Get Higher ROI from SFDC Builds, Rollouts & Ops
CRM investments underperforming? Let's raise the bar:
- Boost Adoption & Utilization
- Elevate Pipeline Accuracy & Velocity
- Raise Quota Attainment
- Increase Customer & Rep Retention
Dear CRO / Sales VP,
You invested in Salesforce to scale revenue.
The Problem: Systems and processes only pay off if people use them well. CRM failure is not a tech problem—it’s a human behavior problem. Cracking down isn't sustainable or effective.
The Solution: We systematically elevate your sales talent, activate and pull-through your critical action priorities, and turn low adoption into measurable ROI. Managers and teams love it (their word).
Intrigued? See SERVICES below and CONTACT US. We'll gladly do a quick show and tell.
XO,
Team Upwardly
Elevation Services
Options to immediately heighten the impact of your sales talent & tech.
* Q3 Slots Now Scheduling *
Boost ROI of SFDC
- Reinforcement Retainers -
CORE BUSINESS VALUE
For Execs to maximize return on SFDC builds, rollouts & Sales Ops priorities
OPERATIONAL VALUE
For sales/AE managers to ensure daily excellence on SFDC action priorities
BENEFITS
• Boost Adoption & Utilization
• Elevate Pipeline Accuracy & Velocity
• Raise Quota Attainment
• Increase Customer & Rep Retention
SERVICE BUNDLE
• Coach-the-Coach Onboarding
• Targeted, High-Impact Practices
• App w/ Daily Tracking & Nudges
• Data on Priorites Pull-Through
INVESTMENT
$750/Qtr/Mgr - App/Data
$5500/Mgr - Onboarding
Payback Example: Selling Time
Without proper adoption, AEs lose 2.5 hours every week in manual data entry, fixing errors, or duplicating work.
The Math: Across 10 AEs, that is 25 hours a week of wasted selling time.
The Payback: With Reinforcement, proper SFDC usage patterns (e.g., opportunity hygiene) reclaim that time. Over a 48-week working year, this yields 1,200 hours of pure selling time back to the team—the equivalent of adding more than half of a full-time AE to the roster. It pays for itself quickly.
Upside Potential: Instead of burning cash (and hopes) in idle "shelfware," lost selling time, and wasted action every month, managers reinforce what works better and find out how high the ROI on your SFDC can be!
Level-Up Managers
- Coaching Culture Retainers -
CORE BUSINESS VALUE
For Execs to cultivate a strengths-based coaching culture among team leaders
OPERATIONAL VALUE
For sales/AE managers to elevate team leadership, effectiveness & success
BENEFITS
• Uplevel "super-reps" into true leaders
• Rachet up engagement & activation
• Upgrade performance & feedback
• Up-end burnout & turnover
SERVICE BUNDLE
• Individual Strengths Assessment
• Team Pulse & Engagement Surveys
• 1:1 Strengths Coaching Program
• Optional: Cohort coaching sessions
INVESTMENT
$7500/Qtr/Mgr - 1:1 Sessions
$750/Mgr - Cohort Sessions
Payback Example: Retention
Without high-level coaching, a new Rep fails to make quota, struggles to apply feedback, and is destined for dismissal.
The Math: 1 Rep loss costs ~1.5x salary, saps focus, and drags pipeline velocity.
The Payback: With a Coaching Culture,
effective Rep performance (e.g., quota attainment) converts a loss into a gain.
That quarter, it avoids costs from lost producivity, recruitment, onboarding, and ramp-up time equaling $180,000. That budget is now available for new hires, enablement, and bonuses.
Upside Potential: Instead of damaging the culture of safety, trust, and career development teams prize, managers shift from doers and micromanagers to great coaches that bring out the best in their teams.
Fire-Up Teams
- Motivational Events -
CORE BUSINESS VALUE
For Execs to ensure sales initiatives & culture building events are successful
OPERATIONAL VALUE
For teams to feel primed to adapt, inspired to perform & open to innovate
BENEFITS
• Energize kickoffs (ex: rollouts)
• Align intentions (ex: sales meetings)
• Evolve teamwork & collaboration
• Clarify purpose, problems & solutions
SERVICES
• Talks (ex: Burned Out to Fired Up!)
• Workshops (ex: Strengths-based Sales)
INVESTMENT
$2500 + $50/p + exp. - Talks
Custom Quote - Workshops
One Payback Example:Ws
Approach & Philosophy
Whatever we put attention to together, these themes will guide how we do so.
Servant-Leader Mindset
Like a tree trunk, leaders are the central support for branches of an organization. Resources move upwardly, including attention. We use this mindset to raise the quality of leadership at all levels.
Right-Brain Values Lead
Humans have a split brain, each half offering starkly different values and capabilities. This trait allows us to choose which value set has final authority. We elevate the wiser, socially attuned, reality-based half to preeminence.
Positive & Social Psychology
Noticing how people naturally function well is a resourceful and respectful way to raise creativity and productivity. We invest in talents and pro-social practices, build them into strengths, and use them to flourish.
Individualized Engagement
Nothing engages and brings peace of mind like being seen, understood, and valued for our unique qualities and contributions. We uphold individuality as a reliable basis for excellence, teamwork and innovation.
Renaissance Spirit
Leadership, team building, and innovation are complex and nuanced. To do them well is a blend of Science, Art, and Philosophy. We use this rich mash-up to inspire new views, creative collaboration, and growth.
Joie de vivre & Tempo Giusto
Zest for life is a potent source of intrinsic motivation for action. The "right tempo" for action is superior to bulldozing at top speed by default. We use both in dynamic tension as a useful governor of our energy.
What's the impact?
Participants report quick value and sustained benefits:
- Correlations to business impacts and results
- Measurable impact on team performance
- Highlight progress and success with data stories
- Reinforce daily action on business priorities
- Uplift teams to reduce burn-out and turnover
- Activate individual and team strengths
Feedback
"Burned out to Fired-up!"
Talk to 300 changemakers:
"...we were transformed. It was one of the most moving, affirming, and inspiring talks I’ve ever witnessed – precisely the message of hope and agency everyone needed in a world so often overshadowed by crisis. If I were leading any company or conference and needed to truly motivate a team... Frankie Ridolfi would be my first call."
— Exec. Dir., Climate Ride
"Thanks to your Teamwork"
Talk to biotech Operations team:
"...Frankie is a gifted orator who naturally captivates his audience. I found myself hanging on every word as he told his incredible story. By the end of Frankie’s talk, there wasn’t a dry eye in the large room and I felt a tremendous renewed sense of purpose. Everyone in the room was clearly moved and inspired."
— Dir. of Training & Acct. Dev., Vericel
