Assessments

Discover Your Organization's Potential

Assessments

Most companies lack well-defined systems architecture to help scale to meet future needs without huge expenditures in human capital.  Our mission is simple–create efficient systems that reduce manual processes.

Broken out into two phases an assessment begins with a deep dive into your systems and go-to-market teams. Our experts learn the in’s and out of your organization’s needs and user requirements.

Upon delivering our recommended solutions, our technical team goes on to create a detailed scope for implementation. With expected timeline and projected cost in hand, you gain a clear understanding of your path to streamlined revenue operations.

Get Started

Interested in learning more? Contact our experts to discuss how we can improve the return on your sales and marketing efforts.

Assessments Built Around Your Needs

Revenue Operations Assessment

Our Revenue Operations assessment explores your existing sales, marketing and customer service technology stacks and determines how these technologies integrate with your ERP, Financial Systems and Customer service software.  Once our experts have an understanding of your organizations revenue operations, we’re able to determine the optimum customer engagement approach.

Email Marketing Assessment

Our Email Marketing assessment takes a deep look into how you’re currently managing your customer outreach.  This assessment reviews everything from your technology, how it’s integrated with your other systems, your workflows, prospect segments, data cleanliness, to overall your email design and copy.  Assessments are the foundation for effective email marketing and we’ll provide recommendations to see substantial uplift across opens, engagements, and most important revenue.

Migration / Integration Assessment

This assessment takes a look at what it would take and feasibility to migrate or integrate your technologies.  Depending upon the assessment focus we’ll either look at what’s the best possible way to integrate your technologies or what it will take to migrate from one technology to the other.  

Our Approach

Phase 1. Subject Matter Expert Interviews
These interviews allow our team to gain an understanding of how you are currently using technology by speaking directly with the end users, establishing a baseline for how the organization works and uses its technology.

Phase 2. Business Process and Data Analysis
In this deep-dive into the business processes, data, and marketing requirements of an organization, our internal team will analyze each system to understand the data architecture required for successful implementation.

Phase 3. Deliverables
Deliverables will include recommended business processes and a comprehensive sales & marketing email & technology strategy.  Includes a presentation to your team, Q&A session, and general discussion regarding our findings and key recommendations.

Working With OBO

With extensive experience in 20+ platforms and a deep understanding of data and system architecture, we’re uniquely positioned to evaluate and implement technologies that will serve as a force multiplier to your sales and marketing efforts. From CRM to Marketing Automation, and each relevant technology in-between, we evaluate what is working, what is causing friction, and provide customized recommendations that work for both your team and your customers while complementing your current systems.

Once implementation is complete, our integrated marketing team can provide the support you need to develop your marketing strategy, manage your marketing automation system, coordinate email marketing and even run your digital campaigns.

Awards

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