B2B commercial solution

B2B sales services to design, implement and operate your commercial system

Protagnst helps companies solve growth problems that involve strategy, demand generation, sales, technology and management. Our B2B sales services can be delivered through consulting, implementation, managed operations or training.

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B2B sales services

Strategy

Priorities connected to the business.

Execution

Processes that move beyond the plan.

Learning

Data that improves decisions.

The commercial context

This page organizes the main solutions and helps leaders find an appropriate starting point. Each service should link to a dedicated page explaining its scope, method, fit and frequently asked questions.

Companies that trust Protagnst

How we connect the work

A connected commercial system, not a collection of tactics.

Strategy, people, processes, data and technology move forward with clear criteria and a continuous improvement rhythm.

01

Start with the constraint, not the service label

Companies often arrive asking for an SDR team, a CRM implementation, better conversion or more…

02

Commercial strategy and growth

A structured review of market, offer, process, people, data, technology and performance. The diagnosis identifies…

03

B2B prospecting and demand generation

Design of account criteria, data, messages, sequences, channels, responsibilities, metrics and the handoff to sales.…

04

Sales outsourcing and commercial BPO

A managed operation for account research, outreach, qualification and handoff. The solution combines people, leadership,…

05

CRM, data, automation and RevOps

Diagnosis and design of processes, data, stages, fields, automation, integrations, reports and governance. Recommendations are…

01

Start with the constraint, not the service label

Companies often arrive asking for an SDR team, a CRM implementation, better conversion or more prospecting. The request matters, but it may describe a symptom rather than the underlying problem.

A weak pipeline can begin with poor market priorities, unclear positioning, unreliable data, generic messaging or insufficient execution capacity. CRM issues may reflect a process without ownership. Training may fail when managers do not reinforce application.

Our services are connected because the commercial problems are connected. The initial assessment identifies the priority constraint, the capabilities already available and the delivery model the company can support.

02

Commercial strategy and growth

Commercial diagnosis

A structured review of market, offer, process, people, data, technology and performance. The diagnosis identifies constraints, risks and priorities so leadership can decide what deserves investment first.

B2B sales consulting

Collaborative work with leaders and teams to improve commercial strategy, process and management. Topics may include ideal customer profile, value proposition, channels, pipeline, qualification, forecasting, targets and operating rhythms.

Go to market strategy

Definition of target markets, segments, offer, message, channels and entry model. We turn assumptions into a testable commercial plan with criteria for learning before scaling investment.

International expansion

Commercial consulting for entry into Brazil, Latin America or other markets. The work may include research, validation, message adaptation, account development and an initial managed operation.

Protagnst team working on B2B sales services to design, implement and operate your commercial system
Each workstream starts with business context and becomes decisions, implementation and learning.
03

B2B prospecting and demand generation

B2B prospecting consulting

Design of account criteria, data, messages, sequences, channels, responsibilities, metrics and the handoff to sales. This model is suited to companies that will operate prospecting internally.

Qualified B2B lead list building

Account and contact research based on explicit commercial criteria, with enrichment, validation, deduplication and quality control. Qualified means aligned with agreed criteria, not guaranteed interest.

LinkedIn prospecting

Consulting and channel design involving account research, professional profiles, messages, routines and CRM integration. The operation respects platform policies and avoids unauthorized automation.

Email prospecting

Planning for infrastructure, data, segmentation, messaging, sequences, reply handling and deliverability. The channel can be implemented for the client's team or operated within a managed scope.

Phone prospecting and cold calling

Account lists, call hypotheses, scripts, training, call review, quality control and integration with multichannel sequences.

Artificial intelligence for prospecting

Diagnosis and implementation of use cases for research, prioritization, enrichment, drafting, quality assurance and analysis. Approved sources, human review and governance are part of the design.

Build a prospecting system
04

Sales outsourcing and commercial BPO

SDR and BDR outsourcing

A managed operation for account research, outreach, qualification and handoff. The solution combines people, leadership, process, technology, metrics and continuous improvement.

Outsourced B2B prospecting

Dedicated or shared capacity to execute an outbound function. The scope may combine email, phone, LinkedIn and other channels appropriate to the market and relevant policies.

Dedicated SDR support

A professional or unit integrated with the client's process, with clear responsibilities, management, goals and quality criteria.

Closer and sales executive outsourcing

Support for later stages such as discovery, demonstration, proposal, negotiation and closing. Fit depends on technical complexity, deal value and the ability to transfer product knowledge.

Outsourced sales management

Leadership, operating rhythms, coaching, metrics and process improvement for internal or combined teams. The objective is to create management discipline, not simply monitor activities.

International sales operations

Market and account development in defined geographies, with adaptation to language, context and the sales process. This may be used before establishing a local team.

Assess a managed sales operation
05

CRM, data, automation and RevOps

CRM consulting

Diagnosis and design of processes, data, stages, fields, automation, integrations, reports and governance. Recommendations are independent of any specific CRM vendor.

CRM implementation

Configuration or restructuring, planned migration, testing, documentation, training and go live support. The work starts with the process the CRM needs to represent.

Managed CRM operations

Ongoing administration, data quality, users, automation, reports and improvement. The agreement defines what Protagnst administers and what remains with the client.

RevOps consulting

Alignment of marketing, sales and customer success through shared processes, data, technology and governance. This helps reduce conflicting definitions and improve visibility across the revenue cycle.

Artificial intelligence for sales

Identification, pilot and implementation of artificial intelligence in commercial tasks and decisions. Use cases may cover research, CRM, management, conversations, forecasting and productivity, with controls proportionate to risk.

Improve CRM and revenue operations
06

Sales process, management and conversion

Sales process design

Definition of stages, criteria, responsibilities, activities, information and indicators from account access through onboarding and expansion.

Sales playbook

Practical documentation of market, offer, buyers, messaging, process, questions, qualification, objections, tools and management. The playbook is designed to be used and updated.

Inside sales consulting

Design of remote and hybrid sales operations combining pre-sales, account executives, process, CRM, management and enablement.

Pipeline and forecast improvement

Review of opportunities, criteria, data, next steps, risks and forecasting routines. The work improves decision quality without presenting forecasts as certainty.

Customer success consulting

Design of onboarding, adoption, retention, expansion, metrics and alignment with sales. Scope reflects the customer experience and the economics of the business.

07

Sales training and development

Consultative sales training

Development of discovery, value communication, meeting execution, proposals, negotiation and closing through practice and feedback.

SDR and BDR development

Account research, outreach, sequences, qualification, CRM records, handoff and workflow organization for pre-sales professionals.

Sales leadership training

Operating rhythms, metrics, coaching, pipeline management, decision making and people development.

Custom sales academy

A learning path created around the company's strategy, roles and challenges. It may combine instruction, practice, assessment and management follow-up.

Sales hiring and ramp-up

Support for role definition, selection criteria, onboarding and early development. The service reduces improvisation without guaranteeing individual performance.

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Each workstream starts with business context and becomes decisions, implementation and learning.
08

Four delivery models

Consulting

Best when the company has people to execute and needs diagnosis, expertise, facilitation and accountability.

Implementation

Appropriate when processes, data, systems, content and routines need to be built or configured with clear deliverables and acceptance criteria.

Managed operation

Used when Protagnst assumes recurring activities with a team, leadership, metrics and shared governance.

Training

Focused on developing skills and applying them in daily work. Training may support a larger project or operate as a specific engagement.

One project can combine these models. Clear architecture prevents consulting from being treated as execution and managed operations from running without client participation.

Request a scope recommendation
09

Principles behind our work

The buyer comes before the funnel. Processes should help people make decisions, not merely move records between stages.

Technology expands capability when its role is clear. We do not automate a task simply because a feature is available.

Data must support action. More fields do not improve the operation when nobody knows how to interpret or maintain them.

People remain responsible for context, quality and trust. Artificial intelligence can support the work, but it does not remove judgment.

Commercial outcomes depend on market, offer, collaboration and execution. We do not guarantee meetings or revenue as an automatic result of a service.

10

Build the capacity your next stage requires

Your company may need strategy, implementation, additional operating capacity or development of the internal team. The starting point is understanding which combination addresses the constraint without creating a structure that is difficult to sustain.

Discuss Protagnst services

Companies building with Protagnst

Results reflected in our clients’ own words.

Strategy, execution and knowledge transfer working together to build more consistent commercial operations.

“We needed to improve our commercial results. Protagnst prepared us to communicate more assertively and manage commercial processes with greater confidence. I was especially happy because we reached our stretch goal for the year while it was still July.”
Aline Furtado Aline FurtadoManaging partner · Motriz Evolução Executiva
“We had never had an active sales motion. The commercial department was reactive, and we always worked with clients who came to us. I tried everything and it did not work. Today I have a commercial team and do not have to manage the professionals myself. I am very pleased.”
Paullo Anaya Paullo AnayaFounder · Open Senses

FAQ

Frequently asked questions

Do we need to know exactly which service to buy?

No. The initial conversation can start with the problem. We assess the capabilities and delivery model that make sense.

Can we hire only one stage?

Yes. Scope may be focused or recurring, provided dependencies and responsibilities are clear.

Does Protagnst support companies outside Brazil?

Yes. We support international operations and market entry projects according to language, geography and required capacity.

Is Protagnst tied to a specific CRM?

No. Our CRM positioning is vendor neutral. We recommend and implement processes without building the offer around a platform partnership.

How is the investment defined?

Investment depends on scope, complexity, people involved, duration, tools and level of execution. External costs are separated when applicable.

Protagnst

Let’s build the next stage of your commercial operation.

Talk to Protagnst to identify priorities and design an executable path forward.

Talk to Protagnst