World Class Sales and Customer Service Solutions

Sales Success; Simplified.

Most companies lose big deals because they treat them like everyday sales. They rely on the same playbook, unaware that high-value opportunities require a completely different strategy, one built on a proven, repeatable framework.

The companies that consistently win big don’t just sell well - they serve well. Their standout Customer Experience builds trust, confidence and long-term loyalty that competitors can’t match.

When you combine a winning framework with world-class service, you don’t just close big deals - you become the obvious choice.

HubSpot Sales Hub for B2B sales teams

Revenue Growth

Accelerate Revenue Growth with Precision-Tailored Strategies. Your sales teams deserve more than generic strategies. We develop GTM Strategies, Territory Plans, and Target Account Maps that ensure your efforts are focused where they matter most - on Big Deals.

Align Sales Teams with High-Value Markets. Our dynamic territory planning ensures your sales teams are strategically aligned with high-value markets, balancing coverage and capacity to optimise performance and maximise revenue.

Prioritise Accounts that Drive Results. Define and prioritise target accounts with precision. By combining firmographic data, buying signals, and intent insights, we ensure your team is focusing on opportunities that yield the highest return.

Track Opportunity Progression and Account Engagement in Real-Time. Stay ahead of the competition with real-time tracking of opportunity progression and account engagement. Our tools keep your team in sync, so no opportunity slips through the cracks.

Ready to Accelerate Your Sales? Let’s talk about how our GTM strategies and account-based campaigns can help you win Big Deals and scale faster.

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Improve Margins

Maximise Billable Utilisation and Profitability. Struggling to balance billable and non-billable hours? Our all-in-one CRM platform integrates service tickets, business development and sales pipelines, and client data to streamline operations and increase margins.

Eliminate Bottlenecks with Automation. Automated workflows route tasks efficiently between sales, engineers, field service and support, enabling your team to resolve issues faster and reduce friction. This leads to higher productivity and quicker resolutions.

Simplify Team Operations. Integrated CPQ, quote-to-invoice automation, and an intuitive, easy-to-use CRM interface minimise administrative work, allowing your team to focus on what really matters—high-value, revenue-generating activities.

Gain Real-Time Visibility and Control. With real-time visibility into resource allocation and utilisation, you can ensure optimal balance between billable and non-billable hours - improving your team’s performance and your bottom line.

Ready to Maximise Your Utilisation? Start today and see how our CRM solution can help you streamline workflows, reduce costs and boost profitability.

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Sales Strategy Consulting

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Sales Process Consulting

Why use B2B Sales Consulting?

In today's competitive B2B landscape, winning Big Deals and new customers is more complex than ever. With intense competition and elusive decision-makers, traditional sales methods will likely fail.

At Big Business Agency, we help businesses improve sales by developing effective strategies, optimising sales processes, and automating with the right technology to drive growth and performance. Visit our sales consulting services page to learn more.

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Empower Customers. Automate Efficiency. Scale Smarter.

Your customers expect seamless, self-service experiences - but fragmented systems and manual processes slow you down. Our Intelligent Automation solutions streamline customer interactions, improve efficiency, and drive revenue growth.

Self-Service That Works for You and Your Customers. We integrate Customer Portals with your Knowledge Base, Catalogues, Tickets, and Workflow Playbooks, enabling customers to find answers, request services, and track support tickets - without burdening your team.

Smart Catalogues, Smarter Transactions. Our configurable Customer Catalogues let you manage products, services, subscriptions and bundles - all with real-time version control, ensuring accurate, up-to-date offerings.

Complex Pricing, Simplified. Eliminate manual pricing headaches with dynamic Customer Price Lists that support complex bundles, multi-currency pricing, and tailored offers - ensuring a frictionless sales process.

Deliver Faster. Reduce Costs. Stay Ahead. Automate your customer interactions and service workflows to increase efficiency, reduce manual effort, and provide a seamless experience that drives loyalty and growth.

Let’s talk about how Intelligent Automation can transform your operations

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Seamless Workflows. Smarter Collaboration. Faster Revenue

Disconnected processes slow teams down, delay customer responses, and create inefficiencies. Our Integrated Workflows eliminate bottlenecks, automate collaboration, and accelerate revenue collection.

Empower Customers with Instant Access. A Self-Service Knowledge Base gives customers automated access to Standard Operating Procedures, Engineering Data Sheets, Certifications, and Calibrations - reducing support tickets and improving operational efficiency.

Break Down Silos with Automated Workflows. No more handoffs getting lost in the process. Automated workflow routing ensures smooth collaboration across Field Service, Sales, and Support, so the right teams act at the right time - without delays.

Streamline Payments and Cash Flow. Centralised Contract Billing and secure Credit Card Payments simplify collections, reducing admin overhead and improving cash flow - so your team focuses on growth, not chasing invoices.

Reduce Effort. Improve Speed. Drive Profitability. Eliminate friction, automate key processes, and keep your business running at full speed.

Let’s talk about how Integrated Workflows can transform your efficiency.

How to get started.

Align your Sales and Customer Service administration on a powerful platform to automate workflows and leverage AI.

how we do it, in 3 steps:

1 - Site Visit

A site visit is the first step we have found to be the most valuable and effective. On this day we tour the facilities and discuss issues and challenges across the various departments and roles within each department. These site discussions form an integral part of defining our Digital Solutions Scope.

The Scope identifies what processes and procedures are to be automated and details the customers, products/services/subscriptions, departments, resources and technologies to be included in the project.
2 - Project Plan
The Step 1 Scope and associated business requirements are documented along with:
- Project Stakeholder communication plan
- Delivery methodology detailing how the project will be delivered
- Assumptions, risks and dependency log
- Schedule and task list
- Deliverables and phases
- Change Request Process
- Solution Architecture
- Systems Integration Plan
- Project Management delivery
- Payment terms
- Acceptance and testing criteria
3 - Ongoing Support

Mistakes to avoid.

Customer Service Operations and Sales alignment is a powerful engine for managing complexity while growing a business.

Here are some key pitfalls to avoid when applying new digital solutions to deliver alignment:

Attempting to digitise poorly understood after-market processes
Lack of clarity on viable product, subscription and service bundles and combinations
Attempting to use digital solutions to make a business change rather than automate the business changes
Thinking that a task list is a project plan
Having no agreed change request process to balance project cost, scope and timeframe
Not understanding when assumptions and dependencies have become risks

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Customer Service Operations aligned with Sales.

We've solved alignment issues by using automated workflows across multiple departments to manage complexity. We're delivering self-service options to customers, enabled by automation to connect front office to back office to field service.

Learn more

We are experiencing significant increases in our efficiency and simplification of our Customer Service Operations having implemented automated Workflows with Big Business Agency.

Simon Hunter

CEO Hunter Apparel Solutions

Read the Case Study

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B2B Sales

Consulting

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Technology

Implementation

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