Modernizing "Old School" Seafood Distribution
This privately help distribution business had great customers, but not a good process for AR/AP, cash flow and was in need of more modern tools and processes to better understand the businesses financial performance, pricing and margin impacts.
Quickbooks Clean Up
A full 18 month clean up helped improved owners understanding of his business performance and improved cash flow with improved AR processes
Improved Reporting
Revised Chart of Accounts, Profit and Loss statement and reorganized Quickbooks file to better understand profit and trends.
Deploy Modern Tools
Mobile printers, Quickbooks Mobile Access, Dext for receipt capture all improved accuracy of invoices and better understanding of pricing and profit by client.
Outperforming Market Trends in Manufacturing
This Private Equity owned Manufacturing business has seen sales growth stall in a slowing market, and there was need for fresh ideas to grow share with a more proactive sales and marketing strategy.
Realign Account Management Model
Deploy customer segmentation model to prioritize high value and high potential accounts with the most experienced sales talent.
Modernize Sales Tools
Launched Hubspot CRM to drive lead to cash process, organize customer data and build forward looking pipeline of new revenue opportunities.
Build a Customer Acquisition Engine
Deployed sales intelligence platform, increased prospect outreach, launched new dedicated business development role, revamped online marketing and modernized sales assets to drive customer acquisition and gain share in a declining market.
Construction Services
A Private Equity owned regional Construction and Event Site Services business with a need for strategic new leadership to drive growth and evolve the revenue organization for the next phase.
Stabilize Sales Operating Rhythm
With an unexpected leadership transition, the initial focus was on supporting and stabilizing the sales teams with weekly 1:1s, meetings, align inside and outside sales activities, improve internal communications and support the team to accelerate selling activity.
Refine Sales Processes
With focus on improving sales effectiveness, margins and overall revenue growth to meet budget goals, we made changes to the accounts assigned to each salesperson, and improving the effectiveness of the sales processes. The major changes including outreach activity volume, new business focus, handling objections and accelerating the deal pipeline using Salesforce CRM.
Develop CRM and Sales Tools
Launched Quoting, Email automation, revised process flows in Salesforce CRM, while revamping sales materials and digital marketing spend, keywords and strategy to drive improve volume and quality of leads.
