clients + industries
The Expertise You Require.
The Partnership You Deserve.
Business Efficacy specializes in sales management consulting, coaching, and customized training for mid- and large-sized financial services, technology, and B2B companies. We’ve spent more than two decades working side-by-side with clients in these industries, giving us a valuable understanding of industry-specific pain points and pitfalls, and helping us guide sales managers and sales leaders with knowledge and empathy.
Financial Services
We specialize in transforming banking sales strategies by tackling issues and barriers that hinder sales execution and sustainable change within all financial services business lines. We focus our efforts on areas that drive the fastest, most complete sales transformation for your company, including strengthening your sales leadership practices and sales processes, building playbooks, and developing hands-on training experiences.
we help financial services sales leaders...
- Build an effective sales performance culture
- Embrace and adopt technology tools
- Retain top talent
- Deliver a consistent, quality client experience
- Engage internal partners to deepen relationships
- Grow new-to-bank clients
- Integrate acquired or merged banking organizations
- Deepen existing client relationships delivering the full bank value
select Financial Services clients
Technology
Business Efficacy produces the right behavior change in the right people to quickly generate progress by designing your sales process, customizing sales skills learning experiences, enabling your sales managers to lead, manage and coach breakthrough execution, and engaging everyone in the transformation journey.
we help technology sales leaders...
- Execute the mission-critical sales behaviors
- Get sales performance from all sellers
- Define, attract, develop and retain critical talent
- Deliver a differentiated customer experience
- Engage resources and ecosystem partners to win new logos and grow existing relationships
- Integrate and enable sales, marketing, solution development, customer success and delivery organizations for optimal performance
select technology industry clients
Business-to-Business
Sales managers have the most impact on a salesperson’s or sales team’s performance, but they are often unaware of what they can or need to do differently to make an impact. They do know they want to quickly execute sales strategies, change sales behaviors, and get others to support their team’s effort. We make sales managers aware of what they can do differently, and we strengthen their practices and skills to make a meaningful impact on execution and results.
we help B2B sales leaders...
- Focus, motivate and hold salespeople accountable to prioritized expectations
- Develop salesperson performance
- Drive consistent execution of a process, tool or program
- Level up your middle performers
- Jump-start execution of strategies, processes or programs
- Hire the right sales talent
- Engage internal and external partners’ support
select business-to-business clients
testimonials
Kind Words From Our Clients
Linda Maxwell’s always a super valuable strategic partner. I engage her and her team when facing business challenges that require thought leadership in terms of change management, pragmatic solutions that drive real change, and needed experienced capacity.
Kyle BarnettHead of Sales Effectiveness
Business Efficacy really helped us take our sales strategy and get it put into execution. They equipped leaders, at all levels, to get colleagues focused, motivated and accountable to executing very specific behaviors, skills, and tools required for breakthrough results.
Gina BeebeDirector of Optimal Customer Relationships
Business Efficacy totally customizes their services based on what’s needed and has the field coaching follow-up required to drive progress. They also understand change is in senior leaders’ hands and provide a very unique way of getting them involved.
Andrew Hovet SVP/Director of Delivery Channels
The Business Efficacy team understood our objectives and felt ownership for their accomplishment. They helped us change the coaching culture and drive meaningful improvement in the customer experience in a very short period of time. I’m thrilled with the outcomes.
Peg MartyEVOP/Call Center Director