Based on interviews with leadership team and key constituents, as well as potential shadowing of key team members, our process, what’s working and what’s not working, along with recommendations for improvements. This work can be completed independently from CRM and digital marketing projects or can be combined to help optimize the platforms and user experience. The work can focus on one function (e.g., sales) or can look at the intersection of go-to-market functions (e.g., sales and marketing) to drive increased collaboration. …Read more

After an initial process review, a process workshop includes team members as participants in one or more sessions to solicit input in designing an improved process. This engagement is a very productive step in driving positive change management and ensuring that process change is welcomed and sustainable. Workshops may be designed in half-day or full day sessions that occur in consecutive days or across several weeks. We encourage all key roles and functions are included to maximize the benefit of this exercise. …Read more

You may have a great set of processes, but you don’t have them documented. This makes it challenging when onboarding new team members. Sometimes the process of actually writing down your steps uncover improvement opportunities. If you need help documenting your processes, our consultants can help. They bring a fresh view to your organization and can ask the “Why are you doing it this way?” questions that team members may overlook.…Read more

Our process consultants have led effective meetings for groups of all sizes and in a wide variety of scenarios – annual strategy meetings, quarterly business reviews, brainstorming sessions, tactical working groups, and more. An independent, critical thinking facilitator can often provide a unique perspective that is not possible when a colleague or manager leads a meeting. Our process consultant will meet with you in advance to ensure the meeting objectives are clearly understood and to ensure that any minefields are appropriately navigated.…Read more

Our consultants can take a look at your current systems and processes and offer suggestions for driving an improved user experience, increased productivity, better analytics, and larger impact. We have helped lots of our clients maximize their return on investment by helping extend their platforms by using untapped features and capabilities. We can also identify where you have potential risks that need to be mitigated to ensure you stay compliant and secure.…Read more

Several TopLine Results clients have asked for help by coming to us with specific requests that don’t fall into our standard buckets. Examples include help with observing an operational process and defining the job requirements for a new hire, assisting with the interview process for that new hire, discussing current systems and writing an RFP for a system upgrade, and more. If you have a specific need and none of the above categories apply, reach out to see if we can help. We are flexible and may be able to design an engagement that is just right for you. If we don’t have the expertise you need, we may be able to refer you to a business associate who does. …Read more