Sales leaders have no shortage of ideas about what they need to do to improve sales. With so many options – people, compensation, process, sales execution, technology, and training – it’s difficult to pinpoint exactly what to do to raise the bar on performance.

Performance Insights uses sophisticated analysis tools and experienced consultants to help our clients determine with confidence which paths will lead to a significant increase in sales performance. You will work with a sales consultant who knows the ins and the outs of financial services, and who will work with you to uncover the changes you need to make to see dramatic sales improvement.

Performance Insights provides its clients with transformational thinking. Our advisory programs focus on sales execution, sales process improvement, sales technology, sales reporting and analytics and sales management. Our advisory services include:

Sales Cycle Assessment | Best Practices | BenchmarkSM

The Performance Insights Sales Cycle Assessment will help you identify the members of your team who can not only sell but also those who exhibit best practices that are repeatable, observable, and connect directly to the best results. Our assessment measures the key performance indicators, sale attributes and skills that really make a difference in sales success. This assessment is used to help the sales coach develop action plans that are based on best practices. This program also benchmarks your organization to hundreds of peers in the industry. The benchmarks include key performance metrics for retail, commercial, credit, insurance, wealth management, small business and business banking.

SWOT Analysis WorkshopsSM

A SWOT analysis is a structured planning method that be used to evaluate Strengths, Weaknesses, Opportunities and Threats in any part of banking.  A SWOT analysis can be done at any level of the organization to develop effective strategies.

Scorecard ToolKit & WorkshopSM

This workshop will help your team learn and understand which metrics they need to measure and how to deploy them in scorecards.  Let’s face it, manual reporting is a drag and spreadsheets create data problems that are barriers to sales execution.  Sales data is a double-edged sword – costly to gather and maintain, but filled with potential insights to improve coaching and sales execution.  This workshop is designed to help sales leaders:

  • Learn how to automate your sales reports and scorecards and eliminate the data problems created by spreadsheets.
  • Learn which sales metrics really matter and how to measure them for effective sales reports and scorecards.
  • Overcome concerns that your organization doesn’t have the internal resources or technology to support accurate and timely reports and scorecards.
  • Learn how to coach with scorecards.

Managing Breakthrough Results WorkshopSM

Our ‘Managing Breakthrough Results’ workshop helps sales teams focus, measure the metrics that matter, display them in engaging scorecards (reports, dashboards and analytics), act on lead measures and create a cadence of expectations, accountability and feedback.  The entire process is coordinated by a sales coach focused on sales execution.