Sales, Marketing & Service

It takes more than just performing market research to answer the fundamental question of “where to play” and “how to win” as you evaluate new markets.

Baker Tilly analyzes market attractiveness before defining which specific needs of the market can be converted into value propositions. We make sure that your market choices are well informed by aligning your focus, resources and offerings so you are in the best position to achieve growth. We convert research into action by developing roadmaps with specific activities for go-to-market teams to execute against to help you win in your chosen markets.

Today’s buyer expects a customized experience. Selecting the right tools and aligning the right processes to deliver “the right messages, at the right time, to the right audience” is imperative in delivering to their expectations.

Baker Tilly consultants work with you to improve the impact and value of your marketing efforts to increase customer engagement and drive revenues. We create a path forward to support your goals by aligning marketing technology and cross-functional processes. Streamlining marketing program execution enables you to deliver an exceptional customer experience.

Maximizing the effectiveness of the sales organization is the most direct and significant opportunity for growth for many companies. But understanding where to focus your investment is easier said than done.

Baker Tilly works with you to design a sales process and set of enabling tools that are focused on increasing customer engagement while streamlining key processes, allowing your sales team to focus on selling. We have expertise in implementing sales enabling tools that add value to the sales process and provide critical metrics to help coach your team through your key “moments of truth” with customers.

Creating positive service experiences is the best way to build customer loyalty and create brand evangelists. Baker Tilly helps companies improve the effectiveness of their service organizations by evaluating them across the four dimensions of service effectiveness: service strategy, service enablement, service execution and performance management.

Despite significant investments made in marketing technology tools, many organizations are not achieving the results they expected. While these tools can certainly help a marketing organization succeed, the process of selecting the right tools and the right timing to implement them can be overwhelming.

Baker Tilly’s marketing technology consultants help organizations navigate the complexities by breaking down the marketing technology landscape into basic foundational needs to prioritize and plan for proper execution. A calculated strategy first determines the objectives of your marketing technology program and identifies the technology strengths you have before filling in the technology gaps to uses these technologies in the right order.

In today’s complex selling environments, your sales team is tracking numerous data points. Because this information can be overwhelming and time consuming, your sales teams need sales tools that better help them engage on the buyers’ terms and in the channels they value.

Baker Tilly sales technology consultants work alongside organizations to select, align, implement and optimize sales technology solutions, enabling sales teams to reach their goals.

Customers expect communication that is conducive to their schedule and most importantly, via their desired channel of communication. This requires call center/service center operational capabilities that are unified around a common view of all customer interactions, regardless of channel.

Baker Tilly helps companies evaluate and assess their call center and service center technology across the four dimensions of service. By leveraging modern call center and service center technologies and implementing business processes integrated around the customer, your organization can achieve alignment across all pre- and post-sales functions to enhance customer loyalty.

CRM platforms provide a centralized management of customer engagements, minimizing the burden of integrating disparate solutions and returning the focus to the customer. Cloud computing-based solutions that provide flexible channels for interaction with customers and incorporate analytical/big data capabilities are critical.

Baker Tilly helps clients successfully implement CRM solutions aligned with their business goals, enabling them to better sense of market changes and customer behavior shifts to operate in a more customer-centric manner.