SOaaS

Sales Operations as a Service

Providing expert-level, contracted services is at the heart of the KF brand. Our unique SOaaS offering (Sales Operations as a Service) provides businesses with top-tier sales ops services, giving back time to sales teams so they can focus on selling instead of performing admin tasks.

The 6 specialized services included in our SOaaS offering are listed below.

CRM Database Management

Creating and managing custom reports and dashboards
Organizing and restructuring existing CRM records and data sets
Creating and managing automation flows and rules
Assisting in privacy rules, profile assignments, and team role management

Sales CRM Admin Support

Creating, updating, and otherwise managing input into the CRM system on behalf of the sales team, including but not limited to updating pipeline information, creating new client contact records, inputting opportunities, and managing lead activity
Implementing and managing a more efficient and timely process for the sales team to provide pipeline and CRM record updates; this typically looks like the sales team using Slack channel chats or voice memos to update the KF team, and the KF team will update the CRM

Lead Management

Screening all new lead records and removing spam and leads with bad contact info
Enriching qualified leads with more context for the sales team, including LinkedIn URLs and job titles
Importing leads for the Marketing team after conferences, tradeshows, or other events
Re-routing leads that need customer service instead of sales
Creating and managing automated lead distribution and assignment rules in the CRM system

Business Documentation Support

Assisting with sales-related document creation and management, including but not limited to CRM training documents, RFPs, database structure outlines, business process manuals, sales team onboarding materials, and automation process mapping

NPS and CX Program Management

Implementing and managing the CEM system, NPS surveys, and other customer experience programs
Creating and updating email survey templates
Creating, updating, and managing automated sending rules for surveys
Managing and escalating customer feedback alerts
Creating and managing reports and dashboards with feedback data
Hosting training sessions and creating documentation manuals on the CEM system, NPS process, and CX programs

Sales Ops Strategy Consulting

Assisting leadership with sales ops strategy planning and evaluation
Hosting sales ops workshops and strategy think tank sessions
Creating and managing sales ops, CRM, and sales-related strategy flowcharts and documents
1:1 meetings with leadership as needed