Software Company

quote openTheir review of our sales processes and pipeline has enabled us to adopt a new and effective approach to cloquote opensing new busines.

Client situation

The client supplies software that enables the automation of manual processes and the proactive management of customer relationships for the financial services industry. Turnover had been flat for 2 years with 52% of turnover made up of recurring revenues

Project goal

Audit sales performance and processes and deliver recommendations to improve sales performance and meet sales targets

Project delivery

Trinamo Sales Diagnostic (TSD); a thorough diagnostic of the sales department and sales processes to produce an in depth report to the board outlining key recommendations to drive sales growth. This included:

  • Installing lead gen
  • Increasing sales capacity
  • Improving sales management
  • A redefined sales process
  • Revised compensation plans
  • Revising the pricing model
  • Assessing the impact of the pricing mode on sales

Trinamo Sales Management (TSM); a two phase approach implementing the recommendations to drive and improve sales


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