Imperative Salesforce Effectiveness and GTM Strategy Needed


Challenge

A middle-market PE firm Partner came to us with a prompt need to assess the existing salesforce team and go-to-market strategy at one of their portfolio companies that provides medical equipment and asset management services to the healthcare industry. The founder-owned portco was struggling with a high turnover rate and urgently needed to examine how to get the right salesforce team members in place. They were also in need of a new GTM strategy that they could execute on once they had the right team in place. Having previously completed Voice of Customer (VoC) work, portco leadership was ready to take the next step.

Solution

Leveraging our founder’s 20 years in private equity, we have extensive frameworks for assessing PE-grade sales effectiveness and GTM strategy needs. BluWave utilizes technology, data, and human ingenuity to pre-map, assess, monitor, and maintain deep pools of sales and GTM strategists that uniquely meet the private equity standard. We interviewed the PE firm to understand their specific key criteria, and then connected the client with the select pre-vetted consulting firms from our invitation-only Intelligent Marketplace that fit their exacting needs.

Result

Within the same day of reaching out, the PE firm was introduced to a specialized salesforce effectiveness & training firm with additional experience developing GTM strategies for PE-backed companies. The client immediately engaged with this group and was able to start the project within 24 hours. The service provider we connected them with began by assessing the current sales processes and team members within the portco’s two verticals and then worked with them on developing an improved strategy.

“The client reached out on a Monday in need of an assessment of their salesforce team and go-to-market strategy. We were able to connect them within hours with a consulting firm that had relevant experience with PE-backed healthcare companies. They were able to kick off the project the next day.”

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