Do we need a new CRM?
Not necessarily. PMMA first determines what already works in your current CRM and tools. Many improvements come from better process, routing rules, integrations, and reporting.
PMMA Advisory Group service
Capture, qualify, route, and follow up on every lead consistently, and give leadership a pipeline view it can trust.
PMMA's sales acceleration and revenue operations work fixes the gaps where leads get lost: slow or inconsistent follow-up, unreliable CRM data, and sales activity that is disconnected from marketing and social media. The service covers lead capture, enrichment, qualification, routing, follow-up, nurturing, re-engagement, CRM improvement, attribution, and pipeline reporting for CEOs, CROs, and sales leaders.
| Service name | Sales Acceleration and Revenue Operations with Practical AI |
|---|---|
| Starting price | Starting price not provided. Depends on scope. |
| Service area | Based in Phoenix, Arizona. Serving organizations nationally. |
| Lead time or availability | Not published. Discussed during the AI Opportunity Review. |
| Delivery format | [CLIENT TO PROVIDE: remote, on-site, or both] |
| Best for | Teams that want more responsive sales execution and stronger revenue control. |
| How to book | Schedule an AI Opportunity Review |
Map how leads arrive and what happens to each one today.
Identify where response, qualification, or handoff breaks down.
Design routing, follow-up, and nurturing rules with clear ownership.
Implement automation and CRM changes with human review where judgment matters.
Train the team on the new process.
Measure response, progression, conversion, and pipeline indicators, then optimize.
PMMA does not publish starting prices. Scope and cost are set once the problem and priorities are clear.
A useful first conversation
Experience behind the work
PMMA brings more than 30 years of leadership and delivery experience spanning business, finance, technology, operations, transformation, and complex execution.
Practical answers
Not necessarily. PMMA first determines what already works in your current CRM and tools. Many improvements come from better process, routing rules, integrations, and reporting.
Through response, progression, conversion, and pipeline indicators agreed at the start, so you can see whether follow-up and pipeline control are improving. PMMA does not guarantee specific lead or revenue numbers.
Yes. PMMA connects engagement from your website and social channels to lead capture, CRM activity, follow-up, and sales conversations.
No. Automation handles repetitive steps such as routing and reminders so people can spend more time on real conversations. Judgment calls stay with your team.
A practical place to begin
An AI Opportunity Review starts with your business problem, not a software pitch. We look at how the work happens today and where AI or automation could produce measurable value, then agree on a sensible next step.
Bring a rough picture of where your leads come from and what happens next. That is enough to start.
Choose a time on the calendar. You will get a confirmation from the scheduler. Prefer to write first? Send a message on the contact page.