PE & VC FIRMS
Maximizing Investment Returns with Expert Sales Organization Assessments for PE and VC Firms
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For Private Equity (PE) and Venture Capital (VC) firms focused on maximizing the value of their investments, understanding the effectiveness of a company's Sales Organization is as critical as assessing its technology. While technology experts are often employed to validate prospective investments, the evaluation of Sales Organizations is frequently overlooked. Yet, it is often the case that teams with exceptional technology underperform due to weak sales execution. Recognizing this gap, our firm specializes in conducting swift and thorough Sales Organization Assessments for both potential investment targets and underperforming portfolio companies.
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Our approach is tailored to meet the specific needs of PE and VC firms, providing a fast, cost-effective, and pragmatic assessment. With extensive experience in early-stage startup due diligence, we bring a wealth of knowledge and a keen eye for identifying root-cause issues within sales operations. Our objective analysis delivers no-nonsense evaluations, coupled with practical recommendations for improvement. This allows PE and VC firms to make informed decisions, ensuring their investments are poised for accelerated revenue growth and long-term success.
I offer a variety of services designed to deliver cost-effective and fast results. All of my services are available either virtually or in person.
SalesBoost360
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What is it?
My “SalesBoost360” is a comprehensive 1-2 week “hands-on” engagement that covers my analysis of all the critical components of your Sales Organization’s performance. This all-inclusive package covers:
Interview cross-functional stakeholders across your entire organization, including:
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C-Suite Leadership Team
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Sales Team (1 week for Teams of 6 Salespeople or less. 2 weeks for Teams of 7-18 Salespeople.)
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Marketing Leader
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Product Management Leader
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1-3 Customers (if applicable)
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1-3 Channel Partners (if applicable)
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What is delivered?
An Executive Summary Presentation and Report covering my objective assessment of your revenue-generating functions against Enterprise Sales Best Practices, along with my pragmatic recommendations for remediation and improvement.
(A quote for my remediation and optimization services will be provided upon request.)
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Cross-Functional Stakeholders Collaboration and Synergy
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Top of Funnel / Customer Lead Generation and Opportunity Conversion
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CRM Effectiveness / Pipeline Health
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Sales Stage Alignment
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Compensation Plan Alignment
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Validate Value Proposition & Target Customer Profile
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Sales Team Competency, Effectiveness & Readiness
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Channel Strategy Effectiveness
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Sales Collateral Effectiveness
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Overall Sales Performance Effectiveness Rating
