Sales Process Optimization

Establish or optimize your sales organization to scale to its full potential.

Companies that have aligned their product to the market and validated their positioning and performance with real customers can confidently make the investment in launching a dedicated sales team. Develop that sales team to the next level of revenue generation with Best Practice processes and tools that ensure the traction and scalability to achieve full potential.

Sales Process Optimization:

  • Equip your sales team with best-practice sales processes, methodologies, and metrics to measure and improve effectiveness.
  • Help your sales team identify hot opportunities and drive customers through a proven lifecycle methodology.
  • Build a high performance sales team with optimized compensation, pipeline, and forecasting models.


  • Sales organizational models
  • Proven sales process models and CRM designs
  • Compensation models
  • Lifetime customer methodology
  • Pipeline and forecasting models
  • HOT (High Odds Target) opportunity profiling
  • Account plan and account review templates
  • Tools and metrics to motivate and monitor team performance

Success stories:

  • Digital signature technology company – Altus increased monthly revenue 16x in less than 9 months, making the company profitable for the first time in its history. Client is currently contemplating an IPO.
  • Event management company – Established and implemented a highly efficient sales and channel model and team that has consistently delivered quarter over quarter revenue growth from day one.