Sales & CRM Consultancy Services

Depending on what you need, the Commercial Excellence experts we provide can be mentors, advisors, cooperating foremen, or owner of identified deliverables.

We are not pur-sang management consultants, pur-sang sales trainers, or pur-sang IT system integrators. Our unique experience lies in bridging these fields for the domain of Commercial Excellence, as illustrated in the diagram below.

We fulfill a temporary role and can accelerate your team in the realization of business value by leveraging our expertise, best practices, and templates.

We can support you with the following services:

Business, Functional & Technical Consultants

Our consultants bring a mix of Business, Functional, and IT consultancy. Pending the challenge at hand, we can also ramp-up a team that delivers the required specific expertise and experience for your scope and industry. Our Consultants can take ownership of deliverables, or fulfill a mentor or advisory role for your employees.

What you get

Experienced Commercial Excellence Consultants that have full access to our knowledge base of best practices and templates. Involvement of these consultants will improve the quality of your deliverables and the execution speed by eliminating the need to reinvent the wheel. Consultants can either join:

for a pre-agreed number of hours and deliverables
to take a fulltime position for a pre-agreed timeframe
to take fixed-price ownership of an agreed deliverable.

Whom we did this for

For a global Life Sciences company who were unable to attain structural sales growth, we delivered a Sales Opportunity Funnel and Performance Dialog. This Dialog empowered their Sales Management to structurally plan and manage their growth in a review cadence with their sales teams.

For a global industrial-strength Fibre Manufacturer that needed to simplify their sales operations, we redefined and automated all their sales processes. These simplified and automated sales processes allowed them to increase the productivity of their existing Sales teams and return to growth.

Project & Program Management

We can provide you with an experienced leader for your Commercial Excellence Project or Program. Our Project Managers can:

set up a new project
take-over and run an existing project
run a project workstream in a program consisting of multiple

What you get

We can provide you with an experienced Project or Program Manager in the field of Commercial Excellence. They can leverage our knowledge base that contains best practices based on a range from small projects (< 5FTE project team) to large programs (> 100FTE). If you merely need a review or problem solving on an existing project, then we can offer this via our Consultancy Services. Similar, we can also provide mentoring and coaching for your Project Managers via our Consultancy Services.

Whom we did this for

For a global Coffee Manufacturer who were redesigning and automating their global business process we provided a project manager. This project manager ran three of the workstreams in the program: Digital, Sales & Marketing and Business Intelligence & Analytics. Collectively these three streams globally standardized their Commercial Way of Working, and trained and coached people in the role out to 7 different regions.

For a global Telecommunications company in need of transitioning into a Customer-Centric Organization, we provided the program manager for its Digital and Customer Experience Program. This program played a pivotal role in this transition through various projects such as Customer Journeys, NPS, and eCommerce.

Interim Management

You have a permanent position in your organization that you cannot currently fulfill internally. Or, you need an outsider to take an internal position to drive an organizational change that will make this position redundant.

What you get

An experienced Manager that can accelerate the necessary change required to achieve the desired business value. These interim managers can also take an advisory & mentor role during the handover timeframe towards your new internal hire.

Whom we did it for

For a global Chemical company who were setting up a new global CRM competence center, we provided the interim manager for this new competence center. The Manager setup the required organization and processes, delivered the first successes and then handed over to an internal new hire.

For a Life & Material Sciences company who required a global PTO (Prospect to Order) Process Blueprint, we provided the Global PTO Business Process Owner (BPO). This Global PTO BPO designed and documented all PTO processes and consequently handed these over to the designated internal roles.

Salesforce Consultancy

Many Salesforce customers struggle with the expanding capabilities of the Salesforce platform. We will map your business needs to the out of the box capabilities of Salesforce. If your needs can not be met, we will help you to redesign your processes to minimize the required customizations. Doing so will keep the project and running operational cost as low as possible.

We can help you convert your Commercial Excellence roadmap to a masterplan for your next Salesforce Projects that are fully aligned with the Salesforce Product Roadmap.

We can cover the full life-cycle of our methodology for Salesforce projects, including the full implementation & customization and managed operations.

What you get

A team that matches your needs, potentially consisting of consultants, developers, and project managers. Each of these roles can be involved either:

for a pre-agreed number of hours and deliverables
to take a fulltime position in your team for a pre-agreed timeframe
to take fixed-price ownership of an agreed deliverable

Whom we did it for

For a global Food Ingredients Manufacturer who required a CPQ solution to support the pricing and quoting processes we designed for them, we delivered a rapid Solution. This solution was based on the out of the box Salesforce capabilities, and realized in 1/10 of the budget of their preferred IT system integrator.

For a University that required an automated onboarding process, we redesigned and mapped their processes towards the out of the box capabilities of Salesforce. The Solution we created allowed them to eliminate the manual required activities through direct integration with their lead generation process.