Redesigning how a growing software company evaluates and forecasts deals
Enterprise supply chain risk software company
Forecasting was inconsistent, opportunities were qualified differently across the team, and growth after a first sale was slow.
- Mapped the existing sales process and where deals stalled
- Designed a new joint evaluation plan shared with buyers
- Standardized qualification and value messaging company-wide
- Rolled the process out to the team with training and coaching
More consistent forecasting, clearer qualification and faster expansion after the first sale.