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Dealmaker TAS Opportunity and Account
Management – Customer Success
Customer Success Stories
    Fortune 15 company – The TAS Group standardizes Account Planning &
    Opportunity Management processes
       • Goal : increase global sales effectiveness
          • Incorporated TTG’s Implementation Architecture, based on best practices
            of change management
          • Delivered ‘Management Alignment’ workshops to 600 sales managers at 3
            levels
          • Rolled out TTG’s sales methodologies to nearly 15,000 sales reps

          • Implementation of initiative continuous throughout 3 consecutive years of
            project lifespan

       • Results:
          • Use of the TTG’s process helped identify $1.8B in pipeline Yr 1; $4.2B in
            Yr 2; $2.5B in Yr 3
          • $14M in revenue attributed to TTG’s process in Yr 1 $69M in Yr 2; $21M
            in Yr 3
          • Over 90% of sales managers polled regularly reinforce the process and
            have seen changes in sales reps behaviors due to the training

2                                       © The TAS Group 2009
Customer Success Stories
      NASDAQ 10 company - The TAS Group Designs and Implements
      customer’s Solution Sales Process

            • Goal: global sales effectiveness initiative
                • Transformation from transactional to solution selling model

                • Incorporated TTG’s Implementation Architecture, based on best
                  practices of change management
                • Rolled out TTG’s sales methodologies to 5,000 sales reps

                • Implementation of initiative continuous throughout year

            • Results:
                • Use of the TTG’s process helped identify 2,916 new opportunities
                  and $2.7B pipeline in Yr 1 of project
                • $180M closed attributed to TTG’s process for $6M investment over
                  FY02: $30 for each $1 invested
                • Over 90% of users report moderate to high satisfaction


3                                    © The TAS Group 2009
Customer success stories
     EMEA Region of Fortune 100 company - The TAS Group
     Implements a Sales Effectiveness Program that included People,
     Process and Technology
          • Goal: Improve effectiveness of the Direct Sales Force
          • Results:
              • Increased Win Rate - 3.5% increase within 3 quarters
              • Increased visibility into a more accurate pipeline
              • Earlier exit of low quality opportunities
              • Increased Average Deal Size - 26% increase within 3 quarters
              • Improved access to opportunity data across lines of business
              • Improved prioritization and resource allocation
              • Improved ability to sell higher in the customer value chain




4                                     © The TAS Group 2009
Customer Success Stories
    US division of Fortune 100 company - The TAS Group Delivers Account
    Planning & Opportunity Management Processes for US division
       • Goal: regional sales effectiveness improvement
           • Dedicated US sales initiative began in Summer 2005

           • Incorporated TTG’s ESP and TAS methodologies in a concentrated format

           • Rolled out TTG’s sales methodologies to nearly 400 US sales reps and mgrs

           • Implementation of initiative set the stage for successful account planning initiative
             in FY07

       • Results:
           • Use of the TTG’s process helped identify $700M in new pipeline opportunities for
             Elite Accounts
           • While actual revenue attributed to the initiative was not calculated it was over
             $10M in FY06
           • Feedback was positive from both sales executives and sales managers regarding
             value of the tools, team collaboration, and potential future revenue increases due
             to the training


5                                           © The TAS Group 2009
Customer success stories
    Scandinavian country result for Fortune 100 company - The TAS Group
    Deploys Sales Methodologies to Support CRM Initiative
        • Goals:
            • Ensure pipeline visibility and enable managers to assist in closing more deals

            • Smarter investment of time and dollars

            • Improve forecast accuracy

            • Grow the revenue

        • Results:
            • ESP maps used to identify 250 new initiatives representing $200M in potential
              business
            • Use of the ESP process contributed to 25% increase in account revenue

            • Average deal size for won deals increased over 60%

            • Value of abandoned deals late in the sales cycle decreased significantly




6                                       © The TAS Group 2009
Customer Success Snapshots
     • Global IT security company:
         • Enterprise Selling Program, workshop activity

         • Marketplace size increased 96% from $17.6m to $34.5m

     • Global telco:
         • Target Account Selling Program

         • Order size averaged 37% higher for high TAS users over low TAS users

         • 45% increase in 6 sales employee attributes

     • Global IT company:
         • Create & Win Program, workshop activity

         • 68% of opportunities brought to workshop were won

         • 76% of additional opportunities were won

         • 12.5% of opportunities were withdrawn

         • 235 opportunities created, worth $195m. 26% of respondents said Create & Win
           significantly contributed to these wins

7                                         © The TAS Group 2009
Customer Success Snapshots
    • Global IT company:
       • Target Account Selling Program

       • Moved from 3-5% of customer spend to 7-9% of customer spend

    • Global IT company:
       • Enterprise Selling Program, workshop activity

       • 3 key account planning sessions, opportunities increased from 137 to 700

    • Global IT company:
       • Enterprise Selling Program

       • Pre-ESP, opportunities stood at less than $100m

       • Post-ESP and 9 months on, opportunities stood at over $400m




8                                         © The TAS Group 2009

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Dealmaker TAS Opportunity and Account Management Customer Success

  • 1. Dealmaker TAS Opportunity and Account Management – Customer Success
  • 2. Customer Success Stories Fortune 15 company – The TAS Group standardizes Account Planning & Opportunity Management processes • Goal : increase global sales effectiveness • Incorporated TTG’s Implementation Architecture, based on best practices of change management • Delivered ‘Management Alignment’ workshops to 600 sales managers at 3 levels • Rolled out TTG’s sales methodologies to nearly 15,000 sales reps • Implementation of initiative continuous throughout 3 consecutive years of project lifespan • Results: • Use of the TTG’s process helped identify $1.8B in pipeline Yr 1; $4.2B in Yr 2; $2.5B in Yr 3 • $14M in revenue attributed to TTG’s process in Yr 1 $69M in Yr 2; $21M in Yr 3 • Over 90% of sales managers polled regularly reinforce the process and have seen changes in sales reps behaviors due to the training 2 © The TAS Group 2009
  • 3. Customer Success Stories NASDAQ 10 company - The TAS Group Designs and Implements customer’s Solution Sales Process • Goal: global sales effectiveness initiative • Transformation from transactional to solution selling model • Incorporated TTG’s Implementation Architecture, based on best practices of change management • Rolled out TTG’s sales methodologies to 5,000 sales reps • Implementation of initiative continuous throughout year • Results: • Use of the TTG’s process helped identify 2,916 new opportunities and $2.7B pipeline in Yr 1 of project • $180M closed attributed to TTG’s process for $6M investment over FY02: $30 for each $1 invested • Over 90% of users report moderate to high satisfaction 3 © The TAS Group 2009
  • 4. Customer success stories EMEA Region of Fortune 100 company - The TAS Group Implements a Sales Effectiveness Program that included People, Process and Technology • Goal: Improve effectiveness of the Direct Sales Force • Results: • Increased Win Rate - 3.5% increase within 3 quarters • Increased visibility into a more accurate pipeline • Earlier exit of low quality opportunities • Increased Average Deal Size - 26% increase within 3 quarters • Improved access to opportunity data across lines of business • Improved prioritization and resource allocation • Improved ability to sell higher in the customer value chain 4 © The TAS Group 2009
  • 5. Customer Success Stories US division of Fortune 100 company - The TAS Group Delivers Account Planning & Opportunity Management Processes for US division • Goal: regional sales effectiveness improvement • Dedicated US sales initiative began in Summer 2005 • Incorporated TTG’s ESP and TAS methodologies in a concentrated format • Rolled out TTG’s sales methodologies to nearly 400 US sales reps and mgrs • Implementation of initiative set the stage for successful account planning initiative in FY07 • Results: • Use of the TTG’s process helped identify $700M in new pipeline opportunities for Elite Accounts • While actual revenue attributed to the initiative was not calculated it was over $10M in FY06 • Feedback was positive from both sales executives and sales managers regarding value of the tools, team collaboration, and potential future revenue increases due to the training 5 © The TAS Group 2009
  • 6. Customer success stories Scandinavian country result for Fortune 100 company - The TAS Group Deploys Sales Methodologies to Support CRM Initiative • Goals: • Ensure pipeline visibility and enable managers to assist in closing more deals • Smarter investment of time and dollars • Improve forecast accuracy • Grow the revenue • Results: • ESP maps used to identify 250 new initiatives representing $200M in potential business • Use of the ESP process contributed to 25% increase in account revenue • Average deal size for won deals increased over 60% • Value of abandoned deals late in the sales cycle decreased significantly 6 © The TAS Group 2009
  • 7. Customer Success Snapshots • Global IT security company: • Enterprise Selling Program, workshop activity • Marketplace size increased 96% from $17.6m to $34.5m • Global telco: • Target Account Selling Program • Order size averaged 37% higher for high TAS users over low TAS users • 45% increase in 6 sales employee attributes • Global IT company: • Create & Win Program, workshop activity • 68% of opportunities brought to workshop were won • 76% of additional opportunities were won • 12.5% of opportunities were withdrawn • 235 opportunities created, worth $195m. 26% of respondents said Create & Win significantly contributed to these wins 7 © The TAS Group 2009
  • 8. Customer Success Snapshots • Global IT company: • Target Account Selling Program • Moved from 3-5% of customer spend to 7-9% of customer spend • Global IT company: • Enterprise Selling Program, workshop activity • 3 key account planning sessions, opportunities increased from 137 to 700 • Global IT company: • Enterprise Selling Program • Pre-ESP, opportunities stood at less than $100m • Post-ESP and 9 months on, opportunities stood at over $400m 8 © The TAS Group 2009