Sales process definition & tracking for a construction wholesaler
- Location
- Alberta, Canada
- Year
- 2019
- Engagement
- Revenue Growth: Sales Effectiveness
Construction products wholesaler had set a $1M sales target for the year (+27%). Owner recognized the need to develop improved systems for business development. Systems would be piloted in a spreadsheet as a low-cost alternative to a CRM system.
Our team clarified and defined the business development process to establish consistency and relevant KPIs for tracking. We drafted and iterated with client to ensure the tracking spreadsheet would be developed efficiently and meet client needs.
Measurable impact
6 wk
Developed a draft in 2 weeks and final version in 6 weeks
Construction
Measurable impact
14%
Sales goals were achieved and business continued to grow 14% year-over-year thereafter
Construction
Measurable impact
5 yr
Sales Tracking Spreadsheet continued to be in use over 5 years later
Construction