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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

 

  • Target Market Segmentation 

  • Identify the Value Proposition for Each of Your Advisor Target Markets

  • Develop Your Buyer Personas

  • Create the Strategies and Tactics for Lead Generation

  • Identify Vendor & Tools Selection & Management

  • Increase Brand Awareness and SEO

  • Product Roadmap - Features and Functionality

  • Digital Video Marketing

  • Sales & Marketing Campaigns

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

02

SALES

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

Increase Productivity & Execution

  • Sales Compensation Plans

  • Management Reporting Development

  • Quota Goal Setting

  • Pipeline Development 

  • Forecasting

  • Online University Program Development

  • Ongoing Training 

  • Performance Management

  • Partnerships - Integration Strategy Development

  • Performance Improvement Plan (PIP) Program

04

OPERATIONS