custom_board-002Over 10,000 companies have used the DEI Board™ system as their common language tool for managing the sales pipeline and to engage the sales team to drive business development.

The visual-based Board system shows each salesperson how much progress they have made to date, what’s on the horizon, and what they need to do to make their number and move each individual prospect forward.

The Board also gives the Manager a laser-accurate 30-60-90 day outlook that can be confidently presented to senior management.

DEI provides the training, the toolkit, tactics and the know-how to implement the visual-based Board System.

1 Manager Workshop & Toolkit

We provide a Manager Toolkit that guides you on how to use the Board Syste to engage, support and work collaboratively with the sales team.

2 Train the Sales Team

We will train your sales team to use a visual-based sales pipeline approach, using our Prospect Management™ programme. This is either a half or a full-day workshop. The programme has been implemented by over 10,000 sales teams.

3 CRM Set-up (Reporting)

We’ll help you to set up a sales reporting architecture that uses a common language across the sales organisation. We work with most CRM tools, but in particular, our Board™ system, works best in Salesforce.com and Pipedrive CRM. Our recommended reporting suite for sales includes Activity, Leads, Pipeline and Forecast reporting.

4 Follow-through

Our service includes providing you with follow-through support to help the manager make the common language and the Board part of the normal running of the sales organisation.

For Salesforce.com Users: Take a huge leap in your ability to identify the best prospects & opportunities in Salesforce.

Transform your One-on-One Meetings with each Salesperson Using Pipeline Board Patterns