
METHODOLOGY
Sales Pistons
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
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Target Market Segmentation
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Identify the Value Proposition for Each of Your Advisor Target Markets
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Develop Your Buyer Personas
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Create the Strategies and Tactics for Lead Generation
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Identify Vendor & Tools Selection & Management
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Increase Brand Awareness and SEO
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Product Roadmap - Features and Functionality
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Digital Video Marketing
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Sales & Marketing Campaigns
Improve Sales Performance
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Define the Right Sales Methodology for Your Market
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Sales Process Reengineering
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Sales Management Development
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Sales Coaching & Training
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Sales Pipeline Development
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Territory Management
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How to Evaluate RFP Participation
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Trade Conference Participation Strategy
02
SALES
03
CUSTOMER SUCCESS
Improve Adoption For Higher Retention
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Handoff New Customers Efficiently
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Develop Custom QuickLaunch Program
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Drive Adoption Early
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Annual Customer Business Reviews
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Structuring Customer Success Team
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Increase CRM Adoption and Information
Increase Productivity & Execution
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Sales Compensation Plans
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Management Reporting Development
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Quota Goal Setting
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Pipeline Development
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Forecasting
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Online University Program Development
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Ongoing Training
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Performance Management
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Partnerships - Integration Strategy Development
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Performance Improvement Plan (PIP) Program