SDP SOLUTIONS & SHAPE
SDP Solutions is excited to announce a new joint venture with the Shape Software platform! Click below to preview the system!
Lead Management Strategy & Optimization
SDP Solutions has helped hundreds of businesses optimize & manage leads with its customized strategic consultation services.
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Our Services
Business Assessments
Optimization & Implementation
Optimization & Implementation
Business Assessments are designed to help you discover where your lead management gaps and pain points are and to determine a plan of action to relieve or remove them as quickly and cost-effectively as possible. We will consult with you on lead management best practices, lead you through a series of discovery sessions to gather system req
Business Assessments are designed to help you discover where your lead management gaps and pain points are and to determine a plan of action to relieve or remove them as quickly and cost-effectively as possible. We will consult with you on lead management best practices, lead you through a series of discovery sessions to gather system requirements, and help determine the overall health of your CRM system functionality.
During this process we can conduct a Lead Experience Screening of your current process to ensure that a baseline is set at the beginning of an engagement. We call this a Secret Shop – a peek behind the curtain to get a real-life glimpse into the current strategy that you have in place.
Optimization & Implementation
Optimization & Implementation
Optimization & Implementation
Optimization & Implementation engagements are usually the next step after a Business Assessment but can be done without a completed assessment by SDP Solutions.
After recommendations from an assessment are accepted, the next step is conducting the Solutions Design of your CRM's new functional processes. We will assist in the design pha
Optimization & Implementation engagements are usually the next step after a Business Assessment but can be done without a completed assessment by SDP Solutions.
After recommendations from an assessment are accepted, the next step is conducting the Solutions Design of your CRM's new functional processes. We will assist in the design phase by providing a detailed Design Plan that will be approved by you before we begin making changes.
We will then assist with configuration of the defined changes within your CRM instance and test newly added elements to ensure proper functionality. Lastly, we will prepare your company for the launch of your new strategy. This includes training administrators, users and future trainers. After proposed changes are made through the implementation, we can complete a second Customer Experience Screening to ensure new strategies and functionality are working as expected.
Staff Augmentation
Optimization & Implementation
Staff Augmentation
If you've run into a situation where you've lost a CRM Administrator or need a resource for a special CRM project, we can step in to help. We have over 50 years of experience as a CRM Administrators!
Some examples of potential use of this temporary or project-based service are:
1. Filling in for an administrator who has left the company or
If you've run into a situation where you've lost a CRM Administrator or need a resource for a special CRM project, we can step in to help. We have over 50 years of experience as a CRM Administrators!
Some examples of potential use of this temporary or project-based service are:
1. Filling in for an administrator who has left the company or has taken a leave
2. Training a newly hired administrator
3. Implementing a new contact strategy or distribution programs for a new sales initiative
Engagements (for both Optimization, Implementation, and Staff Augmentation) are billed on a per-hour basis and there is not currently a monthly or annual commitment required.
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Testimonials
Our mission at SDP Solutions is to wake up each and every morning with the passion of helping our clients navigate the challenges of an always evolving lead and sales ecosystem while working tirelessly to assist each client so that they can provide the best experience for their customers to make the purchase of their dreams.
- We are PASSIONATE about how we can help our customers succeed each day.
- We WORK HARD to exceed the expectations of our customers and respond QUICKLY to customer needs.
- We RESPECT each other and recognize excellent performance.
- We take PRIDE in all of our work and conduct business with INTEGRITY and TRUST.
- We work as a TEAM while COLLABORATING
- We are PASSIONATE about how we can help our customers succeed each day.
- We WORK HARD to exceed the expectations of our customers and respond QUICKLY to customer needs.
- We RESPECT each other and recognize excellent performance.
- We take PRIDE in all of our work and conduct business with INTEGRITY and TRUST.
- We work as a TEAM while COLLABORATING to ensure all SDP team members can support all SDP clients.
- Our families and/or personal lives come FIRST in everything that we do, and we work hard to empower our customers to be able to do the same.