For companies that need a little help perfecting sales transactions and managing funnel. We handle all order processing and opportunity management for you.
No rigger to enforce process across sales reps, can’t compare apples-to-apples
Lack visibility and can’t forecast the business
Low win rate
Sales managers don’t have time to work through each individual deal with reps
Not using insights to drive decisions
Missing renewals, or renewal orders are not accurate
Unsure what a customer owns
How our Sales Operations service will make an impact
Spend more time coaching your team
Better forecasting
Better data insights to make better decisions
Better application of sales process will improve win rates
Focus more time on marketing activity that drives results
What’s included with this Managed Service?
TekStack will handle all the back office functions like funnel management and deal desk for you, at a fraction of the cost of hiring an inhouse person.
Sales Funnel Hygiene
Close date management (date vs stage, dates in the past, opps with no date)
Forecast category is accurate
Emails tracked to opportunities
Stage and duration analysis (stuck opportunities, opportunities with no action)
Track opportunity attribution
Deal Desk for Closed Won Opportunities
Customer has signed contract attached
Products, Prices, Quantities, subscription terms on the opportunity match the contract
Generate order and invoice
Renewal Management
Renewal opportunities are generated and assigned
Renewal playbook activated, ensure renewal activities are completed
Renewal Orders are sent and signed prior to renewing
Price Lists Management
Create and maintain products, price lists, and prices
Add new products, units, terms, and prices
Decommission old lists, products, units, and/or prices
Manage product bundles
Quote, Order, and Contract Management
Maintain quote, order, and contract documents
Update document templates like order forms, quote forms, proposal templates
This managed service requires TekStack modules
For this managed service we require TekStack Sales and Marketing Automation modules. Unfortunately we can’t provide this service for customers using alternative platforms.
TekStack Sales
Your CRM platform that includes account, contact, and opportunity management
Pricing in US Dollars. TekStack can provide pricing for CAD, GBP, EUR, and AUD.
Scope Included
Monthly price includes up to 5 sellers or 20 opportunities created per month. Add $1,000 per month to increase scope to 10 sellers, or 40 opportunities created per month.
Pricing Terms
Pricing based on annual term paid in advance. Monthly pricing is available through our business partner Capchase on an annual term. Just add 10%. Payment by ACH, Wire, or Credit Card. For Credit Card, add 4% processing fee.
Waive Implementation Fees
For customers that contract TekStack managed services, TekStack will waive one-time implementation fees of up to $5,000.
Managed Services require TekStack Software
Our Managed Services offerings are designed to complement TekStack’s software platform. Unfortunately these services are only available to TekStack software customers.
