King Femina
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.
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The 6 specialized services included in our SOaaS offering are listed below.
CRM Database Management
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Creating and managing custom reports and dashboards
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Organizing and restructuring existing CRM records and data sets
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Creating and managing automation flows and rules
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Assisting in privacy rules, profile assignments, and team role management
Sales CRM Admin Support
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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​​
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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
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Screening all new lead records and removing spam and leads with bad contact info
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Enriching qualified leads with more context for the sales team, including LinkedIn URLs and job titles
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Importing leads for the Marketing team after conferences, tradeshows, or other events
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Re-routing leads that need customer service instead of sales
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Creating and managing automated lead distribution and assignment rules in the CRM system
Business Documentation Support
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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
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Implementing and managing the CEM system, NPS surveys, and other customer experience programs
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Creating and updating email survey templates
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Creating, updating, and managing automated sending rules for surveys
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Managing and escalating customer feedback alerts
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Creating and managing reports and dashboards with feedback data
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Hosting training sessions and creating documentation manuals on the CEM system, NPS process, and CX programs
Sales Ops Strategy Consulting
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Assisting leadership with sales ops strategy planning and evaluation
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Hosting sales ops workshops and strategy think tank sessions
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Creating and managing sales ops, CRM, and sales-related strategy flowcharts and documents
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1:1 meetings with leadership as needed