Our Programmes of Work
Our programmes of work deliver measurable sales growth and operational excellence for financial institutions and those within their ecosystem. We identify immediate revenue opportunities, optimise sales pipelines, and integrate CRM systems for greater efficiency. By leveraging market segmentation and key account strategies, we enhance client acquisition and retention. Our go-to-market strategy ensures successful product launches, while tailored performance frameworks align teams with strategic goals to deliver measurable results.
Strategic Sales Analysis
and Planning
Sales Analysis and Overview
This programme analyses the current approach to sales within the organisation and the culture around the sales function, identifying a framework for quick wins to accelerate immediate revenue growth by leveraging these timely and strategic market insights.
Go To Market Planning
Strategically designs and executes market entry for new products orservices, optimising market penetration and maximising revenue generation, and ensuring optimal alignment with target client segments.
Client and
Market Analytics
Data-driven Market Segmentation
Utilises sophisticated data analytics to finely segment the market, allowing for highly targeted sales and marketing strategies that speak directly to the needs and behaviours of different client groups, thereby increasing marketing efficiency and client acquisition.
Key Account Planning
Focuses on creating and implementing customised strategic plans for major accounts to enhance relationships, retention, and revenue growth. This programme involves detailed client analysis to ensure tailored solutions that meet specific needs and opportunities.
Sales Process Optimisation
Pipeline Management
Optimises the management of the sales pipeline to enhance flow, increase conversion rates, and improve the predictability of sales outcomes. This programme is key to maintaining a healthy sales cycle and achieving growing revenue streams.
CRM Integration and Optimisation
Upgrades and integrates CRM systems to better support sales activities, increasing operational efficiency and the quality of client insights. This programme ensures that technology fully supports sales goals and drives higher sales productivity.
Sales Growth and Performance
Cross-selling
Designed to increase the opportunity size and enhance the client experience by strategically promoting additional relevant products or services to existing clients, thereby maximising client value and strengthening client loyalty.
Sales Performance Management Framework
Develops and implements a comprehensive framework to systematically measure, manage, and enhance the performance of the sales team, aligning sales efforts with organisational strategic goals and ensuring sustained sales success across markets.
Understanding Your Needs
Overcoming Your Sales Challenges
Identifying Opportunities
We help you to clearly identify target markets and ideal clients, ensuring sales efforts become more focused, leading to higher conversion rates and an increase in average deal size.
Inconsistent Sales Processes
We put in place standardised sales processes and integrated technology in order to reduce time spent on non-revenue-generating tasks. Sales teams can close deals faster, increasing productivity—effectively lowering the cost of sales.
Limited Visibility into Sales Pipeline
We ensure you have improved pipeline visibility that allows for better revenue forecasting and strategic planning, reducing lost opportunities.
Underperforming Sales Teams
We transform underperforming teams into high-performing units through tailored coaching and performance management strategies. By aligning sales behaviours with business objectives, we help foster a results-driven culture that empowers your team to consistently exceed targets.
Fragmented Technology Implementation
Integrated technology and data-driven sales management CRM software streamline operations, helping companies use clear metrics and KPIs/OKRs to measure sales performance and drive accountability.