FINANCIAL SERVICES FIRM
This firm provided benefit programs to other companies and government organizations.
To Optimize Their
Assessed And Scored
To Optimize The
Based upon their current state and where they wanted to take the organization, over 150 recommendations were developed. To focus the organization on the most important recommendations, we used Company Expert’s scoring methodology – e.g., cost, impact, and execution confidence to further define and prioritize the list and sequenced these recommendations in a 2-year roadmap.
We sequenced in the smaller list of recommendations into a multi-year roadmap.
- Sales Maturity Curve
- 150+ Recommendations That Were Scored and Sequenced into a Transformation Roadmap
- Assessment and Heat Map of Their Sales Efficiency and Effectiveness Levers
- Interview and Survey Summaries
- Deep Analytical Reports to Help Inform the Roadmap
- Current State Assessment With 5 Major Key Them
TECHNOLOGY CONSULTING FIRM
This firm provided consulting to mid to large companies looking to move and integrate their infrastructure and applications in the cloud.
Time Dealing With
Phase two of the engagement consisted of the client outsourcing the entire sales management function to Company Expert. Once the sales organization was mature enough, the team was transitioned to the newly hired sales manager.
- Recruited and hired three highly effective Sales Representatives
- Established the sales processes, governance structure and reporting capabilities
- Enhanced the sales tools and created marketing materials
- Trained sales reps to increase their effectiveness in closing new business as quickly as possible
- Created a target list that Identified and prioritized the client’s best prospects and opportunities for growth
- Acted as interim Chief Sales Officer and developed the sales plan