Small & Mid Sized Business Consultants

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Every Main Street and Lower Middle Market business experience common challenges. How to develop and execute efficient back office operational functions that support the commercial & sales efforts in a collaborative manner. 

A very simple example of this is a business that has had great success in marketing, creating demand, delivering and closing sales of their product and services but cannot deliver an invoice to the customer for one time payment. This may sound almost impossible however we have seen this may times. And, it is not a major obstacle but it does need to be fixed.

We can help you with this and almost any operational methods and processes needed to create an efficient operation supporting your business.

Are you forecasting? Do you have a pipeline you can reference when reviewing last months sales and if you have a chance of exceeding your estimates?

Or

Do you have monthly estimated sales targets and a way to know if your going to meet or exceed them? These are basic questions that in order to have sustainable growth need to have processes in place that will give you a view of your current and future revenues and margins.

Functions and platforms we have experience to help you with are:

• CRM
• Marketing
• New Product Development

These are just a few of the areas we have over 30 years of experience successfully implementing. Let us help you. We know the pitfalls and mistakes that can be made and avoided.