Colektia — Internal documentation
Sales & CSM Portal
Welcome to the resource hub for the Sales and Customer Success teams. Here you'll find the processes, tools, and applications we use to sell, retain, and grow our clients.
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Processes
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Process
Sales Process
Methodology and stages of Colektia's commercial cycle
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📈
Process
Upselling Process
How to detect, qualify and escalate expansion opportunities
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Tools
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Tool
Client Segmentation
Classify and prioritize accounts based on strategic criteria
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Tool
CSM Incentive Calculator Q2
Calculate quarterly bonus based on performance metrics
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Tool
Pipeline Overview
Consolidated view of the commercial pipeline in Google Sheets
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Applications
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External app
HubSpot
CRM — deals, contacts and commercial pipeline
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👥
External app
Customer Hub
Account management, opportunities and CSM tracking
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🌿
External app
Growth Hub
Track growth and expansion initiatives
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