How can you simplify process & tools to deliver consistency and raise sales intelligence?

Intelligent sales organisations are data-rich and more consistent in their approach. This raises productivity, performance and efficiency. Do you guide your sales team? 

The right sales process, supported by the right selling tools, embedded into the CRM system where your team [should] work will help your team to win. Get the fundamentals right in your selling approach, including; 

  • Tailor your sales process to reflect complexity and velocity.
  • Improve account planning to build better customer strategy.
  • Qualify, score and develop closure plans to win key deals.
  • Plan for more effective customer meetings that advance your position.
  • Surface the right content for sales, share it and track customer engagement.

Easy to use selling tools will guide selling activity and create insights to support better sales management and coaching.

We appreciate that tools are just tools. Instead of pushing silver bullets, we work with you to ensure they fit into a broader strategy. We help you find the right process improvement, value messaging, training or coaching to improve selling capability.

All of these tools are 100% Salesforce native too, simple.

Do you want simple process and tools to enable your intelligent sales team?

Sales Tools enabling Intelligent Enterprises

Guide sales team effectiveness

Improve team collaboration 

Insights from reports and dashboards


Customer retention is the foundation of a growth strategy. AccountPlan helps to bring your team together to collaboratively build winning account strategy in Salesforce. Map relationships, identify opportunity and assess risk in 50% less time than off-line documents.


Sales is about winning, yet only 20-40% of deals are successful. DealSheet brings a consistent qualification and scoring system for your opportunities. Managers get better insight  to support coaching. Leaders can measure pipeline risk to make forecasts more accurate.


Customer meetings that advance your position are hugely important in any sales or account management process. CallPlan guides your sales team’s planning so they are ready to maximise value at these key moments. Managers get the data they need to coach.


65% of marketing assets are unused and sales people spend 20 hours/month searching for it. Help your team to share the right assets, at the right time, and track customer engagement to accelerate your sales process. Marketing gets data on how content is used to measure ROI.

Detailed insights inform decision making. 


Intelligent sales organisations are data-rich, using rich data to improve decision making.

Many B2B sales pipelines are of low quality, and poor choices are made about which deals to pursue. This results in wasted sales manager time and inaccurate forecasting. DealSheet adds rich data to every deal to highlight pipeline and forecasting risk. 

Account resourcing assignments made on instinct will fail too often. Use AccountPlan data to view a detailed landscape of opportunity across the whole portfolio.

Meetings are better planned and coached, and you track the true value of your marketing content.

Business leaders without information often make poor decisions. Our tools provide insights to stop this, 100% in Salesforce.

Do you want simple process and tools to enable your intelligent sales team?

A.I. Ready? 

A.I. powered B2B selling is here today and intelligent sales teams will be at the forefront of the wave. 

Sales operations and enablement teams are using the experiences of the past to help shape success in the future.

Sales reps will be more productive, accurate and predictable.  

Salesforce’s MyEinstein Prediction Builder  uses clicks, not code, to build applications for the Intelligent Enterprise.

Our applications are built 100% native in Salesforce, providing triggers and data points that can be used in building the right apps and workflow for your team. 

Do you have the foundation data ready to steal a march on your competition?  

Outside In Adoption Accelerator ©

It’s not just about software.

How you deploy, embed and enable sales and management teams will have a huge impact on adoption and value realisation.

We work with your operations and technical teams to set up and drive adoption levels. 

We work with sales leaders to encourage the right leadership behaviours to support the changes you seek

We work with your sales teams to help them to understand, apply and embed new ways of working.

We are alongside you, to help you succeed.


Do you want simple process and tools to enable your intelligent sales team?

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