Our Expertise: 360° Sales strategy audit & profitability optimization for a financial services company.

• Align pricing with value delivered : Restore profitability to service lines where historical pricing was out of line with the service provided.

• Leverage B2B data : Use customer data to identify growth opportunities and focus sales efforts on high-potential accounts.

• Optimize cross-selling : Structure cross-selling pathways to maximize conversion rates across the entire portfolio of offerings.

• Data Analysis & Audit : Consolidation of sales history, CRM assessment, and identification of underutilized margin drivers.

• Business Workshops & Consulting Vision : Collaborative development of new pricing structures and alignment of the Sales, Pricing, and Operations teams.

• Strategic Roadmap : Definition of an action plan combining quick wins and comprehensive sales transformation.

• Analytical Mapping : A 360° assessment of sales channel effectiveness and actual profitability by customer segment.

• Value-driven recommendations : A catalog of actionable levers (packaging adjustments, sales incentives, pricing structure).

• Operational roadmap : Detailed outline of short-term priority initiatives and the long-term strategic trajectory.