Sales Operations & Enablement

Strengthen your CRM systems, sales processes, and pipeline visibility through disciplined sales operations and enablement.

Strengthen your CRM systems, sales processes, and sales collateral.

From CRM administration and lead routing, to sales collateral and pipeline reporting. Sales Operations & Enablement services at Wheelock Marketing Group (WMG) ensure every opportunity is tracked, supported, and managed through structured systems designed to convert pipeline into revenue.

CRM Setup & Administration

CRM Setup & Administration

Organize your contacts, companies, and deal stages through disciplined CRM setup and administration. WMG manages platforms such as HubSpot and Salesforce to ensure your data stays clean, your pipeline stays organized, and your team can easily track opportunities.WMG plans and manages paid advertising campaigns across search, social, and display networks to generate qualified traffic and leads while continuously optimizing performance and return on investment.WMG helps establish and maintain brand standards including logos, typography, colors, and design elements to ensure consistency across websites, marketing materials, social media, and advertising.Successful go-to-market strategies begin with a clear understanding of who your best customers are and why they choose you. WMG conducts market research, competitive analysis, and customer segmentation to identify your Ideal Customer Profile (ICP) and ensure your marketing efforts focus on the audiences most likely to convert.Why fix something that's not broken? For all we know, you could already be doing everything we would be doing and have no need for us. That's why Wheelock Marketing Group offers Gap Analysis and Performance Audit services. Delving deep into your current strategies to uncover inefficiencies and areas for improvement while benchmarking against industry averages. On the chance we identity an area of improvement, we provide actionable insights and data-driven recommendations. Helping to ensure every aspect of your marketing is aligned for maximum impact.
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Lead Routing & Pipeline Management

Lead Routing & Pipeline Management

Ensure every inquiry is captured and assigned through structured lead routing and pipeline management. WMG builds workflows that automatically route leads to the right team members and track opportunities from first contact through closed business.WMG improves your visibility in search results through keyword strategy, technical optimization, and content development designed to increase organic traffic and generate inbound leads.Your website should accurately reflect the quality of your business. WMG manages website updates, content improvements, and design adjustments to keep your digital presence professional and current.Clear positioning helps your business stand out in crowded markets. WMG works with leadership to refine your value proposition and messaging so your website, campaigns, and sales materials consistently communicate who you serve, the problems you solve, and why your solution is the right choice.Any good fisherman knows you don't just cast a lure into the middle of a lake in hopes of catching the trophy fish you're looking for. It takes experience, research and a keen eye to identify where they may most likely be lurking. Your Go-to-Market strategy isn't much different. Wheelock Marketing Group helps you zero in on your target market and build your ideal customer profile. This not only helps maximize results, but provides considerable cost savings as a result. You can imagine the time and fuel it would take to fish an entire lake versus going straight to the secret spot. Let us help you work smarter, not harder.
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Sales Collateral & Enablement Materials

Sales Collateral & Enablement Materials

Support your sales team with clear, professional collateral through disciplined sales enablement. WMG develops presentations, one-pagers, proposals, and supporting materials that help communicate your value and move prospects through the buying process.WMG designs and manages email campaigns that nurture prospects, strengthen relationships, and convert interested audiences into qualified opportunities.WMG designs and maintains presentations, one-pagers, brochures, and other marketing assets that support sales efforts and reinforce a consistent brand message.Not every marketing channel produces the same results for every business. WMG evaluates your audience, industry, and competitive landscape to determine which marketing channels should be prioritized — helping you deploy campaigns across the platforms most likely to generate qualified leads and new business.When it comes to time and resource consumption, there is not much worse than a high stakes project or campaign falling off the rails. From planning and launching, to managing and reporting - the team at Wheelock Marketing Group has you covered. With college educated, corporate vetted and battle tested managers. Dedicated to keeping your head above water so you can work ON the project or campaign, not IN it.
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Landing Pages & Conversion Reporting & Pipeline VisibilityOptimization

Reporting & Pipeline Visibility

Gain visibility into your sales performance through structured reporting and dashboards. WMG builds reporting systems that allow leadership to monitor pipeline activity, conversion rates, and revenue forecasting.WMG builds and optimizes landing pages designed to capture leads, improve conversion rates, and ensure marketing traffic turns into real business opportunities.WMG manages brand presentation across social platforms, ensuring profiles, visuals, and messaging remain consistent with your broader marketing strategy.Marketing investments should be guided by data and clear revenue objectives. WMG works with leadership to establish marketing budgets, define performance benchmarks, and allocate resources toward the campaigns and initiatives most likely to deliver measurable growth. Not even the fastest car on the track will win without a good driver behind the wheel. Wheelock Marketing Group can equip your organization with an experienced marketing executive without the executive price tag. Empowering your teams with the foresight and knowledge needed to stay at the forefront of the ever evolving marketing landscape. Whether you're just looking for backfill temporarily, or partner longterm - we're confident our Fractional CMO services will not only meet, but exceed your expectations.
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Automation & Sales Workflows

Automation & Sales Workflows

Reduce manual administrative work through automated sales workflows. WMG implements CRM automations that trigger follow-ups, task reminders, and deal stage updates so opportunities move through the pipeline efficiently.WMG plans and coordinates integrated campaigns across paid media, email, content, and social channels to consistently generate awareness, leads, and new customer opportunities.WMG coordinates the creation of graphics, copy, and visual content used across websites, campaigns, and social media to keep your brand active and engaging.A go-to-market strategy only succeeds when it is executed with discipline. WMG provides ongoing leadership, planning, and oversight to ensure marketing initiatives remain aligned with growth goals, campaigns launch on schedule, and performance is continuously monitored and improved.Marketing investments should be guided by data and clear revenue objectives. WMG works with leadership to establish marketing budgets, define performance benchmarks, and allocate resources toward the campaigns and initiatives most likely to deliver measurable growth. Not even the fastest car on the track will win without a good driver behind the wheel. Wheelock Marketing Group can equip your organization with an experienced marketing executive without the executive price tag. Empowering your teams with the foresight and knowledge needed to stay at the forefront of the ever evolving marketing landscape. Whether you're just looking for backfill temporarily, or partner longterm - we're confident our Fractional CMO services will not only meet, but exceed your expectations.
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Our Partners:

Our two-cents, free of charge.

If there's one thing we hope you took away from our site so far, It's that we truly believe in putting our money where our mouth is. Whether you're in the market for a new marketing partner, or just want to price shop a potential project; we would love to connect - no strings attached. Just our two cents, free of charge.

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