Embedding the sales process into the tools your team actually uses — so that the process becomes the path of least resistance, not an extra step. Process design first. Technology second. Always.
Most CRM implementations fail not because the technology is wrong, but because the process it's meant to embed was never properly designed in the first place. Taylor Healey approaches technology integration the right way around — we design the process first, validate it with the team, and then embed it in technology that makes the right behaviour the easiest behaviour.
This means the CRM becomes a genuine sales management tool — not a data entry burden that BDMs tolerate and managers distrust.
Working with a specialist integration partner to embed Taylor Healey's sales process — pipeline stages, qualification gates, activity planning — directly into Salesforce and other CRM platforms.
AI-powered coaching reinforcement that surfaces consultative selling behaviours in real time — not a surveillance tool, but a development tool that helps BDMs practice the right habits consistently.
The Taylor Healey pipeline framework — activity-driven probability, four-stage gates, qualification questions — is designed to be embedded in Salesforce so that the system guides the BDM through the process rather than sitting alongside it. We work with a specialist Salesforce integration partner to make this happen.
Before any technology work begins, the process is designed, tested, and validated with the team. The HTML prototype stage allows the team to work with the framework before it's committed to the CRM.
We build working HTML prototypes of the pipeline and planning tools — live, functional, usable in the field — so the team can test the process in practice before the Salesforce build begins.
Our integration partner builds the validated process into Salesforce — pipeline stages, probability automation, activity tracking, manager dashboards. Built to the process, not the other way around.
Technology adoption is a behaviour change challenge. We support the rollout with manager coaching, team training, and the reinforcement tools that make the new way of working stick.
Relate.us is an AI-powered coaching tool that reinforces consultative selling behaviours between manager conversations. It surfaces the specific skills — questioning, listening, value articulation — that Taylor Healey trains for, and helps BDMs practise them consistently rather than once in a workshop.
This is not a call recording tool. It is not surveillance. It is a development tool — designed to help BDMs build the habits that make consultative selling the default, not the exception.