Our Methodology
We believe there are four (4) specific Sales Pistons™ which are the critical components of your sales engine. When firing together, they create a high growth sales culture and drive sustainable growth.
01. Marketing
Generate More Qualified Leads
Target Market
Segmentation
Identify the Value Proposition for Your Advisor Target Markets
Develop Your Buyer
Personas
Product Roadmap - Features and Functionality
Sales & Marketing
Campaigns
Create the Strategies and Tactics for Lead Generation
Identify Vendor & Tools Selection & Management
Increase Brand Awareness and SEO
Digital Video
Marketing
02.
Sales
Improve Sales Performance
Define the Right Sales Methodology for Your Market
Sales Process
Reengineering
Sales Management Development
Sales Coaching
& Training
Sales Pipeline
Development
Territory
Management
How to Evaluate RFP Participation
Trade Conference
Participation Strategy
03. Customer
Success
Improve Adoption For Higher Retention
Handoff New
Customers Efficiently
Develop Custom
QuickLaunch Program
Drive Adoption
Early
Annual Customer
Business Reviews
Structuring Customer
Success Team
Increase CRM Adoption
and Information
04. Operations
Increase Productivity & Execution
Sales Compensation
Plans
Management Reporting Development
Quota Goal
Setting
Pipeline
Development
Forecasting
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Online University
Program Development
Ongoing
Training
Performance
Management
Partnerships - Integration Strategy Development
Performance Improvement Plan (PIP) Program