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Product management Data visualization Data analysis Operations Project managementSkills
gap analysis hubspot crm process optimization process improvement project management sales operations teamwork management data analysis operationsSet 2 Close is seeking to enhance the efficiency of its revenue-generating processes by conducting a comprehensive analysis of its current revenue architecture. The project aims to identify inefficiencies and gaps in the processes used by sales, operations, project managers, and account managers. By leveraging data analytics tools such as HubSpot, Vasco, and Teamwork, the project will provide insights into how these teams can achieve greater efficacy. The goal is to streamline operations, improve collaboration, and ultimately increase revenue. This project offers learners the opportunity to apply their knowledge of data analytics and process optimization in a real-world setting, focusing on identifying and addressing specific areas for improvement within the company's existing systems.
The project will deliver a detailed report outlining the findings of the gap analysis, including specific inefficiencies and recommended process improvements. Additionally, a presentation will be prepared to communicate these findings to Set 2 Close's management team. The deliverables will also include a set of actionable recommendations for optimizing the use of HubSpot, Vasco, and Teamwork to enhance overall process efficiency.
Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.
Sharing knowledge in specific technical skills, techniques, methodologies required for the project.
Direct involvement in project tasks, offering guidance, and demonstrating techniques.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
Supported causes
The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.
About the company
We are a B2B Business that provides Onboarding, Training, and Optimization of CRM solutions from a Revenue Operations and Sales Perspective. Simply put, we help businesses grow with efficiency.