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