Consulting and
Advisory Services
Playbook Development
Playbooks are living tools that must continue to be developed and revised over time. Growing companies are constantly hiring, promoting, entering into new markets, and facing direct or unseen competition. In order to drive success, an understanding of how the business operates is required, including what’s worked in the past, what’s presently working, and what is anticipated to work in the future.
The primary purpose of a sales playbook is to show sales reps how to advance opportunities from one sales stage to the next across a variety of selling situations. When onboarding new sales reps, playbooks are powerful tools to show sales reps what good selling looks like—from how to communicate value propositions to positioning against specific competitors.
Beyond onboarding new sales reps, playbooks are great tools to help reinforce a structured sales process. From lead to opportunity to new revenue, playbooks help define a company’s sales process. Research from Salesforce has found that sales teams that follow a well-defined sales process are 33% more likely to be high performers.
Win/Loss Reviews
We help our clients determine why they really win and lose - so they can improve sales strategy, modify sales messaging, and enable the sales organization to win more.
Sales teams regardless of industry rarely know why they won or lost a major sales opportunity.
We serve as an independent 3rd party, not involved in the sales opportunity, that can get to the real reasons behind the customer’s decision.
A formal and rigorous win-loss analysis program enables better segmentation, product strategy choices, and sales enablement … those that take a more comprehensive approach have seen up to 50% improvement in win rates. Todd Berkowitz, Gartner
Sales/Buying Process Mapping and Alignment
The goal of mapping the selling and buying process is to align your selling process with the stages of the buyer’s journey. We help identify the sales plays a sales team uses during the entire sale/buy cycle, identify the strengths and weaknesses in the process and surface non-sales related activities that are impacting performance.
By mapping your sales process and aligning it with the customer’s buying process, we can deliver key insights on how your company can optimize the way you market, sell to, and service customers.
Sales Force Optimization
We help clients design, build, enable, adopt, and optimize world-class sales performance systems that fuel growth. Specializing in Salesforce’s Classic to Lightning transformations and adoption, we activate sales effectiveness through rich enablement tools that transform Salesforce’s platform into a strategic, competitive advantage.
Elite sales performance starts with a world-class process. Our Sales Process Design consultants are the best in the business. They’ll partner with you to create a process that aligns with your goals, establishes key performance indicators, and drives repeatable sales success
Revenue Analyzer
Revenue Analyzer with Optimal Opportunity Profiling (OOP) is a service that assesses your forecast accuracy across the entire lead-to-opportunity close lifecycle, it provides insights and corrective action to drive near-term revenue performance, and longer-term revenue predictability. Revenue Analyzer with OOP provides an actionable assessment of your current sales pipeline, along with a targeted list of recommendations for improvement. Performance gaps are identified and compared to those results found in high-performing companies as defined by Quick Start Strategies’ (OOS) benchmark database.
Once your gaps have been uncovered, QSS provides actionable recommendations to improve the quality of your sales data to drive near-term sales results.
Deal Reviews
Too often deal reviews devolve into a history lesson or may feel like a personal attack on the sales rep/manager. We provide clients a service to use an objective 3rd party professional to assess the situation without any internal bias or pre-conception of the situation. Clients get a realistic report of the actual situation as well as a suggested action plan to drive the deal forward or cut their losses and move on.