Sales Applications


Our team of professionals personally implements all of our apps and delivers state-of-the art training whether it is virtual, in-person, or hybrid.

The Call Plan Application has questions already embedded within the tool so sales reps can begin operating immediately. The tool is completely customizable and we consult with your marketing group and sales leadership to tailor the questions you want your salespeople asking. This gives your organization a more consistent go-to-market approach that will increase your sales reps speed to proficiency. Over time, your organization’s best practices are captured and shared with the team; thus, enhancing the professionalism of your sales force.

The Opportunity Management Application is designed in a simple format and will help sales reps determine exactly where they stand in any opportunity. Managers can ascertain very quickly what the sales rep knows or doesn’t know to provide application coaching.

There is a customizable scorecard that allows your sales organization to tailor the scorecard to your specific business needs. Additionally, during training we will highlight the need for sales reps to truly uncover key customer pain and gain issues to drive their strategy.

The Account Management Application is a framework for creating an account planning process for retaining and growing strategic accounts.

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The account planning methodology is dynamic with an emphasis on action. It focuses on aligning your company with the key drivers and initiatives of the customer organization and their key players.

The Territory Management Application allows both sales reps and managers to track and manage their territory coverage plans. It is integrated with the Call Planning application so that all customer contact and frequency is documented in one place. The application displays in a scorecard format whether or not sales reps are meeting the design frequency of calling on specific customers. Managers will see immediately where there are gaps in coverage so they can take appropriate action.

The Sales Management Application provides very detailed visibility in a scorecard format that shows exactly what coaching front-line managers are providing to their sales reps. Directors and Vice Presidents also have visibility to what their direct reports are coaching to. Additionally, information is pushed to both training and marketing so that they can do trend analysis to proactively assess market conditions and training needs.

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.