Global Alignment to Support Salesforce.com Deployment

Financial Services | Sales Force Capability

Our client is a global investment management firm dedicated to helping their clients achieve long-term success.

Driving Go-to-Market Synergies across Strategic Acquisitions

Financial Services | Go-to-Market Strategy | Sales Force Organization | Sales Strategy

Our client is a ~$10B global specialized insurance and related services provider that sells across financial services…

Transforming Sales in a Global Investment Management Firm

Financial Services | Sales Strategy | Sales & Marketing Integration | Sales Leadership | Sales Force Capability

Our client is a global investment management firm dedicated to helping their clients achieve long-term success.

Giving Strategic Accounts the Focus They Need to be Profitable

High Tech | Financial Services | Sales Strategy | Sales Force Capability

Our client is a $2.5B global software and IT company that provides services to institutions across virtually every segment of the financial services industry.

Helping a Non-Profit Chart a New Course in the Market

Non-Profit Financial Services | Sales Force Capability

Experiencing declining income, our client realized they needed to change their go-to-market approach, which included offering new products and services via a new sales force