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Pivotal Advisors Pivotal Advisors Pivotal Advisors Pivotal Advisors
  • About
    • Sales Performance Factors
    • FAQs
  • Services
    • Sales Leadership Development
    • Sales Management System
    • Fractional Sales Management
    • Sales Recovery Program
  • Events
  • Resources
    • Blog
    • Videos
    • Guides
    • Tools

Sales Recovery Program

Sales Recovery Program

LEADING COMPANIES OUT OF CRISIS

The initial impact of a crisis has caused many businesses to focus a lot of their attention on finances and operations. But much less attention has been given to departments like sales other than just “checking in” with them. Most companies don’t have a well-defined plan to address questions such as:

  • How can we generate an accurate revenue forecast?

  • How do we address requests for cancels or reductions?

  • How do I keep my team productive while working remotely?

  • Where should we focus to generate new business?

  • How do we know if our adjustments are working?

  • What should our customer messaging be?

Companies that take this time to focus on their top-line sales, preparing their teams now, will have a competitive advantage coming out of this crisis. The status quo no longer exists, you need a new plan, practical way to get there, and accountability systems in place, we can help.

The Process

Pivotal Advisors will help you create a plan you can implement in under three weeks. We will also work with you to monitor results and make adjustments.

1

ANALYZE

  • Cash Flow/Runway
  • Goals /Plans
  • Pipeline Review
  • Financial History
  • Segment Performance
  • Scorecards
  • Processes
  • Team

1-2 meetings with Pivotal Advisors and executive team

2

RE-ALIGN

  • Short-term goals
  • Client Retention Strategy
  • New client focus and plans
  • Revised messaging/solutions
  • Revised salesperson scorecards and plans
  • Team Adjustments
  • Cashflow adjustments
  • Success Metrics

2-3 meetings with Pivotal Advisors and executive team

3

EXECUTE

  • Sales Operating System – 1-on-1’s/Daily Huddles
  • Performance Management and Coaching
  • Forecasts
  • Scorecard reviews
  • 3-month membership to PPA

Ongoing weekly touchpoints with Pivotal Advisors and Sales Leader

The outcomes

PLAN

  • Existing and New Client Strategy
  • Revised Messaging
  • Specific short-term goals

EXECUTION

  • Clear communication cadence and expectations
  • Every person on the team knows what to focus on each day
  • Performance Management to Drive Accountability

VISIBILITY

  • Feedback systems and metrics to understand what is working
  • Increased Forecast frequency
  • Key Triggers identified to make adjustments

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