Financial Software and Services Provider
Losing traction at large bank clients, the company asked us to examine their sales model and recommend changes to curb revenue losses from these traditionally strong clients. We designed, developed and tested numerous improvements in processes, organization, priority setting, incentive programs and reporting. Full implementation led to renewed revenue growth and a 60% higher company valuation.
Successful organizations align the sales force size and skills with the go-to-market strategy and targeted customer segments. Sales processes and motivation/incentive programs encourage the desired behaviors and are aligned with the overall financial objectives of the company. Collateral materials are compelling, with the messages aimed at the buying values of the targeted market. High-performing companies routinely monitor a number of performance metrics to spot and correct problems. Markets, customers and competitors change. When they do, sales and marketing organizations react as changes will likely have implications on their strategy and practices including messaging, pricing, size of the sales organization, use of third-party channel partners, sales support resources, sales tools, sales skills and incentives.
We help sales and marketing organizations cope with these issues in several ways. We have deep experience in evaluating the management processes in both sales and marketing organizations including their structure, skills, deployment, motivation and personnel management. We are highly effective at identifying performance metrics for sales and marketing functions and reporting that will isolate potential trouble spots before they hinder achieving revenue targets. Our Nine Voices of the MarketTM methodology helps us quickly obtain objective information about market, customer or competitor changes requiring sales and marketing management attention. We help implement the recommendations we make. Our services include:


If you would like to discuss how we can help address your sales and marketing management issues, please contact us to tap into our experience and expertise.