The name Integrapoint originates from what defines our mission: integrity, integration, and helping our clients become the trusted point of contact to their customers - because people are more likely to buy from people they know, like and trust.
Integrapoint helps businesses streamline growth by aligning people, processes, and platforms with seamless integration across the Microsoft ecosystem and beyond. Our approach simplifies complexity, maximizes the tools you already own, and empowers your team with responsible AI adoption. With a focus on sustainable results and loyalty that lasts, we deliver clarity, efficiency, and measurable impact you can trust.
QuickStart Sales
As the name suggests, a quick review of what's working, what's not with recommendations on how to create growth through efficiency.
2x 60-minute discovery sessions
Conducted with key sales and leadership personnel for expert advisory, fresh perspective, actionable takeaways and the Quickstart to evaluate the value of a more comprehensive engagement.
Deliverables
PDF Summary & Overview of current sales process, tech stack, and AI readiness
Top 5 Actionable Recommendations for immediate improvement (e.g., “cut this redundant software,” “automate X step”)
Comprehensive deep dive of your entire sales people, process and platforms (tools) that impact revenue and growth.
4-hour stakeholder alignment session(s)
A comprehensive Discovery & Audit of people, processes and platforms complete with recommendations to refine your go-to-market, create efficiencies and optimization of your entire revenue generation engine.
Process Map of current sales workflow from lead → qualify → close → renewal/upsell
Tech Stack Audit - where tools overlap, where they’re underutilized, where gaps exist
AI Readiness Scorecard - what can realistically be automated or AI-enhanced today
ROI Model with:
Revenue lift potential
Cost savings
Cycle time reduction
90-Day Quick Wins Action Plan with milestones
Executive Summary Deck (3–5 slides) for leadership team
Typically a 3-6 month engagement with an emphasis on redesigningand implementingsales + operational ecosystems to transform your sales process to compete and win in today's environment..
Implementation Plan from audit findings with agreed KPIs
Optimized Sales Process Playbook (step-by-step)
Platform Configuration & Integration - CRM, Microsoft 365, Power Platform, automation workflows
AI Tools Deployment - guided rollout + user adoption strategy
Providing your organizations with executive-level sales expertise on a flexible, part-time basis - giving businesses the strategic direction of a seasoned sales leader without the full-time cost. At integrapoint, this means stepping in as your Fractional VP/Director of Sales or CRO (Chief Revenue Officer):
Develop and refine your go-to-market strategy to align with business goals and market opportunities.
Build and optimize sales processes that drive consistency, predictability, and scalability.
Assess and select the right technology platforms (CRM, Microsoft, AI-driven tools) to enable efficiency and insight.
Train, coach, and mentor sales teams to improve performance and adopt modern selling methods.
Continuous Optimization - tweaking automations, refining playbooks, training teams
Access to Expertise On-Demand - priority support for sales ops, GTM strategy, and tech stack questions
Annual Planning Session - set next year’s targets and innovation roadmap
Measure and report on KPIs to track progress, demonstrate ROI, and sustain momentum.
Fractional Sales Leadership from integrapoint is ideal for SMBs and growth-stage companies that need senior-level guidance to accelerate revenue, scale operations, and reduce risk, but aren’t ready to hire a full-time executive. It delivers strategy, execution, and accountability in one service model, helping businesses move faster and smarter toward their growth goals.
%20-%20white.png?width=500&height=100&name=int-%20LOGO%20-%20(2500x500)%20-%20white.png)
%20-%20green.png?width=250&height=40&name=int-%20LOGO%20-%20(250x40)%20-%20green.png){kind=small}