Optimizing Sales Tools in Montreal to Improve Sales Efficiency

Optimize the use of your existing tools (CRM, dashboards, sequences, tasks) to structure your sales and improve performance in Montreal.

Reorganize your sales tools for increased performance in Montreal

Do you already have a CRM, files, or tracking system, but your teams aren't taking full advantage of it?


At DETA, we help Montreal businesses optimize their existing sales tools to improve team efficiency, simplify management, and strengthen sales activity tracking. No coding, no technical overhaul: we reorganize your current usage with a 100% operational approach.

Why optimize your sales tools in Montreal?

Tools present, but under-exploited


In many SMEs, the tools are there, but:


  • Misused by the team
  • Incorrectly configured for tracking
  • Not adapted to the reality of the sales cycle


Optimizing your sales tools in Montreal allows:


  • To avoid information loss
  • To simplify the daily lives of representatives
  • Better track performance and tasks


Our Four Step Process

Used for all our mandates, this structured process allows us to obtain concrete and measurable results.

01

Diagnostic et Analyse

We identify your challenges and opportunities through an in-depth analysis of your business processes and performance.

02

Definition of Objectives and Priorities

We establish a clear roadmap, prioritizing strategic actions to maximize your growth.

03

Design of Solutions

We develop suitable tools: sales script, sales cycle mapping, tool optimization and targeted training.

04

Implementation and Support

We support you in the execution of strategies, with personalized monitoring to ensure concrete and lasting results.

01

Definition of Objectives and Priorities

We establish a clear roadmap by identifying and prioritizing the essential strategic actions to maximize your sales.

02

Diagnostic et Analyse

We conduct an in-depth analysis of your sales processes and performance to identify your challenges and opportunities to improve your sales (prospecting, conversion, tool efficiency).

03

Recommendations Report

We provide you with a detailed report based on our analysis, with strategic recommendations tailored to your business. This document highlights action priorities and adjustments needed to improve your sales.

04

Implementation and Support

We support you in implementing the recommendations resulting from our diagnosis, by integrating concrete tools through our DETA Playbook.

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Completed Mandates

100%

Customer Satisfaction Rate

1000%

Average ROI of our Customers

What optimization

of your tools

concretely allows

Centralize sales information

No more lost data or scattered notes.


Structure tasks and sequences

Sales routines, reminders, follow-ups, everything is predictable.


Simplify commercial management

Your dashboards are clear and actionable.


Equip your representatives without overwhelming them

Simple, effective tools that fit into everyday life.

Who is our tool optimization in Montreal designed for?

Companies with a CRM that is not fully exploited


Companies with multiple tools but little clarity


Sales teams seeking to gain rigor and efficiency


Managers wanting better tracking of sales activities

Take action today

Your current tools have potential. It's time to transform them into a lever for business performance. No coding, just better organization and greater impact.


Schedule a free consultation to optimize your sales tools in Montreal