Since 1995, The Collaborative has helped many financial services and software companies achieve higher levels of revenue, increased operational efficiencies and the more effective deployment of existing staff and new hires. Our process is simple—identify the “real” issues preventing a firm and its people from being successful and then develop and implement a plan to resolve those issues. We do this by translating our client’s unique needs; culture and marketplace into a strategy and implementation plan that:

• Increases the sales effectiveness of the whole firm
• Achieves higher levels of operational efficiency
• Creates an organizational environment for success

Sales Effectiveness
Our proprietary approach, The Sales Effectiveness Model© helps clients solve the real problems hindering sales. When obstacles to sales success are encountered, the usual response is to blame the sales team—but what’s often missing are the basic building blocks needed to be successful: a well-thought out business plan together with a sales and marketing approach that mirrors the plan. The price to pay is lost opportunity, frustrated (or exiting) sales execs, and in some cases—business failure.

Operating at Peak Efficiency
Sales effectiveness may be blocked by an organization—roles, processes, or communication that just aren't working. The symptoms may be unhappy clients, internal wars between groups or individuals, high turnover or sales that were “supposed to close” but did not. You may know change is needed, but there just aren’t enough hours in the day to do both your job and the heavy lifting of organizational change. Our methods and experience move firms through this with minimal disruption, and your employees see changes that eliminate barriers to timeworn problems.

Creating and Maintaining an Environment for Success
Your firm may be working well and “hitting the numbers”, but you may still see issues that must be addressed. It may be that one or more employees needs individual coaching, or a group needs targeted training. Maybe you or others have made the expensive mistake of hiring the wrong person, and you have a sense that the whole hiring process needs revamping. Or maybe you haven’t found the right person for a role after a long search, and you’ve considered hiring an interim manager. The Collaborative has vast experience in serving these needs as well. Our diagnostic approach helps you solve the right problem, in a focused and cost-effective way.

Please click on the tabs to the left to learn how we help clients reach new levels of organizational and sales effectiveness—and what our clients say.