Sales Process Consulting

Sales Process Consulting – Optimize Pipeline Efficiency

Transform your marketing operations with Toptal’s Sales Process Consulting. Our sales operations consultants analyze your current workflows, implement data-driven processes, and create scalable frameworks that improve pipeline efficiency and increase conversion rates.

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Clients Served

35,000+

Total Vetted Professionals

30,000+

Toptal Total Projects Delivered

85,000+

Years in Business

15+

TRUSTED BY LEADING BRANDS

Our Services

Toptal Sales Process Consulting Services

Optimize sales performance across every stage of the sales process. From strategy to execution, we help build efficient, scalable operations that drive revenue growth.

Sales Strategy Development

Build a tailored, data-backed strategy to align sales goals, shorten sales cycles, and boost revenue.

Sales Funnel Optimization

Refine your funnel to reduce friction, accelerate decision-making, and increase conversion rates.

Lead Qualification Frameworks

Establish systems that prioritize high-quality leads and increase your team’s close rate.

CRM Integration and Optimization

Customize and enhance CRM tools to streamline operations and improve sales visibility.

Sales Playbook Creation

Develop standardized messaging, tactics, and workflows to scale your sales team’s effectiveness.

Pipeline Management Systems

Build pipeline systems that improve forecasting accuracy and encourage team accountability.

Sales Team Training Programs

Deliver structured training that empowers reps with skills to handle objections and close faster.

Sales Forecasting and Reporting

Set up accurate, data-driven forecasting models to support planning and revenue predictability.

Sales Compensation Planning

Design commission models that motivate performance and align with long-term business goals.

Digital Sales Transformation

Modernize your sales infrastructure for remote buyers, hybrid teams, and digital-first operations.

Customer Segmentation Models

Identify high-value customer groups to drive targeting, relevance, and tailored engagement.

Customer Journey Mapping

Align your sales process to real buyer behavior to reduce friction and improve close rates.

Looking for guidance about the perfect sales process consulting service for your needs?

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PARTNERSHIP THAT WORKS

How We Deliver Sales Process Consulting

Our sales process consultants, with experience at leading companies, develop and deploy tailored solutions to meet your business needs and unique industry demands for sustainable results and long-term success.

Discover

A leader from our team works with you to understand your business challenges, pain points, and strategic goals to uncover new opportunities and identify the options to reach your objectives.

Define

Toptal leaders collaborate with your team to define your specific goals and service needs, evaluating multiple approaches and aligning requirements with your strategic objectives to define the best solution.

Develop

We will create your unique project timeline, process, and first drafts, whether you’re looking to streamline complex sales operations or train a high-performing team.

Deploy

Toptal will get to work, tracking quality assurance, handling project management, and maintaining the delivery schedule.

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Jeff Gangemi

Growth and Digital Marketing Practice Lead

Jeff is a renowned expert in data-driven growth strategies and content marketing, with more than 15 years of experience in developing comprehensive demand generation and digital growth programs. Previously at Accenture Song, he led the Cross-Channel Audience and Customer Growth division, focusing on innovative strategies in various sectors. As a Senior Growth Strategist, he enhances digital methodologies for enterprise clients and plays a key role in team development and optimizing digital performance. Jeff has a strong track record in executing successful international campaigns and continues to leverage this expertise in his current endeavors.Jeff is a renowned expert in data-driven growth strategies and content marketing, with more than 15 years of experience in developing comprehensive demand generation, including SEO, along with other paid, owned, and earned digital channels.

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CUSTOMIZED SOLUTIONS

Sales Process Consulting Solutions That Deliver Value

Toptal delivers leading sales process consulting through its diverse talent network and flexible delivery models. We implement the right skills at each project phase, blending expertise from various roles for seamless execution.

End-to-End Delivery by Toptal
On-demand Talent and Teams

End-to-End Delivery by Toptal

Comprehensive project delivery, tailored to your specific requirements.

Growth and Digital Marketing Practice Lead

Delivery Manager

Sales Leader

Sales Process Optimization Expert

Lead Generation Expert

SDR

CRM Manager

Sales Operations Consultant

Jeff Gangemi

Growth and Digital Marketing Practice Lead

Jeff is dedicated to helping clients of all sizes build digital marketing strategies that directly impact revenue. With a background in digital growth consulting with Accenture, Jeff brings expertise across demand generation strategies, content, campaigns, lead and funnel management, operating model design, cost optimization, martech and data, and digital transformation.

Previously at

Experience

15+ Years

Rachael Karaffa

Delivery Manager

Rachael serves as a Delivery Manager at Toptal with a focus on leading diverse global teams in developing innovative solutions for our clients. She works across multiple disciplines, including technology, marketing, and management consulting. Rachael specializes in managing people and client relationships, process optimization, and driving teams toward optimal business outcomes.

Previously Managed Client

Experience

9+ Years

Emil Eldevig

Verified Expert in Sales

6+ Years

of Experience

Sales Leader

Emil is a sales expert with more than six years of experience. Passionate about business development, AI, and social impact, he excels in outbound roles as a strong communicator and problem-solver. With a master’s degree in international business and a bachelor’s degree in economics and business administration, Emil thrives in fast-paced, remote environments, driving results with adaptability and ownership.

Previously at

Ramanujam T R

Verified Expert in Marketing

24+ Years

of Experience

Sales Process Optimization Expert

Ram is a digital marketing virtuoso who has orchestrated multimillion-dollar pipelines for giants like Microsoft and Colt. With over two decades of experience, he transforms marketing strategies using AI-driven solutions and advanced analytics. Whether scaling operations or architecting digital ecosystems, Ram consistently delivers explosive growth and ROI. His blend of strategic vision and hands-on expertise makes him the go-to resource for delivering solutions.

Previously at

Chad Richard

Verified Expert in Marketing

32+ Years

of Experience

Lead Generation Expert

Chad is a Fortune 500 executive with 32+ years of business experience leading world-class brands ranging from high-tech startups to Fortune 500 companies, including 20+ years in VP and CMO roles. He has launched, managed, and grown world-leading brands, including Procter & Gamble’s Olay, ADT Security Services, Squeeze.com, and Talkmap. Chad has an MBA with Honors from the University of Chicago Booth School of Business, with concentrations in marketing and finance.

Previously at

Andrew Radcliff

Verified Expert in Sales

16+ Years

of Experience

SDR

Andrew is a seasoned sales strategist with more than 16 years of experience in medical sales, business development, and military leadership. He has led high-performing teams at Johnson & Johnson and Xeris Biopharma, launched competitive therapeutics, and driven multimillion-dollar growth. Known for strategic execution, CRM optimization, and territory expansion, Andrew brings clarity, confidence, and results to every engagement.

Previously at

Alex Gerstel

Verified Expert in Product Management

10+ Years

of Experience

CRM Manager

Alex has more than 10 years of experience driving the SDLC for property and customer relationship management systems (PMS, CRM), proprietary applications, Salesforce, and technology integrations in fast-paced Agile environments. He identifies the most impactful initiatives to maximize roadmap development and backlog management. Alex is engaging and strategic with a history of process innovation and product launch ability and has worked in travel, customer support, wealth management, and loyalty.

Previously at

Barbara Close

Verified Expert in Management Consulting

36+ Years

of Experience

Sales Operations Consultant

As a former KPMG and PwC consultant and Fortune 1000 executive, Barbara has collaborated with CXOs in diverse industries for 36+ years. She has diversified industry expertise across consumer and industrial products and services, manufacturing, logistics, e-commerce, retail, and technology, which gives her a multi-dimensional approach to problem-solving. Functionally, her work has spanned core operations and front- and back-office processes. Barbara is a mechanical engineer and Kellogg MBA.

Previously at

On-demand Talent and Teams

30,000+ vetted professionals, ready to deploy individually or in teams.

Sales Representative

Sales Process Consultant

SDR

Sales Account Manager

BDR

Sales Operations Consultant

Sales Development Consultant

CRM Manager

Lead Generation Expert

Verified Expert in Sales

4+ Years

of Experience

Sales Representative

Rucha is a high-performing sales professional with full-cycle B2B experience across the coworking and hospitality industries. At WeWork, she achieved 117% of quota, closing over $4.2 million in workspace and SaaS sales to startups and enterprise clients. At ITC Hotels, she exceeded 112% of targets, generating more than $3.6 million in high-value event and venue sales for Fortune 500 companies. Rucha brings a consultative mindset, strong CRM discipline, and a passion for solving business challenges.

Previously at

Verified Expert in Management Consulting

30+ Years

of Experience

Sales Process Consultant

Rick is a business strategy, financial planning, and operations expert with more than 30 years of experience as a chief operating and strategy officer and a Big 5 management consultant. He has led three company turnarounds, including one for a $500 million multinational firm, growing revenue by 28% and increasing profitability by 21% within two years. Leveraging his experience with companies of all sizes and across industries, Rick is willing to start delivering value and results in new projects.

Previously at

Verified Expert in Sales

4+ Years

of Experience

SDR

Renaldo is a business development specialist with a proven track record in sales and partnerships. Through data-driven outreach campaigns, he has secured high-value partnerships and consistently exceeded lead generation targets for clients such as Amazon Business, BCG, and AWS. By executing strategic sales initiatives, Renaldo helps companies expand their market presence and accelerate revenue growth.

Previously at

Verified Expert in Marketing

14+ Years

of Experience

Sales Account Manager

Jeannine is a visionary entrepreneur with a rich background in SEO, sales, and digital marketing. Her creative approach to problem-solving and passion for driving business growth ensure transformative results for her clients. She exceeds expectations, surpassing a sales pipeline target by 170% at OpenText and overachieving quotas by 145% at Cornerstone OnDemand. Jeannine's proven track record of excellence and expertise in high-ticket affiliate marketing makes her an invaluable asset.

Previously at

Verified Expert in Sales

10+ Years

of Experience

BDR

Tomasz is an experienced account executive with a demonstrated history of success in the tech industry. He's an expert in managing complex sales cycles, with consistent overachievement against sales targets in both mid-market and enterprise segments. Tomasz has been recognized as an EMEA top talent at Salesforce, with a strong ability to build quality pipelines and close large-scale deals.

Previously at

Verified Expert in Sales

6+ Years

of Experience

Sales Operations Consultant

Lorenzo is a sales and go-to-market (GTM) leader who has built zero-to-one revenue engines, including six-figure SaaS pipelines, seven-figure multinational launches, and campaigns generating over 10 million monthly views. Leveraging strategic alliances and AI workflows, Lorenzo has activated more than 300 partnerships and reduced go-to-market cycle time by 50%. He has also delivered a two-times bootstrap brick-and-mortar exit and enabled Fortune 500 partner success at SAP.

Previously at

Verified Expert in Sales

8+ Years

of Experience

Sales Development Consultant

Denis is a senior sales development consultant with over eight years of experience driving pipeline generation, outbound execution, and opportunity qualification for GTM teams at Oracle and GitLab across SaaS, cloud, and DevSecOps. He has a proven track record of building scalable outbound strategies, sourcing high-quality opportunities, and representing brands at major industry events. Denis brings a structured, proactive, and collaborative approach that delivers results and elevates team performance.

Previously at

Verified Expert in Management Consulting

16+ Years

of Experience

CRM Manager

Michelle is a visionary and curious leader with more than 16 years of experience in strategic marketing, business development, and finance. She contributes most effectively to projects that impact end customers directly and require exceptional collaboration and creativity. Michelle has a sharp eye for strategy and has worked with some of the world’s top brands, including Ferrari, BMW, Coca-Cola, Red Bull, Mars, Air Miles, Visa, Mastercard, and Accenture.

Previously at

Verified Expert in Marketing

13+ Years

of Experience

Lead Generation Expert

Gabriel is an entrepreneurial expert-generalist with diverse experience and a reputation for getting things done. He has worked at global, regional, and C-suite levels as CEO and COO in four early-stage startups, two top global banks (RBC and Citi), and a multinational consumer packaged goods company (Nestlé). Gabriel is passionate about leveraging digital and account-based marketing, finance, entrepreneurship, and technology to make the world a better place for generations to come.

Previously at

Looking for guidance about the perfect sales process consulting service for your needs?

Get a Free Consultation Now

Looking for guidance about the perfect sales process consulting service for your needs?

UNRIVALED EXPERTISE

Our Talent Has Worked With Top Companies

Having previously worked with these leading global companies, our talent brings valuable insights and expertise to deliver world-class outcomes.

Why organizations choose us

Toptal in Action

Discover the cutting-edge benefits our clients enjoy from the global Toptal network.

Toptal optimizes sales operations to boost efficiency for Fortune 500 food and beverage company.

Challenge: The company’s extensive B2B customer network was underutilized due to the lack of data-driven decision-making, resulting in missed sales opportunities and scalability issues across various markets.

Solution: Toptal implemented AI-powered solutions and machine learning to analyze historical data and market trends, enhancing sales effectiveness. At the same time, outdated processes were overhauled to streamline data orchestration, enabling scalability and improving customer data utilization.

Outcome: The AI-driven system significantly improved sales effectiveness, enhanced inventory management, reduced stockouts, and met customer demand more efficiently. Separately, a scalable, data-driven framework was established to optimize product offerings and inventory strategy, supporting long-term B2B growth.

Toptal Ranked #1 Most Reliable Professional Services Company in America

Newsweek and Statista’s rankings were based on an independent survey of more than 2,400 decision-makers at Fortune 500s.

IBM — Newsweek's Most Reliable Companies in America 2026 ranking. Toptal is ranked #11, the highest-ranked professional services firm.

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Methodology for the Rankings

How likely the respondent is to recommend the selected company to others.

Measures the convenience of interaction with the company and efficiency of processes.

Measures the company’s cost-effectiveness and quality relative to price.

Measures whether the company consistently meets or exceeds expectations in quality and timeliness of deliverables.

Measures the company’s ability to consistently fulfill commitments and maintain customer trust.

See the Most Reliable Companies in America

OUR THOUGHT LEADERSHIP

Explore Insights From the Sales Process Field

Read the latest articles and resources to keep you current on emerging trends in sales strategy, CRM tools, digital sales transformation, and more.

Optimizing Retailer Revenue With Sales Forecasting AI

Retailers often face supply and demand issues that cause them to miss out on potential sales or tie up a lot of money in overstocked products. In this article, Toptal Data Scientist Ahmed Khaled explains how retailers can boost revenues and cut costs with sales forecasts backed by artificial intelligence.

Ahmed Khaled

Verified Expert in Engineering

Ahmed is a senior data scientist who solves clients’ problems using state-of-the-art, data-driven solutions. With expertise in NLP, Python, machine learning, and data visualization, he designs, implements, and deploys end-to-end data science solutions to optimize outcomes, automate processes, and enhance decision-making. He has worked with both small and large-scale businesses across multiple industries including healthcare and construction.

Expertise

E-commerce Development Artificial Intelligence

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