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Results

Real, Recognized Sales Metrics

Over the past 12 years, our pre-call planning process has achieved remarkable results:

Software & Publishing Company

  • Annual sales: $540 million
  • Gross Margin ROI of 450%
  • Increased close ratios by 50% over prior periods

National Distributor of Landscape Supplies and Equipment

  • Annual sales: $615 million
  • Reps employed pre-call planning process for targeting accounts for up-sell opportunities
  • Results: reached 6-month up-sell goal after 4 months
  • Gross Margin ROI: 1,056%

Biotechnology Laboratory Equipment and Chemical Supplier 

  • Annual sales: $2.2 billion
  • Field sales personnel utilized pre-call planning to increase penetration of research, pharmaceutical, and biotech organizations
  • Observed significant increase in appointment, account penetration, and discovery activity
  • Management reported 30% reduction in "ramp-up" time of new sales hires
  • Gross Margin ROI: 308% after 90 days

Industrial Tool & Equipment Distributor

  • Annual sales:  $550 million
  • Calling on 'C' level prospects, client was seeking to improve the quality of its reps interactions with those prospects
  • Removed one month from sales process (10%+ reduction in time to close)
  • Tripled success rate in advancing from 1st to 2nd stage in company's sales cycle
  • Dramatic increase in quality of these interactions, as reported by both reps and managers

Survey Results Confirm Pre-call Planning As Key to Sales Success

Surveys of senior-level global sales executives conducted in 2008 and of "top performing" sales professionals in 2009 confirmed key conclusions.

  • Pre‐call planning is critical to achieving sales success.
  • Key benefits of pre‐call planning are greater control of the sales process, more effective use of time, and more effective customer needs discovery.
  • If sales executives could improve the effectiveness of their preparation, they could sell even more.
  • Current sales call preparation is inconsistent at best among the rank-and-file.
  • Sales professionals would prepare more pre-call sales plans if it took less time.

Links to the complete survey results are provided in the left-hand navigation bar and are available at no charge. Executives who participated in the survey represent firms in a wide variety of industries (biotechnology, health care, financial services, industrial distribution, manufacturing, publishing, software, sporting goods, and others) and represented small, mid, and large-sized corporations. Most of the sales organizations who participated have annual revenue of between $100 million and $3 billion (USD). All companies surveyed have a sales process that can be described as "consultative."

Download the complete survey results.