Challenges We Solve
Developing business with existing accounts & key accounts
Existing customers usually hold untapped potential which many organizations struggle to unlock. Here is how we help.
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The Approach
We start by leveraging data and AI to uncover concealed growth potential within the CRM, assessing strategic account management practices, relationship depth, and growth opportunities. This includes account segmentation and identifying where strategic engagement can deliver the most value.
Additionally, we examine CRM functionalities & its use to effectively manage key and strategic accounts and assess influencing factors like incentive and target systems.
From there, we derive efficient account expansion strategies, design frameworks for account planning, cross-selling, and upselling, supported by tools that make insights actionable.
Additionally, we identify where AI can support the Account and Key Account Managers. In co-creation with experts and opinion leaders of the sales organization, insights are translated into a scalable key account management training program.
Implementation focuses on equipping teams with campaign-based learning journeys, advanced planning techniques and coaching to strengthen client relationships. Additionally, we mentor sales leaders in making prospecting and reach out a habit of their sales teams.
The outcome:
Deeper partnerships, higher share of wallet, improved up & cross-selling, and sustainable growth from your most valuable accounts.
Success stories
Using an AI Sales Coach to master next level Installer Conversations
AI in Sales helps SHP sales reps move beyond price talks. An AI Sales Coach enables realistic practice before visits, sharpening questions, positioning value, and aligning with leadership coaching to drive confident conversations and stronger installer engagement.
Establishing Leadership driven Commercial Excellence in the SHP Wholesale Market
In a challenging wholesale market, we helped the company to implement Commercial Excellence bespoke trainings and close work with the sales leaders, enabling systematic coaching, CRM-based execution, and establishing performance managment cadences. This allowed the connected learning journey to ensure sustained behavior change, leading to above-market growth in high-potential accounts.
Let’s Get In Touch
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