Helping the experienced sales team focus on and convert larger (enterprise) opportunities to increase ACV and drive growth.
A global provider of investment management platforms with a high-performing sales team wanted to unlock the next level of growth by targeting and converting larger enterprise deals.

A global provider of investment management platforms serving clients across front, middle, and back-office operations.
We partnered with a global provider of investment management platforms, supporting clients in integrating front, middle, and back-office operations.
The focus was on enabling the sales team to target and convert more enterprise-level deals, reduce sales cycle times, and improve win rates.
The team was already performing well. To enable the next level of growth, leadership identified the need to:
Support client-facing teams with an enterprise-focused sales model.
Reinforce their existing global qualification methodology and ensure rigorous and effective adoption.
Equip sales leaders to coach both people and deals through the new approach.
In close partnership with senior leaders and revenue enablement teams, we:
Consult and assess
We worked with senior leaders and revenue enablement teams to assess current practices, identify strengths to retain, and areas to enhance.
Design and deliver
We created a targeted programme with sales models to strengthen enterprise selling while complementing existing methodologies.
Coach and embed
We developed practical playbooks and coaching guides to help leaders drive consistency and embed new behaviours.
A more focused, enterprise-ready sales approach.
The client now has the focus, tools, and leadership habits needed to pursue larger deals with greater confidence and consistency.
A shared language, toolkit, and repeatable practices across the team.
Tools and methods designed to support larger, more complex sales.
Stronger application of their qualification framework, improving conversion and forecasting accuracy.
The programme integrated our existing sales methodology supplemented by a suite of tools to enhance our sales process.
See how we’d work with you
See exactly how we could scope, coach, and embed lasting sales capability with your team.
