Upgrade your Client Relationship Management (CRM) tools
If your goal is to significantly improve
productivity and sales long term....we have extensive experience with implementing
CRM systems and support any or all components of the process. We help you create
solid relationships with your clients that generate higher levels of sales by:
- auditing your current system components
- identifying build/ buy options
- creating solutions that can be implemented
quickly and efficiently
- ensuring new systems support future needs
- training Internal & Field Sales Staff,
Senior Management & Technical Staff
Services provided for:
Aetna
Alger
Deutsche Bank
Heritage
John Hancock
Liberty Financial
(formerly Colonial Funds)
PFPC (formerly First Data
Corporation)
SalesFocus Solutions
(formerly ResourcePhoenix.com)
Scudder/Kemper Investments
Stein Roe
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Improve the
productivity of your field sales force
If your goal is to develop a productive and effective
sales structure......we provide both rationale and "best of class"
practices for calculating required staffing levels. We design regular or bonus
compensation plans. We evaluate and document computer support needs in terms of
tools, capacity, and requirements. We also provide reporting tools to
objectively evaluate your sales team and to help them manage their territories
more efficiently and increase their sales.
Services provided for:
Aetna
John Hancock
Liberty Financial
(formerly Colonial Funds)
MFS
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Build
a stronger management
team
If your goal is to create more effective management
teams....we serve as mentors to Senior Managers; both those new to their positions and
those with significant experience. We help restructured organizations to focus
on work rather than on the restructuring. We meet with three levels of
management to assure goals and strategies are aligned. We help managers to
develop new business plans, coach & counsel them on priorities, action plans
& communication strategies.
Services provided for:
Liberty Financial (formerly Colonial Funds)
MFS
Scudder/ Kemper Investments
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Eliminate
bottlenecks from your procedures
If your goal is to get rid of "time wasters" in
your operation....we identify each process component, reengineer procedures,
and develop new workflows. When appropriate, we design business
specifications for new or revised systems that create smoother processes for
closer customer relationships.
Services provided for:
Colonial
Keystone/ Evergreen Funds
MFS
Scudder/ Kemper Investments
Stein Roe
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Reduce your
staff turnover
If your goal is to reduce staff turnover....we review job descriptions, evaluate job
responsibilities, authorities, and hiring qualifications. We create employee evaluation tools
that match responsibilities and incorporate comprehensive feedback. We
design performance-based compensation plans that increase sales, eliminate
over-time pay, improve productivity, reduce hiring and training costs.
Services provided for:
Aetna
Liberty Financial (formerly Colonial Funds)
MFS
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Audit
your sales support computer tools
If your goal is to stay ahead of the competition using the most supportive, efficient
tools....we identify a comprehensive set of business needs by working with each user group.
We compare the results of our survey with the functionality of your current systems. We
evaluate external systems options or develop specifications for a new
system. Projected volumes and competitor best practices are incorporated
in all recommendations.
Services provided for:
Liberty Financial (formerly Colonial
Funds)
Keystone/ Evergreen
Funds
Scudder/ Kemper
Investments
SunAmerica
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