Sales & Marketing Excellence

We help deliver company-wide commercial excellence projects (e.g., optimized sales territories, account mapping to channels, org structure, workforce planning, etc.) to accelerate top and bottom-line growth. Core offers include Commercial Diagnostics, Salesforce Design & Optimization, Lead Management & Optimization, Market 360 VOC & Competitor Analysis, E-Comm & Digital Strategy, and Mystery Shopper.

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Commercial Diagnostic

Baseline your current-state sales & marketing organizations with a focus on key roles, reporting lines, processes, metrics, and channels; develop a vision for your future-state sales organization and identify and size key opportunities for improvement

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Salesforce Design & Optimization

Optimize your sales and marketing organizations by crisply defining key customer segments & needs, GTM strategy, sales territories, channel strategy, sales workforce planning, etc. to better serve customers and grow your top and bottom-line; develop thoughtful transition plans to move from your current to target future-state

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Lead Management & Optimization

Optimize your lead management system enterprise-wide & increase ROI of your current sales & marketing teams by identifying the highest value improvement opportunities (e.g., missed leads, overlooked leads, poorly routed leads) and executing them

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Market 360: Voice of the Customer & Competitor Analysis

Compile a detailed market report outlining and assessing your current market position (e.g., customer sentiment), customers, competitors, and market insights
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E-Comm & Digital Strategy

Transform your e-commerce & digital capabilities by developing a target-state vision, assessing key gaps with the current state, and creating an actionable, practical plan to build-out the desired future-state

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Mystery Shopper

Run a targeted mystery shopper process to profile and understand the customer experience across every lead funnel stage to pinpoint top causes of attrition, better understand customer perspective, and uncover key opportunities for improvement

  • Run a mystery shopper experiment to uncover critical gaps in your sales funnel, identify where potential customers are being lost, and pinpoint key opportunities to enhance sales, improve customer experience, and boost retention

Looking to grow your business?