FinListics Solutions - Powerful Knowledge - Powering FinListics Solutions - Powerful Knowledge - Powering Sales
 
Related Offerings/ Studies

Client Opportunity Assessment

FinListics Coaching Services

FinListics Engagement Participation

FinListics Case Studies:

Account Cluster Planning

Prospecting Webinars

 

FinListics Sales Bizdoms
Companies are zeroing in on their Cash Operating Cycle in response to tighter credit markets, higher borrowing and operating expenses and greater uncertainty. How do your solutions help clients better cash operating cycle...
Prospecting for Better Leads:Imagine you're a sales person spending most of the year pursuing two companies with limited success, only to find out another one has the highest propensity to invest in your solutions....
Why do you need to know LTM?       If you have data that compiles the last 12 months of the company’s performance you gain a better understanding of how the company’s financial ratios have been affected by these challenging economics scenarios.

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Account Planning

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What FinListics account planning can do for you?

Executive-focused account research and planning are vital components for successfully applying value-based selling. This research requires investigation into a client’s:

    • Drivers of financial performance and goals
    • Business goals and strategies
    • Strengths, weaknesses, opportunities and threats

You can use this research in the account planning process to garner powerful insights into:

    • How your solutions map to a client’s goals and strategies
    • Where your solutions add the greatest value
    • Which executives to target to obtain executive sponsorship

The challenge: many sellers either initially lack the skills or a framework to conduct this type of research, or simply lack the time. FinListics Account Research and Planning services can help. Our financial experts can conduct the research highlighted above using resources like a client’s Annual and Quarterly Reports, Investor Presentations and Earnings Calls. This research and the results from the FinListics Company Summary Report, along with a mapping to your solutions, are summarized using our Client Opportunity Assessment (COA) template.

We also offer account planning Coaching Services with our financial experts to review the COA. Available one-on-one, these sessions may include role-playing, utilizing the information in the COA with client executives. And you can even have a FinListics Expert Participation in a client call.  Our team can be with you throughout the entire sales process.