+ CRM Technology

A properly configured and utilized CRM, like Salesforce, can improve customer retention, by as much as 27%.

Yet many sales organizations simply attempt to use CRM applications in place of, not as part of, a well-defined sales management system and process. What businesses truly need are clear steps that link activities to business results such as sales, revenue, customer satisfaction, etc. as well as a way to visualize and interpret them in order to make informed, strategic decisions.

VALiNTRY360 integrates the sales process into a customized implementation of Salesforce that helps you understand your customers, automates much of your sales funnel, and supercharges your business by delivering:

* System Integration
* Dashboards
* Custom Reports
* Email Integration
* Process Automation
* Validation Rules
* and more!

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Our 3 Ms Approach

VALiNTRY360 seeks to improve the effectiveness of your sales teams through an evaluation of the 3 Ms (Management, Methodology, Metrics) that support the sales and account management organization as well as your CRM technology. We call these four components, VALiNTRY360’s Sales Performance System.


We assess your sales territory assignment, annual sales planning, what tools are used to execute on that plan, and how you monitor performance.


We help you define a clear sales process and create tasks for each stage in the sales cycle which, ultimately, leads to greater sales consistency.


We assist you in shifting your focus from lagging to leading indicators by defining controllable actions and creating clarity in your reporting.


Our Process

When you engage VALiNTRY360 for Sales Effectiveness Consulting, we capture a holistic view of the current state of your business, and develop our hypothesis for solutions, through 6 stages:

1. Surveys & Interviews

Managers and employees are surveyed to quickly assess pain points within the teams then follow up interviews are performed to gain deeper insight into survey responses.

2. CRM Assessment

VALiNTRY360 conducts an in-depth assessment of your system’s setup, utilization, user experience, and the current development roadmap.

3. Organizational Design

We then review team spans of control & layers, compensation plans, and incorporation of sales operations roles as they relate to your CRM and current sales results.

4. Process Mapping

Next, your sales processes and methodology are reviewed and mapped to highlight gaps in perception of stakeholders vs reality of the sales team.

5. Data Analysis

Managers and salespeople are assessed individually and as a team to identify existing performance trends and potential root causes. and are then observed to validate data analysis and identify non-value add work being performed.

6. Observations

Both Sales teams and Management are then observed to validate the results of the data analysis and provide an opportunity to identify any non-value add work being performed at any point of the process.


Outcomes and Benefits

At the end of our 3Ms process, outcomes include a consistent sales methodology and process, a focused customer strategy, easy-to-manage performance metrics, and a complete sales toolset to make your success a reality.

Our Sales Effectiveness Consulting clients see benefits from a new standardized sales system that include improved sales execution, reliable and scalable performance, as well as a more enabled sales team.

Featured Clients

    Our Clients in Their Own Words

    Valintry’s assessment was extremely enlightening. It validated areas we knew were in need of attention and exposed some that were totally off our radar. Their work has set the sales ops agenda for us this year, and are looking forward to addressing each challenge to help us run a more efficient and effective sales and marketing organization.

    Working with the team at VALiNTRY was great! They were able to leverage their knowledge of healthcare and help us customize our Salesforce Health Cloud environment as well as our High Velocity Sales package. Would definitely recommend them as they were really nice, easy to work with, offered support, and enabled us to get the most out of our Salesforce instance. Our business is now growing much faster because of what VALiNTRY helped us build.

    My biggest fear in starting this project was what I didn’t know. I needed to represent our company and business processes, that part was easy; but how [Salesforce] would tie in and aid in our growth, that was the unknown for me. [VALiNTRY360] partnered with me, learned our business, challenged me while allowing me to challenged [them] too. I quickly learned I didn’t need to understand everything [SFDC] to make this implementation a success. Finding the right partner that is willing to roll up their sleeves, learn alongside you, listen to you, and coach you when needed is the secret to success.

    I see VALiNTRY as a high knowledge “Subject Matter Expert” on Salesforce, [they] added value to all our Salesforce effort activities. We will definitely use VALiNTRY as our new Salesforce Business Partner!

    The experience with [VALiNTRY] has been exceptional.  My team would attest to the fact that I have very high expectations and [VALiNTRY] exceeded them every step of the way.  I’m really excited about what [they] made for us and looking forward to operationalizing it!

    I own a… professional services firm and have very high expectations for other professional services firms that we engage. VALiNTRY360 exceeded my expectations throughout every step of the process. The team was very knowledgeable and was able to leverage their experience to help tailor our implementation so that all of our business requirements we’re met. We’ve already engaged them for additional work and I consider them an outstanding partner.

    We have used VALiNTRY360 for the past few months to help develop a functioning Salesforce system for a group of people who have never used it before. The customer service and patience [they have] provided has been nothing short of exceptional. [They do] not take the easiest way to fix individual problems, but really dive into the reasoning behind the problem, and choose the solution that makes the most sense in the future.

    The team at VALiNTRY is excellent!! As lead on the CRM selection and implementation project for the Alumni Department at my University I knew what we needed to accomplish but had no CRM or technical experience. From the first meeting with the VALiNTRY team I was confident that they had the expertise for a successful CRM implementation, and the people skills to effectively bridge the gap between our technical team, and our end users. I was especially grateful for their listening to our needs then recommending SalesForce as the best solution. We are extremely satisfied with the product and its deployment. Tamekia kept us on track with her very timely milestone reminders, and Timmy, Andrew, Jory and the rest of the team ensured that we were up and running in record time and within budget. The ongoing support we receive from VALiNTRY for everything from complex integration to simple day-to-day operational questions has been exceptional.

    Jory at VALiNTRY was great to work with. He listened to our ideas and helped to turn them into a functioning product. He was available for questions and calls when we needed input. Thanks to their expertise, knowledge and skills, we now have a new tool that is already saving us time and helping to make us more productive.
    Thank you Jory & VALiNTRY!

    Valintry provided excellent and very thorough leadership and support when we integrated Pardot with our existing marketing strategy. I could not have been more please will the level of effort and communication [the] team provided during the process.

    Valintry went above and beyond to ensure our switch to Salesforce seamless and painless. [They] tailored Salesforce to fit our needs and wants and walked us through every step of the process. We could not be happier with the result!

    VALiNTRY made the entire onboarding process seamless. Their communication is top-notch and they listen to what you want to do. They come back with suggestions and help you get set up so it helps your company!!

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