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Streamlining Sales to Boost Predictable Aftersales Income
The client, a global industrial equipment provider, aimed to grow recurring revenue but faced inefficiencies in its sales process, including unclear roles, fragmented handovers, and limited visibility into customer needs and inspection follow-ups.
The problem
Manual coordination with engineers, slow quotation response, and inconsistent inspection reporting resulted in delayed conversions, underused Account Manager time, and missed service opportunities.
Without targeted improvements, the client risked losing share to more agile competitors, underutilizing high-margin service offerings, and failing to convert inspections into repeat business.
What the sprint set out to do
Map internal sales and service processes to uncover friction points and lost opportunities
Identify and prioritize levers to improve Account Manager's productivity and quoting efficiency
Deliver actionable recommendations to increase conversion, streamline coordination, and unlock recurring revenue
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