Services for Organizations

Using our research, best practices and expertise, we help you understand how to optimize your business processes using applications, information and technology. We provide advisory, education, and assessment services to rapidly identify and prioritize areas for improvement and perform vendor selection

Consulting & Strategy Sessions

Ventana On Demand

    Services for Investment Firms

    We provide guidance using our market research and expertise to significantly improve your marketing, sales and product efforts. We offer a portfolio of advisory, research, thought leadership and digital education services to help optimize market strategy, planning and execution.

    Consulting & Strategy Sessions

    Ventana On Demand

      Services for Technology Vendors

      We provide guidance using our market research and expertise to significantly improve your marketing, sales and product efforts. We offer a portfolio of advisory, research, thought leadership and digital education services to help optimize market strategy, planning and execution.

      Analyst Relations

      Demand Generation

      Product Marketing

      Market Coverage

      Request a Briefing


        Sales Engagement

        Quote.svg

        By 2025, organizations will recognize that modernizing processes and SFA systems will be needed to support new data-driven features that aid in maximizing sales effectiveness to achieve revenue targets.
        Stephen Hurrell

        Stephen Hurrell

        Director of Research, Office of Revenue

        Sales Engagement tools are aimed at helping people sell!

        Our focus on understanding the interaction of sales and technology, and our experience in researching the effectiveness of different approaches means we focus on the business benefits that technology can bring. We highlight those technologies that help you sell to manage for better revenue outcomes.

        Definition

        Traditionally CRM sales technology has been primarily used as a system of record and as a sales management tool. With declining quota attainment across the board, new technologies are emerging to focus efforts on improving the effectiveness of salespersons to close more business.

        Research Fact

        Over 75% of organizations have not established a sales engagement discipline to ensure the selling experience is supported with the technology to empower effective achievement.

        Best Practice

        Much focus is made on tracking the “deal” however deals are closed by people. More focus should be used on analyzing what a good salesperson looks like and provide tools to assist in the sales process, not just planning and management.

        How we can help

         

        Consulting

        Consulting where we deliver expert guidance with our experience, expertise and market research through workshops and assessments for better business outcomes.

        Advisory

        Advisory through our proactive and informed expert advice and insights for optimization of decisions through our Ventana On-Demand service designed for value every month of the year.

        Research

        Research enables insights from our industry analyst team and market research with our Benchmark Research, Dynamic Insights and Value Index research products that provide facts for decisions.

        Education

        Education in a range of business, technology and vertical industry topics through our publishing of digital content in mediums and styles for impactful insights across an entire organization.

        Ready to engage?

        We provide insights and guidance across business and technology. We can help your organization; the first step is to reach out to a member of our team and see how we can help.