CRM & Sales Enablement | Revelio Advisory

The Problem

The company has no CRM, or has one that nobody uses. Leadership cannot see the pipeline, forecast revenue, or measure sales effectiveness. New salespeople take too long to ramp and there are no playbooks or training materials.

Who This Is For

SMBs that have outgrown spreadsheets and email but have not implemented a CRM, or have implemented one poorly. Also companies with 3+ salespeople where productivity is inconsistent and new hire ramp time exceeds 6 months.

What We Cover

CRM requirements definition and vendor evaluation
Configuration, customisation, and process integration
Data migration and team training
60-day adoption support programme
Sales playbook creation and pitch framework
Objection handling guide and competitive battlecards
90-day new hire onboarding programme

How It Works

An 8-12 week engagement that covers the full lifecycle from selection through to adoption. We do not just configure the tool. We design the process around it, train the team, and stay with you through the adoption phase to make sure it sticks.

Typical Duration

8-12 weeks

Delivery Model

Structured engagement with defined milestones, regular check-ins, and a clear handover at completion.

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