How We Work With AEs Partnering for Proactive Pipeline Development As Account Executives, closing deals is crucial. We want to help you close these deals by being your trusted partner from start to finish, offering support to you every step of the way. PRELIMINARY RESEARCH: We dive deep into the client’s needs and challenges, uncovering insights that open doors and create new opportunities. SALES STRATEGY DEVELOPMENT: Working together, we create a tailored sales approach that speaks directly to your target audience and aligns with their business goals. OUTREACH SUPPORT: From initiating contact to nurturing relationships, we’re here to help build momentum and ensure the conversation stays on track. SALESFORCE TEAM EDUCATION: We empower your team with the tools and knowledge they need at every stage, so they’re equipped to succeed. SALESFORCE TEAM EDUCATION: We join key discussions to ensure your solutions are well-aligned with client needs and expectations. CREATION OF INTELLECTUAL CAPITAL: We develop valuable sales materials, case studies, and other resources to support your sales cycles and strengthen your positioning. BENEFIT ANALYSIS: We collaborate to clearly communicate the specific benefits of your solution in a way that resonates with decision-makers. DEMO DEVELOPMENT SUPPORT: We help craft and tailor impactful product demos that showcase the full potential of your solution. We believe in investing time and energy up front to create meaningful opportunities. Our objective is to help shape deals before they’re even on the table. Here’s how we do it: Your Trusted Salesforce Consulting Partner in Insurance