Built an achievable sales plan that outlined how to grow sales by $4M

Sales Xceleration came in to interview and observe the organization. Based on the findings, a realistic sales plan was created to quickly generate revenue growth.

Executive Summary

A marketing company, in business for 13 years, reached a sales plateau and realized they needed a plan and strategy built by a professional. The company experienced a decrease in sales and wanted to reverse the trend and accelerate their sales effort, systems and tools.


  • No sales team and low sales activity
  • Poor implementation of their CRM
  • Limited performance indicators
  • No sales process or sales plan for growth
  • Revenue was reliant on one customer
  • No job descriptions for employees
  • Lacked a sales role strategy

We devised systematic steps to help solve the

  • Developed a sales strategy based on specific observations of the organization
  • Created a sales forecast, sales roles, and coverage strategy
  • Established job descriptions, compensation plans, and defined sales personnel profile
  • Implemented a CRM plan, complete with leading and lagging indicators
The Result

What changed afterwards…

  • Built an achievable sales plan that outlined how to grow sales by $4M
  • On-boarded 2 strategic account managers
  • Marketing activity dashboards and staffing resources obtained as a result of the CRM implementation

Client Overview

Starting Revenue: $29 Million

Ending Revenue: $33 Million

Staff Members: 10

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