MEETING FACILITATION

Driving Cross-Functional Team Accountability

Our client needed a better understanding of how bundled solutions could better meet customer needs. We facilitated 30 people across 3 business departments and product teams to create and roll out bundled solutions critical to driving client revenues.

Client Challenge

The client was experiencing stalled sales due to inefficient utilization of very specialized technical solution providers. These specialists had to aprioritize between numerous sales teams and were not able to support the teams they were assigned to.

Often, although there would be six accounts in one city, the specialist would be brought in for one meeting at a time, rather than setting up a calendar where their time would be more efficiently used. The Regional Sales Manager asked us to develop a
solution.

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How We Solved It

We implemented program management guidelines and agile principles to create a more effective sales environment. Our consultants ensured the specialized technical solution providers were deployed effectively throughout the sales teams.

  • Implemented project planning and tracking developed specifically for sales team support
  • Developed timely and consistent communications
  • Managed complex communications to stakeholder network
  • Managed customer workshops and briefingsdigestible analytic

Business Impact

The Cisco account manager needed to accelerate sales completion to free up more time to interact with the client and drive sales. The impact was immediate, she says.

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Over $170M in sales

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Better aligned teams

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Reduced sales attrition

How We Help

Helping you remotely, where ever your team is. Our specialized staff will help you achieve your goals using innovative techniques and processes. We help you pinpoint and eliminate inefficiencies so that your staff uses their time smarter and not harder.

Sales Support
  • Robust sales order support
  • Flexible handling of quote modifications
  • Opportunity reporting dashboard
  • Robust component and product failure support
  • Proactive monitoring and resolution¬†of potential issues
Marketing Support
  • Keeping creative teams on track
  • Developing status updates
  • Delivering content on time & on budget
  • Managing giveaways and promotions
  • Post-event follow-up
Partner Enablement
  • Streamlined process alignment
  • Facilitated communication and collaboration
  • Decreased escalations
  • Revamped co-selling strategies
  • Strategic event management
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