure optimization
- New user setup, permissions, and onboarding
- Regular audits to keep data clean & usable
Reporting & Dashboards
CRM Setup, Cleanup & Ongoing Management
CRM Setup, Cleanup & Ongoing Management
- Weekly/monthly sales summaries
- Chain, distributor, and account-level dashboards
- Easy-to-digest KPI reports for leadership
On-Demand Support
CRM Setup, Cleanup & Ongoing Management
ABP & Presentation Assistance
- Custom report pulls for suppliers or leadership
- Troubleshooting CRM issues
- Strategic input on reporting best practicesessential for driving growth and achieving success in today's competitive market.
ABP & Presentation Assistance
CRM Setup, Cleanup & Ongoing Management
ABP & Presentation Assistance
- Goal discovery and collaboration
- Custom report pulls for presentation based on storyline
- Layout assistance
- Strategic input on messaging