Independent consultant / Newbury, UK
Sales & revenue operations. Built for the people doing the work.
I work on the processes and systems behind a sales organisation: how people are onboarded, accounts are assigned, targets are communicated, questions are resolved and performance is reported.
Experience across Vodafone Business, Oosto and CRM management
Make the operating process usable.
A CRM change rarely stands alone. It can affect the person selling, the manager reviewing the pipeline, the team setting targets and the people responsible for commissions or reporting.
I connect that operational context with process design, implementation, training and continued improvement. The starting point is the work people need to complete, including the exceptions they currently handle outside the system.
Sales onboarding
Map the steps, information and responsibilities needed for a person to become operational. Make the process repeatable and usable across the teams in scope.
Account and territory movements
Define ownership, transfer rules, effective dates and the impact on downstream reporting and sales processes.
Commission queries and target communication
Give people a clear route to raise an issue, provide the necessary information and reach the appropriate review or decision.
Reporting and CRM workflows
Improve recurring reports, support requests and the processes around the CRM, with practical handover and training.
A broad remit at Vodafone Business.
I designed, built and improved sales onboarding, account movements, commission disputes, target letters and reporting. My wider remit covered IoT, Cloud, Digital Sales, Carrier, MNC (VGE) and selected operating companies.
An onboarding process I developed in IoT was adopted more widely across Vodafone Business, covering 2,300+ sales users. The figure refers to that onboarding rollout.
Other work included IoT and heads-of-sales reporting automation, a commission-dispute submission tool accessed through a Power BI app, target-setting processes between Vodafone Business and operating companies, Anaplan video tutorials and Salesforce workflow improvements.
Commercial context beyond one platform.
At Oosto, now part of Metropolis, my sales and marketing operations work included customer segmentation, target-account selection, territory assignment, automated prospecting-funnel tracking and fiscal-year commission terms and conditions.
As CRM Manager at Nitrogénművek, I managed Salesforce implementation and improvements, coordinated specialists and helped teams adopt the system through training.
At Vodafone Business I also coordinated enterprise deal reviews involving senior leaders across commercial, financial, legal and technical functions. That experience helps connect a local process change with the wider decisions around it.
Start at the scale of the problem.
For one defined process, focused discovery is £2,500 for up to four of my working days. The outputs are agreed around the question: a problem statement and solution plan, with a technical proof or demo when useful.
For a complex workstream spanning systems and teams, assessment starts at £6,000, sized for eight of my working days, up to six interviews and a high-level review of four core systems.
Implementation is quoted separately. Well-defined delivery uses £575 per day as a planning basis; complex workstream leadership and delivery uses £750 per own working day. We agree responsibilities and budget before starting.
Questions worth bringing to the first call.
Which process should we begin with?
Bring an example of the work that is currently difficult: a delayed onboarding, a disputed account transfer, a recurring reporting task or a commission query. We can identify the decisions and systems involved.
Will the work include training?
Training and handover are considered as part of the agreed delivery scope. A working process needs people who know how to use and maintain it.
Do you only work with Salesforce?
Salesforce is part of my professional background. The engagement starts with the business process and its existing systems; specialist platform work and access requirements are agreed in scope.
A useful next step
Which sales process needs attention?
Tell me what happens today and where the work slows down. The first 30-minute conversation is free.
No VAT added — I’m not VAT registered.
View the full engagement terms.