| Challenge |
| Rockefeller Group Technology Solutions (RGTS), part of the Rockefeller Group, provides data, voice, and technology management solutions to its clients. RGTS needed to restructure its sales teams within various geographies and products and introduce common CRM processes in order to improve communications, accelerate sales and improve customer relationships. |
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| Solution |
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Facilitated workshops to help RGTS formalize and reach consensus on common sales processes. |
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Worked with executive team to design and implement management dashboards. |
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Designed and configured salesforce to support new sales processes |
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Developed and conducted a customized training program to train both staff and executives on the new system |
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| Results |
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Common Sales process implemented across business units |
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Better visibility into sales pipeline |
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Improved sharing of information |
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