Our flagship solution
ProSell™
A structured transformation program that helps your organization get the business value you expected from Salesforce.
Every engagement is tailored to your organization's needs, combining executive discovery, process design, platform optimization, manager coaching, and change management into a practical roadmap for lasting Salesforce adoption. The objective is always the same: align Process, Platform, and People so Salesforce becomes a tool your sales team actually wants to use.
01 — Who benefits from ProSell
Built for leaders who've already invested — and expected more.
ProSell™ is for B2B sales organizations with a professional, consultative sales team. Most of our clients don't need another implementation. They need Salesforce to finally become a competitive advantage.
Frontline Sales Managers & Directors
You want to spend more time coaching and less time chasing updates. We help you establish consistent sales management practices, improve pipeline visibility, and give you the information you need to coach with confidence.
Vice Presidents of Sales, CROs & CSOs
You're accountable for revenue, forecasting accuracy, and sales performance. We help you align Process, Platform, and People so you gain greater visibility, more consistent execution, and a CRM you can actually rely on.
RevOps & Sales Ops Leaders
You've invested significant time building Salesforce, yet adoption remains inconsistent and the data isn't as reliable as it should be. We simplify the platform, improve usability, and align it with the way your sales organization actually works.
Business Owners
You've made a significant investment in Salesforce and expected it to transform your sales organization. We help you maximize that investment by improving adoption, strengthening sales processes, and giving your leadership team the visibility they need to grow the business.
02 — Our engagement model
A structured approach to lasting Salesforce adoption.
Every ProSell™ engagement follows a structured methodology that works alongside your leadership team to align Process, Platform, and People. Each phase builds on the last, creating momentum as adoption increases, visibility improves, and your sales organization becomes more consistent and effective.
Here's what happens at each stage of the engagement.
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Every engagement begins with a comprehensive assessment of your current sales organization.
We meet with three key stakeholder groups—sales leaders, sales representatives, and your Salesforce/RevOps team—to understand how your sales organization really operates. We're looking for inconsistencies in sales management, sales execution, Salesforce usage, and reporting.
The outcome is an executive presentation that summarizes our findings, identifies opportunities for improvement, and provides practical recommendations before any engagement begins.
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Lasting Salesforce adoption starts with better sales leadership.
Our Sales Management Excellence program develops frontline sales managers over twelve weeks, helping them build the skills and disciplines required to lead high-performing sales teams.
Topics include:
- Sales leadership
- Leading indicators
- Opportunity coaching
- Pipeline management
- Forecasting
- Accountability
- Sales meetings
- Performance coaching
While this training is underway, we begin developing your Sales Management Playbook.
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Technology should reinforce the way your organization sells—not define it.
Working alongside your leadership team, we design the playbook that establishes how sales opportunities will be managed, reviewed, forecasted, coached, and measured. Once complete, the playbook is presented to your executive team for alignment and approval before implementation begins.
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Once the playbook is approved, we begin implementation across your organization.
Depending on your requirements, this may include Salesforce optimization, workflow improvements, manager enablement, sales team training, and updates to reporting and dashboards.
At the same time, our Prosci® ADKAR change management program prepares your organization for change, creating awareness, building desire, and equipping managers to become change champions throughout the implementation.
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Implementation is only the beginning.
We continue coaching sales managers, reinforcing new behaviors, measuring adoption, and supporting your leadership team as the new sales management system becomes part of everyday operations.
By this stage, organizations are typically seeing stronger Salesforce adoption, improved pipeline visibility, more consistent forecasting, and better sales management practices that continue long after the engagement ends.
03 — Your complete sales operating system
Every engagement combines the capabilities needed to build a high-performing sales organization.
The emphasis varies based on your current state and business priorities, but every component works together to improve sales execution, Salesforce adoption, coaching effectiveness, and pipeline visibility.
- 01 Sales Team Discovery Interviews with sales leaders, managers, and salespeople to understand how your organization sells today.
- 02 Sales Management Assessment Evaluate management routines, coaching, pipeline reviews, forecasting, and performance management.
- 03 Sales Process Design Define the sales methodology, stages, exit criteria, and opportunity management framework.
- 04 Sales Management Playbook Document the management cadence, coaching model, meetings, scorecards, and leadership expectations.
- 05 Salesforce Platform Optimization Configure Salesforce to reinforce your sales process and management framework.
- 06 Salesforce Training Role-based training that focuses on how your teams actually sell and manage opportunities.
- 07 Sales Manager Coaching Develop managers' coaching, accountability, and leadership skills to reinforce new behaviors.
- 08 User Adoption Strategy Create a structured adoption plan with communications, reinforcement, and success measures.
- 09 Change Management Guide leaders and employees through change using the Prosci® ADKAR methodology.
- 10 Performance Measurement Measure adoption, activity quality, pipeline health, forecasting accuracy, and business outcomes.
04 — Outcomes
The results you'll see.
By the end of ProSell™, you'll have a sales organization that's aligned around a common process, supported by Salesforce, and equipped to execute consistently.
A sales management system your leaders can run
A defined sales process, coaching cadence, pipeline reviews, forecasting rhythm, and performance expectations that every manager follows consistently.
Salesforce that supports the way you sell
A streamlined platform that reinforces your sales process, improves data quality, and becomes part of your team's daily workflow.
Forecasts executives can trust
Consistent opportunity management and cleaner data produce forecasts that are more accurate, more predictable, and easier to defend.
A more accountable sales culture
Managers coach more effectively, salespeople follow a consistent process, and leadership gains the visibility needed to improve execution across the business.
05 — Why it works
Most organizations start with Salesforce. We do the opposite.
ProSell™ isn't a checklist—it's the delivery model for the P3 Framework. Most organizations start with Salesforce and hope people adapt. We do the opposite. We first define how your sales organization should sell, coach, and forecast, then align Salesforce to reinforce those behaviors. That's how lasting adoption and measurable business results are achieved.
Explore the P3 FrameworkClient results
Across more than 1,500 post-training survey responses
0.0 %
rated the training as engaging
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said the training was relevant to their role
0.0 %
said the training helped them perform their job better
0.0 %
left feeling more confident using Salesforce
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of sales leaders said they were more comfortable using reports and dashboards
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of sales leaders felt better prepared to coach their teams
Mark's clear and engaging presentation helped me better understand the platform's features, particularly how to effectively manage sales opportunities and track progress… I feel more confident using Salesforce to drive our team's success.
Mark's the man! He's the guy you want to bring in to train your Salesforce technical and business users. Very engaging, and presents lots of analogies that help learn abstract concepts.
Bill was extremely knowledgeable not only on the Salesforce side but also on Canon Medical's customized version of Salesforce modules. He did his homework very well. He kept the audience engaged throughout the session. Good work Bill!
Trusted by sales teams at
Free executive guide
The Three P's — why Salesforce investments underdeliver.
The thinking behind ProSell™ in one practical read: the warning signs of misalignment across Process, Platform and People, and the questions to ask before your next Salesforce investment.
06 — Questions we get asked
ProSell™ FAQs.
What is ProSell™?
ProSell™ is our flagship sales transformation program. Over approximately three to four months we work alongside your leadership team to improve every aspect of sales execution — combining executive discovery, sales process design, Salesforce platform optimization, training, manager coaching and change management. Every engagement is customized, but the objective is always the same: increase revenue by improving the alignment between Process, Platform, and People.
How long does a ProSell™ engagement take?
Approximately three to four months. The exact shape depends on what the discovery assessment finds — the size of your team, the state of your Salesforce environment, and how much process definition already exists. We scope it honestly after discovery rather than selling a fixed package up front.
How is ProSell™ different from a Salesforce implementation?
An implementation configures software. ProSell™ transforms how your sales organization works, then makes Salesforce support that. Most Salesforce partners begin with the technology; we begin with sales leadership. Most trainers teach users which buttons to click; we teach organizations how successful sales teams run — and then shape the platform around that vision.
Do we need to pause selling while this happens?
No. ProSell™ is designed to run alongside a live sales organization, not to interrupt it. Work happens in structured phases with your leadership team, and training and coaching are built around the reality of a working sales calendar.
What does ProSell™ actually deliver?
A defined sales process and playbook, a simplified Salesforce platform configured to support it, trained salespeople, coached managers, a structured adoption strategy, and performance measurement that shows what changed. In short: the three pillars of the P3 Framework, aligned and working together.
How does ProSell™ relate to the P3 Framework?
The P3 Framework is the thinking; ProSell™ is how we deliver it. The framework explains why Salesforce underdelivers when Process, Platform and People are misaligned. ProSell™ is the structured, phased program that aligns all three inside your organization.
How do we get started?
Every engagement begins with a discovery conversation — no pitch, just an honest look at your process, platform and people. If it makes sense to go further, a comprehensive discovery assessment evaluates your current state across all three pillars and delivers executive recommendations, which become the foundation for the program.
Ready to make Salesforce pay off?
Every engagement begins with a discovery conversation. No pitch — just an honest look at your process, platform, and people.
Book a Discovery Call