Capital Market System Provider

Sales strategy (B2B4C) – Review/ Definition

The Challenge

Stagnation of sales success 3 years after founding. Lack of transparency of sales processes and supporting system.

The approach

Preparation of a clear and coherent service offering for primary banks, incl. basis for benefit assessment (benchmarks, cost factors, etc.). On-site presentation of the service offering for potential customers under consideration of customer specific situation and history à goal: joint agreement with the customer on next steps. Joint support of the primary banks for the next steps: Placement of sales strategy in the business strategy of the banks. Creation of business case / current benchmarks / quantitative basics. Planning of the next steps for the implementation. Creation of decision template. Contractual agreement and onboarding GENO Broker. Roll out and continuous support (benefit assessment, client communication, further optimisations,…).

The result

Strategic and organizational development of the sales strategy. Operational optimization of sales support.

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