360°
SALES
STRATEGY
AUDIT

Our expertise: 360° business strategy review for a financial services company.

360°
SALES
STRATEGY
AUDIT

Our expertise: 360° business strategy review for a financial services company.

The
challenges

• Align customer billing with the value actually produced, to restore profitability in certain activities that are currently out of sync with each other

• Capitalizing on data to target sales efforts more effectively, and exploiting sources of value to identify high-potential customers

• Improve the conversion rate of cross-sell customers

Our
approach

• Challenge the development paths identified by providing an advisory vision

• Define a business action plan and a strategic roadmap

The functional
scope

• An overview of existing operations

• A diagnosis proposing value-oriented action levers
business

• A roadmap formalizing both short and long-term recommendations

0
months of project
0
workshops held
0
levers identified
0
short-term projects identified

BE
CLUTCH.
BE
ACCURATE.