Sales Operation Manager
Budget: ₹100 – ₹400 INR
I want a focused optimisation of the sales-conversion portion of our overall process, not a new strategy, not lead-gen help, just sharper execution from opportunity to won deal.
Right now we rely on:
• CRM software
• Email marketing tools
• Sales analytics platforms
I need you to audit the existing workflows inside those systems, surface the bottlenecks, then redesign the sequence of touch-points, cadences, KPIs and hand-offs so that reps can close faster and more consistently. Think deal-stage definitions, automated follow-ups, data hygiene rules, dashboard tweaks and practical playbooks the team can adopt immediately.
Deliverables
• Diagnostic report that pinpoints where we lose momentum, backed by metrics you pull from the CRM and analytics suite.
• A revised conversion workflow with clearly mapped stages, trigger-based tasks and template communications (email, call scripts, objection-handling snippets).
• Implementation plan showing exactly how to configure the changes inside our current tool stack, plus a checklist the sales manager can track for roll-out.
• One knowledge-transfer session (recorded) to walk through the new process and success indicators.
Acceptance criteria: measurable uplift targets for conversion rate and average days-to-close agreed before kick-off, and dashboards reflecting those metrics live inside the CRM once your work is complete.
Right now we rely on:
• CRM software
• Email marketing tools
• Sales analytics platforms
I need you to audit the existing workflows inside those systems, surface the bottlenecks, then redesign the sequence of touch-points, cadences, KPIs and hand-offs so that reps can close faster and more consistently. Think deal-stage definitions, automated follow-ups, data hygiene rules, dashboard tweaks and practical playbooks the team can adopt immediately.
Deliverables
• Diagnostic report that pinpoints where we lose momentum, backed by metrics you pull from the CRM and analytics suite.
• A revised conversion workflow with clearly mapped stages, trigger-based tasks and template communications (email, call scripts, objection-handling snippets).
• Implementation plan showing exactly how to configure the changes inside our current tool stack, plus a checklist the sales manager can track for roll-out.
• One knowledge-transfer session (recorded) to walk through the new process and success indicators.
Acceptance criteria: measurable uplift targets for conversion rate and average days-to-close agreed before kick-off, and dashboards reflecting those metrics live inside the CRM once your work is complete.
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