Supporting Sales Teams
**The Challenge** As the Vice President of Enterprise Solutions at Ascendant, Rob Graham oversees the sales operations. The sales team faced challenges due to the heavy administrative workload—such as data analysis, email outreach, meeting scheduling, and reporting—which consumed hours each day. Additionally, recruiting, interviewing, hiring, training, and managing support staff would be time-intensive and demand more human resources and management involvement. To alleviate this burden, Ascendant sought assistance from Prialto.
**The Objective** The aim was to increase top-line revenue. Ascendant desired to enable its sales team to dedicate more time to selling while avoiding extra management and HR costs.
**Our Solution** Prialto's Personal Assistants (PAs) provide support to Ascendant’s sales team through data analysis, list creation, CRM data entry and management, lead follow-up, and appointment scheduling. They also create and maintain reports for each salesperson, which are sent to the COO. Rob remarked, “These tasks are essential to the sales process but can be time-consuming and tedious. The Prialto assistants help our sales executives focus on growth.” Initially starting with a few PAs, the collaboration expanded to assign one to each salesperson after realizing the benefits, and the team has embraced the service. “Best of all, they require minimal oversight from me or anyone else. We simply communicate our needs, and they manage it,” Rob noted. He collaborates directly with Prialto’s Engagement Manager, who trains PAs on new tasks as they are identified. “There’s so much happening behind the scenes that I don’t need to stress about,” Rob commented.
**The Outcome** Beyond sales support, the assistants also manage scheduling, travel arrangements, and expense reports for Ascendant’s executives. “What I appreciate about this service is that it operates smoothly and needs very little supervision,” Rob explained. “The onboarding process was seamless, and having backup PAs for continuity—Prialto has thought of everything.”