Sales Performance & CRM Support
The Weiwood Group
A Mindful Injection of Business How™
Sales Enablement Consulting for Small Businesses
Give Your Sales Team the Skills, Systems & Support to Win More Business
Whether your market is growing, shrinking, or standing still, your sales success comes down to one thing: consistent, meaningful engagement with your prospects and customers.
Our Sales Performance & CRM Support Program at The Weiwood Group focuses on the human and systems sides of selling—coaching your team to sell with confidence while building sales processes and CRM capabilities that keep prospects engaged longer and convert more opportunities at higher value.
Why Follow-Up Wins Deals
In both B2B and B2C markets, the sale is rarely won on the first conversation. Business is won in the follow-up—that’s where trust is earned and value is reinforced.
Smart follow-up:
✔ Shows your customer you care
✔ Demonstrates reliability for the long term
✔ Keeps you from competing on price alone
The right CRM setup transforms your sales team into follow-up specialists who nurture relationships, stay top of mind, and close more deals—without feeling “salesy.” Our process automation team has implemented CRM systems for dozens of organizations.
Our Sales Performance & CRM Support program helps you increase close rates and deal value by:
Coaching sales leaders and reps
Optimizing your sales systems, tech stack, and CRM
Strengthening your brand story through sales messaging & materials
Meet Donna Lloyd , Founder & CEO LifeSciencesAIQ
Endorsement
We met during a Salesforce design session for a regulated industry client and have stayed in close contact since. JD has a gift for cutting through complexity and aligning sales, marketing, and service teams around a unified, customer-centric strategy. He brings a sharp eye for operational inefficiencies and consistently introduces innovative technologies and messaging frameworks that drive measurable results. Whether it’s modernizing your CRM, moving forward with a holistic strategy, uncovering buyer intent signals, or reimagining the sales experience, JD leads with empathy, expertise, and an unwavering focus on the client.
Sales Performance & CRM Enablement Consulting
Our consulting approach blends sales coaching, CRM design, and performance systems to create predictable, repeatable sales success.
We help you:
Choose, implement, or fix your CRM
Train your team for real-world sales conversations
Build confidence, consistency, and accountability
Create a sales process that supports growth, not stress
If you want your team to sell smarter—not harder—this is your Business How™.
How We Help Our Clients
Sales Team Coaching & Ride-Along Support
Hands-on coaching for sales reps and managers, including live or recorded ride-alongs. We teach pre-call planning, strong discovery, and structured post-call follow-up for continuous improvement.
CRM Sourcing, Design & Configuration
We help you select the right CRM and tailor it to your sales process, pipeline, reporting, forecasting, and internal communication needs.
CRM Optimization & Reporting Upgrades
Already have a CRM? We fix adoption issues, rebuild workflows, and give you real-time sales dashboards and accurate forecasting.
Automated Follow-Up Sequences
We design automated nurturing and follow-up sequences that keep prospects engaged—without adding extra work for your team.
Marketing Automation Setup & Adoption
Implementation and enablement for platforms like Salesforce Sales Cloud, HubSpot, Pardot, Marketing Hub, and more. Includes training and documentation to ensure full adoption and ROI.
Sales Management Training & Performance Systems
We train sales leaders to set goals, coach effectively, build scorecards, and use OKRs.
We design dashboards and KPIs so performance becomes visible, trackable, and improvable.
Call Scripts, Call Mapping & Sales Conversations
Custom call scripts, call flow structures, and interactive presentations that improve engagement and closing ratios.
Sales Presentations & Collateral Development
We design, update, and manage sales decks and collateral so your message is consistent, persuasive, and always on-brand.
Why It Works
Most sales teams aren’t struggling because of talent—they’re struggling because systems, habits, and coaching aren’t aligned.
Weiwood Group brings together the right mix of:
✔ Sales coaching
✔ CRM and tech alignment
✔ Messaging that builds trust
This combination leads to confident teams, higher conversions, and more predictable revenue—without burning out your salesforce.
That’s an injection of Business How™.
Next Step
Explore how Sales Performance & CRM Enablement connects to the full Weiwood Group model on our Services Overview page. Our Sales Enablement Consulting program is targeted support for Small Businesses and Teams. Learn more about our overall apporaoch on our About Page.
Or contact us to discuss your sales challenges and growth goals.
The Weiwood Group
Business Growth Consulting & Strategic Business Services
Our Services
Overview
Weiwood Group Services Overview
Strategy, implementation, and mindful management solutions for emerging businesses.
Sourcing
Vendor Selection and Management
You know what materials you need. We know how to turn sourcing them into a strategic advantage.
Relocation
Site Selection & Facility Design
You need space to operate. We optimize supplier, customer, and employee logistics.
Process
Process Optimization
You want better experiences for customers, employees and stakeholders. Our enhencement programs deliver.
Journeys
Buyer / Customer Journeys
You want loyal customers. From strategy to execution, we deliver memorable user journeys.
Engagement
Manager & Team Enagement
You want thoughtful leadership and high performing teams. Our programs focus on effective communication and alignment.
Automation
Process Automation
You want competitive processes. From AI/AR case management tools to robotic systems, we deploy smarter and faster.
Sales
Sales Team Enablement
You want an effective sales team. We offer process documentation, CRM configuration, call-planning, and training.
Strategy
Go To Market Success
You want a bigger share of your market. We provide strategies specifically tailored for small and emerging businesses.
Regulated
Regulated Industies
You need documented processes. With decades of regulatory experience, our processes are CFR / cGMP compliant.