Understand and improve your revenue funnel
Funnel Design Group is a network of revenue operations experts with a mission to help businesses streamline their marketing, sales, and customer success funnels.
Projects We Help With
CRM Customization
Your CRM is the cornerstone of your ability to understand trends, successes, and roadblocks in your business. It’s common that CRM management lacks consistency or priority.
At FDG we can review and revamp your CRM to make it more user-friendly and able to produce insightful reporting. We are experts at building layouts, reporting, automation, documentation, and rules. Most commonly we implement these updates on a Hubspot or Salesforce instance.
Tech Stack Integration
As any company scales it’s necessary to purchase systems that help with specific pieces of your funnel. This could be something to help message prospects, enrich data, manage payments and invoicing, produce order forms, track customer health, and much more.
We are experts at connecting these systems with each other, with your CRM, or both. With these connections built you will be able to produce a more complete vision of how your business is running. Please contact us for a full list of systems we integrate.
Reporting and Tracking Progress
The marketing, sales, and customer success funnels create a plethora of data points. This data, when leveraged correctly, tells the story of each department and the business as a whole. It’s critical to use your data to understand things like top performers, customer profiles, top-selling products, renewal rates, average contract value, average sales cycle and more.
At FDG we are experts at building executive level, manager level, and individual contributor level reporting. This reporting could be shown in Salesforce, Hubspot, Google Data Studio, Google Sheets, Excel, or other B.I. tools. Please contact us to discuss reporting projects you are focused on and if we could help you.
Improved Departmental Communication
At FDG we often collaborate with department leads in order to understand their current processes and where there may be gaps. We know that it’s critical for all teams to work together as efficiently as possible and that can be a difficult goal to achieve. We can help implement or adjust business processes, create documentation, and training materials to help your teams work together as seamlessly as possible. This could be something like updates to your SDR/AE handoff, AE to CSM handoff, marketing and sales qualified lead process, partner referral tracking, automated alerts and/or reporting, and much more.
Scaling New Initiatives
As RevOps has evolved, it has become a critical part of the go to market motion as well as a function to launch internal initiatives. As a fractional RevOps service we can help you operationalize a new product launch whether that’s an update to your CPQ, order forms, prospect and client communication or other projects. Additionally, we can help or lead internal projects to help your business like a CRM migration, a marketing, sales, or CX tool implementation, or act as an interim internal RevOps team member as needed.
As a team experienced in RevOps at growing organizations we know that it’s important to be
nimble in the approach to tackling different projects, that’s why we offer different plans:
Hourly Pay As You Go
This plan is based around flexibility where you can shift priorities and gain help where you need it most on short notice.
Project-Based Plan
This plan includes a scope of work with milestones, timeline, and a set budget. This is perfect for businesses who have a clear set of goals to accomplish within a timeline.