Helping Sales and Marketing Executives Grow

By helping them manage large sales and marketing digital strategy and transformation initiatives.

We Help Sales and Marketing Executives

Like You, With The Following Challenges

ElevatIQ consultants have deep expertise in sales and marketing transformation initiatives such as CRM and marketing automation selection, implementation, and integration.

Improve CRM Adoption


Are you struggling with CRM adoption among your team? Are the workflows too over-bloated for your sales teams? Are teams spending too much time with data entry? Sales and marketing executives seek help from ElevatIQ when they run into these challenges.

Improving Customer and Vendor Collaboration


Does Customer interaction feel like too much back and forth? Can you improve collaboration by implementing a configurator or customer or vendor portals? Sales and marketing executives seek help from ElevatIQ when they run into these challenges.

Implementing Configurator Experience


Did you always want to implement a configurator but are not sure where to start? Are you struggling to translate your current model to the configurator model? Sales and marketing executives seek help from ElevatIQ when they run into these challenges.

Creating Integrated Experience in Marketing Tech Stack


Do you feel like jumping around different tools to get your sales and marketing workflows completed? Do you not have enough operational data in your CRM to make decisions? Sales and marketing executives seek help from ElevatIQ when they run into these challenges.

Getting More Data from Channel Partners


Do you not have access to data from channel partners? What if you could get a lot more data from your vendors by installing your configurator on their sites? Sales and marketing executives seek help from ElevatIQ when they run into these challenges.

Improve Customer Experience


Do you struggle to provide a seamless customer experience? Do you not have a way to stay engaged with your customers continuously? Not able to provide as compelling a customer experience as you would like? Sales and marketing executives seek help from ElevatIQ when they run into these challenges.

Remove Friction from the Sales Funnel


Does it feel that you have too much friction in your sales funnel? Are you losing deals because your sales team takes too long to respond to quotes? Sales and marketing executives seek help from ElevatIQ when they run into these challenges.

Improve Traceability of the Sales Cycle


Do you not have a complete understanding of where you might be losing opportunities? Or do you lose the traceability of your sales funnel because of disconnected systems? Sales and marketing executives seek help from ElevatIQ when they run into these challenges.

Get Superior Business Insights


Struggling to get insights because of data siloes and fragmented system architecture? Not getting business insights because of the poor quality of your data in siloed systems? Sales and marketing executives seek help from ElevatIQ when they run into these challenges.

Want to learn more about why independent consultants have a higher success rate for sales and marketing executives?

Our Case Studies for

Sales and Marketing Executives

Our Services For

Sales and Marketing Executives

ElevatIQ services for Sales and Marketing Executives include digital strategy assessment and roadmap creation, business model transformation, business case development, requirements management, UX and customer experience mapping and testing, CRM selection, implementation and integration, CRM change management, and project recoveries.

Digital Strategy Assessment And Roadmap Development​


This service helps in formulating an overall strategy and roadmap for sales and marketing initiatives. This assessment could include identifying the channels, products or services, and process flows that may need to be tested out for the new digital initiative. The assessment would also include a roadmap of people, processes, and technologies required to ensure the success of these initiatives.

Requirements Management


This service helps in performing exhaustive analysis of as-is and to-be states of the requirements through interviews, demonstrations, secondary research, and process mining tools. It also helps in building consensus among all stakeholders involved with the as-is and to-be states, leading to easier change management.

CRM Change Management and Project Recoveries


This service helps in managing change, including defining, implementing, and managing change. It also helps in rescuing and recovering derailed projects because of an overly bloated eCommerce layer, performance issues because of poor implementation, or inferior customer experience because of poorly implemented master data or integration strategies.

Business Model Transformation (Productizing Services, Subscription-based business model)


This service helps in exploring new business models, such as changing a service-centric business to a configure-to-order business or implementing a subscription or managed services business model to help sales and marketing executives bring additional revenue. It helps in planning these services comprehensively.

UX and Customer Experience Mapping and Testing


This service helps in mapping customer journeys, information and navigation architecture, low and high-fidelity designs, and tests all customer touchpoints. It also helps test user experience for consumer-facing apps through heat maps and multi-variate testing of different customer-facing apps.

Managed Services


This service provides most sales and marketing tech stack support services for a fixed monthly fee, whether you need help with support with your website, data cleansing, or CRM updates. This service is also very useful when you need consulting expertise at manageable, fixed monthly costs.

Business Case Development


This service helps in building a business case, including a comprehensive analysis of the scope and opportunities. As well as the cost and value generated through these opportunities. It also helps craft a business plan for sales and marketing executives who might not have as much experience in pitching to financial executives and the board.

CRM Selection, Implementation, and Integration


This service helps with the structured process for platform selection, including building enterprise architecture, building roles and responsibilities of all systems in the architecture, and then building RFP and vendor negotiations.

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2024 Digital Transformation Report

This digital transformation report summarizes our annual research on ERP and digital transformation trends and forecasts for the year 2024.