Merger and Acquisition Assessment of facility HVAC services and energy services companies.
Analysis of prospective acquisition for consistently, capability and validating of their services lines.
►Organization Our team can support the benchmark analysis of organizational competencies
►Methodology & CRM Process Review of sales process and CRM processes to determine growth opportunities as well as maturity.
►Talent When apporariate can support sales talent for to determine capability, desire and capacity to be successful.
►Offers, Channel and Growth Review of strategic and tactical processes for offer and channel development as well as tactical initiatives for growth.
►Pricing & Financial KPI’s Analyze and provide insights into the estimating processes as well as key KPI metrics around the sales process and delivered margins.
►Account Management Review CRM or Skunkworks account management processes. Gauge actual owner direct sales competencies.
►Vertical Market Approach Alignment review of key vertical market services, products and solution offers for appropriateness.
►Sales Process Analysis of existing sales process effectiveness
►Tactical and Strategic Selling Review of Sales organization for approach for strategic selling and opportunity management. Determine methodologies for in person tactical selling.
►Account Management Determine effectiveness and existence of account management processes.
►Selling Tools Determine sales tools being utilized and identify significant gaps.
►Sales Coaching When appropriate can provide sales and sales management coaching activities.
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