đ Tired of losing customers
because your sales process is a mess?
In just 45 minutes with me, youâll uncover exactly where your business is leaking revenue and youâll leave with a clear, actionable plan to fix it. No bulls**t. No obligation.
TL;DR: Most sales teams donât fail because of a lack of leads -they fail because of messy, inconsistent processes. We fix that. Our Sales Operations & CRM Consulting helps you structure your sales process, respond faster to customers, and create a sales system (based of routines, rules and digital tools) that keeps growing with your business.
Not ready to talk yet? Start with our FREE Digital Readiness Audit to learn where to start.
đŁ 1,000+ people already following me on Youtube
đ Does this sound familiar?
- Leads coming in, but sales arenât closing.
- Sales team canât keep track of follow-ups.
- Proposals take too long, and prospects move on.
- Everyone does things their own way â no consistency.
- Growth feels chaotic, not easier.
đ Imagine your sales running like a well-oiled machine.
- Every lead gets followed up on automatically.
- Proposals go out fast â before your competitors.
- Sales team works consistently, with less confusion.
- Growth feels smoother, not more stressful.
- You finally know where every deal stands.
đ€Šââïž I made all the mistakes and learned it the hard way (so you donât have to)
I’ve spent years helping small and mid-sized businesses build sales and customer systems that actually work. Unlike big agencies, you’re not just a number to me. I’ll work directly with you to implement proven best practices, not just push cookie-cutter software.
– Jeff Tilley
đ Hereâs How I will Help You Turn Leads into Revenue
- Consultation Call - We discuss your business, challenges, and goals.
- Sales Process Assessment - Pinpoint bottlenecks and missed opportunities.
- Action Plan - You get a tailored strategy built on proven sales practices.
- Implementation Support - We work alongside your team to make it real.
đ€© What others say about us
Alexey Lyutikov
CEO @ Meccanica Middle East
We worked with Jeff to organize our sales process for a small sales and service team. He set up pipeline tracking, reports, and dashboards that give me a clear view of tasks, key accounts, and opportunities.
The biggest change is visibility. I know what the team is working on remotely, and I have more control and predictability in managing opportunities and forecasting.
I recommend working with Jeff and will turn to him again for the next step.
Andris Zigurs
Business Development Executive at Vervo
Jeff helped us implement Salesforce to collect and manage leads coming from the stands in Japan. He built a simple process for tracking leads and worked closely with developers of other stand components to ensure the whole project was integrated and ran smoothly.
Weâve worked with Jeff for a long time, and this is already our second project together. Heâs my go-to person for CRM implementations, and Iâd definitely recommend Jeff and his team.
Maksims Sroslovs
Marketing Director @ Frame House Pre-fab Homes
This is second time Iâve worked with Jeff, now I know him for already 6 years. 6 years ago weâve built a very successful project for local driving school, now weâve created another sales system based of rules and tools. I should say that Jeff is an exceptional professional a bit opinionated which creates a lot of debates around certain topics, and sometimes we even argue, but all arguments are purely professional which I love and I definitely could recommend him as a great CRM professional.
Tushar Hora
Global Technology Partnerships @ Salesforce
I really appreciate all the effort put in by Vishal and his team to get the assets ready in record time, adhere to the changes we recommended, and stay on top of any queries we had. I am looking forward to working with the team to publish the next set of assets.
Not Ready Yet? Try the Free Audit
FREE Digital Readiness Audit
Answer a few quick questions about how you sell, support customers, and use digital tools. Youâll get a free, personalized report showing your companyâs digital readiness â where you stand today, whatâs holding you back, and what to improve next.
đ€ I'm also getting asked (FAQ)
What is Sales Operations & CRM Consulting, and how can it help my business?
Sales operations and CRM consulting is the practice of working with an expert to analyze, refine, and optimize your sales process. This involves sitting down and working through various frameworks to understand the ins and outs of your business, from lead generation to closing deals and ongoing customer relationships.
Ultimately, this type of consulting brings structure and best practices to your business. For example, if you have five salespeople each doing things their own way, we can help you define specific rolesâlike a business development rep for finding new clients, an account manager for retaining existing customers, and a closer for sealing deals. This specialization ensures every member of your team is playing a role that best suits their skills.
Once the process is defined, we digitalize it. This means your entire process is visualized through dashboards, reports, and charts, giving you a clear view of historical data. This lets you make proactive decisions, like adjusting your strategy if you see you’re not on track to meet your sales goals, or identifying and helping an underperforming team member. By implementing these systems, sales operations and CRM consulting helps you define your processes, structure your business, and use data to drive intelligent growth.
How do I know if my sales process is broken?
There are several red flags that can indicate a broken sales process:
- Leads are coming in, but few are turning into sales.
- Your team struggles to keep track of follow-ups.
- You feel a lack of transparency, and it seems like everyone
- is doing things their own way.
- Hiring new salespeople doesn’t lead to an increase in revenue.
- You are spending more on marketing and ads, but still not seeing a return on that investment.
If any of these sound familiar, it may be time to consult with a professional.
How can CRM consulting help if my team already uses a CRM?
That’s a great question, and it’s actually a very common situation. Most of our work is with companies that already have a CRM in place but aren’t getting the most out of it. This often happens because they invested a lot in the software itself but didn’t spend enough time on the fundamental business process.
A CRM system is just a tool. To use an analogy, a shovel is a great tool for digging, but it’s not going to help you screw in a light bulb. The same principle applies here. Many businesses buy the wrong CRM setup or licenses because vendors are great at selling their products. They see the ads, read the articles, and get convinced that a specific software is the solution to their problems, when in reality it’s just a toolâand maybe the wrong one.
We help you cut through that noise. We’ll work with you to understand your core business processes, identify where your team needs training, and determine the right roles for everyone. Sometimes, you may even find that you don’t need a traditional CRM at all, but rather a more straightforward solution like a customer portal for transactional business. We’ll help you fix your strategy first, so you can make your existing CRMâor a new oneâwork for you.
What problems can a consultant help me fix?
A consultant can help you fix a wide range of issues related to your sales operations, including:
- Sales process and operations
- Lead management
- Opportunity management
- Approval processes
- Marketing tracking
- Customer acquisition and business development
- Ongoing sales
Do I need consulting if my team is already hitting targets?
That’s an excellent question. Even if you’re hitting your targets, you may not be reaching your full potential. A consultant can help you understand why you are hitting those targets. Is it because of a few key accounts? What specific actions are leading to success?
By gaining this insight, you can create a repeatable process that ensures you not only meet but exceed your goals in the future. Without this understanding, you may be missing out on opportunities and underestimating what your business is truly capable of. A CRM system can help provide that visibility.
What's the difference between hiring a sales consultant and just training my team?
Team training is only a small part of a much larger sales system, which also includes:
- Best practices and rules
- Digital tools and reports
- Clearly defined roles and hierarchy
- Motivation systems
If you just hire a trainer, you have to ask yourself: What are they training your team on? While a good trainer can teach universal techniques, a consultant works with you to understand your unique business and its specific processes. It’s much more efficient to train your team on your own proven best practices and scenarios rather than adopting a generic approach. Every business, even those in the same industry, has its own unique way of operating. A consultant helps you leverage that specific knowledge.
Can sales process consulting help small businesses, or is it only for large companies?
Sales process consulting is specifically designed for small and medium-sized businesses. Large corporations operate differently; they have massive budgets and specialized teams for every narrow role. They can pour money into marketing and hit targets quickly.
Small businesses operate on different rules, and we are built to address their unique needs. As a small business ourselves, we understand the challenges you face and can provide the tools you need to grow and be competitive.
What's the difference between CRM training and CRM consulting?
CRM training is about teaching your employees which buttons to click in a specific CRM systemâwhether it’s Salesforce, Zoho, or another platform. It’s about showing them the tactical steps to perform a task, like creating a new lead and saving it.
CRM consulting is a much broader, strategic process. It’s about working with a consultant to develop your entire customer strategy, map your customer’s journey, and figure out how to sell more efficiently at scale to achieve stable, repeatable growth year after year. It’s not just about the tool; it’s about the entire business strategy behind it.
What's the ROI of investing in sales operations and CRM consulting?
The return on investment (ROI) can vary greatly, and there are no universal guarantees. If done incorrectly, the ROI can be negative. However, if done right, it can be very positive.
Generally speaking, most of our clients achieve a positive ROI from their investment. That said, we are transparent about the fact that negative outcomes can occur if our recommendations aren’t followed correctly or if we make a mistake in our strategy (yes, you’ve read that read – we sometimes make mistakes, but we talk about that openly). We believe that a successful outcome is a partnership that requires synergy and common sense from both sides.
How long does it take to see results from sales process consulting?
The easiest way to think about it is based on your opportunity cycle lenght.
For example, if you sell something like glass facades for large construction sites, your sales cycle could take a year or even a year and a half. In that case, it takes longer before you start seeing results.
On the other hand, if you sell consumer products, like in a project we did with a driving school where the average deal cycle was just two or three business days, then youâd see results almost immediately.
So it really comes down to how long your opportunity exposure is. The shorter the cycle, the faster youâll see results.