Got Questions? We’ve Got Answers.
Everything You Need to Know About Working with Crest Consulting.
Choosing the right sales partner is a big decision—and we’re here to make it easier. Whether you’re a local startup building your first sales process or a growing business looking to scale, we know you’ve got questions. From how we work to who we serve, this FAQ covers the most common things business owners in Bozeman (and beyond) want to know before partnering with us.
If you’re looking for real, results-driven sales support grounded in Montana values and backed by experience—you’re in the right place.
“Sales are contingent upon the attitude of the salesman, not the attitude of the prospect”
William Clement Stone
Frequently Asked Questions
1. What does a sales consultation agency actually do?
We help businesses improve and scale their sales operations. That includes evaluating current sales processes, developing custom strategies, training teams, optimizing CRMs, and ultimately increasing close rates and revenue.
2. Do you only work with businesses in Bozeman or Montana?
While we’re proudly based in Bozeman, we work with clients across Montana and throughout the U.S. Being local means we understand the regional market—and being flexible means we’re ready to support remote or national sales teams too.
3. What types of businesses do you work with?
We specialize in helping B2B and B2C companies across a variety of industries including SaaS, professional services, real estate, health & wellness, e-commerce, and manufacturing. Whether you’re a startup or an established brand, we tailor our services to your growth stage.
4. Can you help if I don’t have a formal sales team yet?
Absolutely. Many of our clients come to us when they’re just starting to build their sales engine. We’ll help you develop everything from sales playbooks to hiring strategies to make sure you start strong.
5. What makes your agency different from other sales consultants?
We combine Montana values—honesty, grit, and real-world insight—with proven, data-driven strategies. You’ll work directly with experienced sales operators, not junior consultants or theorists. We get in the trenches with you to drive real results.
6. Do you offer in-person consultations or training?
Yes. For businesses in Bozeman or surrounding areas, we’re happy to meet in person for consultations, workshops, or team trainings. We also offer fully remote services for clients outside the region.
7. How long does a typical engagement last?
It depends on your needs. Some clients bring us in for a focused 30-day audit and strategy sprint, while others work with us over 3–6 months for full implementation and training. We offer flexible engagement options to fit your goals.
8. Do you provide CRM setup or sales tech support?
Yes, we help businesses choose, implement, and optimize CRM systems like HubSpot, Salesforce, or Pipedrive. We’ll make sure your tech stack supports your sales goals—not slows them down.
9. Can you help train our existing sales team?
Definitely. We offer tailored training programs, role-specific coaching, and live deal reviews to sharpen your team’s skills and confidence. Whether it’s discovery calls, objection handling, or closing, we help your reps level up fast.
10. How do we get started?
Start with a free consultation. We’ll talk through your challenges, goals, and current sales setup. From there, we’ll outline a custom approach that fits your business—and your budget.
Let’s Build a Smarter Sales Engine
Sales success doesn’t happen by chance—it’s built with intention, expertise, and the right strategy. If you’re ready to accelerate revenue, empower your team, and outpace the competition, we’re here to help.
Crest Consulting 