Sales Transformation

Rebuild sales performance at the system level

Many sales organisations grew without upgrading their underlying system. Processes differ by team, data quality varies, performance depends on individuals. Real improvement requires a full reset: assess current sales maturity, set a clear target, then manage the shift to new ways of working.

Watch the video: explaining Sales Transformation in two minutes
Measured in one engagement
Year before · 94.8% of target
£4.4m
Year after · 110.8% of target
£5.4m
Sales results in 12 months+16%
What changes for you

Sales performance stops depending on individuals

01

A clear sales maturity baseline with a defined target state.

02

Pipeline quality, conversion and margins improve together.

03

Sales steered on data, with less dependence on a few individuals.

Customer case

+16% in sales results after a full transformation

Download the case to see how we did it and what it would change in your sales process.

Sales Transformation
Funnel activities
Sales impact
Lead Generation
1
Bigger Pipeline
CRM & Qualification
2
Higher impact salespeople
Sales Effectiveness
3
Data-driven steering
Pricing
4
Increased margins
Negotiations & Closing
5
Higher conversion rates
Account Mgmt., Up & Cross-selling
6
Higher share of wallet
Is this you?

Sales performance depends on individuals, not on a system

01

Sales processes, tools and behaviours vary across people, teams or regions.

02

There is no clear view of funnel health, sales effectiveness or margins.

03

CRM and data are underused or not trusted for steering.

04

Improvement initiatives exist, but nobody has ranked them or tied them together.

How it works

The transformation starts with a scan, then works through a ranked improvement roadmap

  1. 1Scan where sales maturity is today, across the whole funnel.
  2. 2Agree the target state with management.
  3. 3Rank the initiatives by impact and feasibility.
  4. 4Work through the roadmap with your team, initiative by initiative.
Sales funnel dependent activities
Independent activities
1Market Insights
  • Size and market share of the market
  • Competitor Insights
  • Customer insights (e.g., segmentation, NPS)
1Ideal customer profile
  • Identify the ideal customer profile (ICP)
  • Creating a target list
1Marketing alignment
  • Brand and value proposition
  • Alignment between sales strategy and marketing campaigns
  • Battlecards
Performance Mgmt.
  • Availability of data insights
  • Sales and Marketing ROI
  • Margin realisation per customer
  • People’s performance
  • Benchmark
2Lead generation
  • Push (e.g. cold calling) & Pull (e.g. digital marketing, events) lead generation
  • Lead scores
2Qualification
  • Qualification process
  • Identifying willingness to buy (WTB) & to pay (WTP)
  • Efficient use of time per opportunity
3Sales process
  • Sales & GTM strategy
  • Sales Process Blueprint
  • Effective sales pipeline management
  • Use of tools by humans
Organisation & training
  • Effective organisation (aligned with markets, roles, and responsibilities)
  • Training programmes
  • Bonus incentive
4Pricing
  • Method of pricing (e.g. cost+ or value-based)
  • Regular price adjustments
  • Quotation process
  • Discount management
5Negotiation & Conclusion
  • Value-driven negotiations
  • Handling of objections
  • Transfer to operations
6Account Mgmt.
  • Share of Wallet analysis
  • Account plans
  • Cross-/ Up-selling
  • Churn management
Tooling & Data insights
  • Efficient Tooling tech stack
  • Data quality and depth
  • Relevant customer insights
  • Data-driven management
  • Forecast and KPIs
Is this for you?

Best if you want a big change in sales maturity, not small fine-tuning

This IS for you, if
  • You want to improve sales performance structurally, for good
  • Your sales organisation has outgrown its processes and tools
  • You want to know where time and budget will make the most difference
  • Management will lead change across sales, marketing and operations
This is NOT for you, if
  • You are only looking for a quick fix or a single-topic improvement
  • You want improvements without changing ways of working
  • Sales transformation is seen as something salespeople must fix themselves
  • You expect results without management attention and ownership

If this sounds like your organisation, book a meeting with us. Or use the form below.

Next step

Contact us with your question or problem

If you would like to get in touch, or you have a specific question, please feel free to reach out by filling in the form.

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