Frequently Asked Questions
This page provides answers to general questions. If any of your questions aren’t answered, please visit the Contact page or give us a call at (617) 807-0114. Please make sure to leave a voicemail. Thanks!
General Questions
Q: What services do you offer?
A: We provide comprehensive consulting services for Customer Relationship Management (CRM) database administration, Revenue Operations, and Tech Stack. The CRM databases we support include Salesforce. Our services range from evaluation, to initial setup and customization, to ongoing support and training. Please see our Services page for more details.
Q: Why should I choose your consulting services?
A: Our team includes certified experts with extensive experience in CRM systems and Revenue Operations. We have over 35 years of combined professional experience and over 25 years of Revenue Operations and CRM experience. Additionally, we hold Advanced Salesforce Administration certification and are a Salesforce Certified Partner.
We take the technical aspects of CRM consulting and broaden the positive impact through our Revenue Operations experience. We tailor our solutions to meet your specific business needs, ensuring you get the most out of your investments. We are one of the most flexible and low-cost CRM and Revenue Operations consulting options on the market.
Q: What type of customers do you help?
A: We mainly focus on small to mid-sized companies located in the United States. Our expertise is mostly based on our experience with Software-as-a-service (SaaS) companies. However, we would love to talk to you even if your company does not fit this profile. We are flexible and work with many different company backgrounds.
If you have limited Revenue Operations or CRM resources, just lost a resource and need some temporary help, or need to figure out how to create more value and scale with less, we are a perfect match.
Q: Do you have any customer testimonials?
A: We do! See two examples below of what our customers think about us.
“Winwood helped to guide our commercial team towards real, impactful changes.” - Connor, Phoenix Tailings
“Winwood made strategic go-to-market recommendations that helped increase conversion rates by 50%” - Will, Gravy
Q: I have a small budget. Can you still help?
A: Yes! We are one of the lowest cost options on the market. Additionally, we don’t have a minimum number of hours. So, small projects work for us too!
Q: Do you offer contracts based on a retainer?
A: We sure do. We can set up a retainer agreement that allows us to be a flexible extension of your team at a low cost.
Q: Where are you located?
A: We have individuals in Massachusetts and Washington state allowing us to cover all time zones in the United States. All of our services are provided remotely. This reduces the cost of our services.
Q: I want to hear more! How do I get in contact with you?
A: We’d love to speak to you. Either fill out the form on our Contact page or give us a call at (617) 807-0114. Please make sure to leave a voicemail.
Pricing and Contracts
Q: How do you price your services?
A: Our pricing is based on the scope and complexity of the project. We offer the most competitive rates, while also customizing the contract to fit your budget and needs. Typically contract structures include retainer contracts or project-based contracts.
Q: Do you offer long-term contracts?
A: We provide flexible contract options, including both short-term and long-term agreements to suit your business requirements. These contracts can even be month-to-month agreements.
Salesforce Specific Questions
Q: Can you help with Salesforce implementation?
A: Absolutely! We assist with the entire implementation process, including planning, data migration, customization, and user training. We are a Salesforce Certified Partner.
Q: Do you offer Salesforce training?
A: Yes, we provide remote training sessions to help your team become proficient in using Salesforce.
Q: How do you handle Salesforce integrations?
A: We specialize in integrating Salesforce with various third-party applications to streamline your business processes and improve data flow. Please reach out to confirm that we can handle integrations with your tech stack.
Q: Can you be our Salesforce ticket support?
A: Absolutely! We have helped our customers with this. We will need access to your Salesforce instance. Please reach out to us and we can talk more about it.
CRM Technical Support
Q: What kind of technical support do you offer?
A: We provide options, such as a retainer contract, to provide continuous technical CRM support or Revenue Operations help. For example, we have had engagements where we monitored and resolved Salesforce tickets on behalf of our clients.
Q: How would my team contact you?
A: We would make our contact and communication specific to our engagement and what works best for your team. We can interact with your organization through emails, calls, or a ticketing system.
Revenue Operations Specific Questions
Q: Can you help with Revenue Operations? What type of Revenue Operations services can you help with?
A: Absolutely. We have extensive experience with Revenue Operations. Some examples of our consulting services include go-to-market strategy and planning, pipeline management and funnel conversion, forecasting, staffing, variable compensation, enablement, and tech stack support.
Q: What Revenue Operations experience do you have?
A: We have experience growing multiple companies from $20 million in Annual Recurring Revenue (ARR) to over $100 million. This includes growing company valuations by over 5x. We’ve assisted multiple companies with strategic acquisitions and Initial Public Offerings (IPOs).