Music Makers
Business development support for
professional and financial services firms

Pipeline Management & Cross-selling

We help our clients to win work and we encourage them to grow their client base.

We understand that short-term opportunities do occur in the course of those first meetings. However, longer term opportunity will only present itself if the sales process is properly managed.

The first meeting alone may not result in an instruction. First and foremost it is a relationship building exercise. It is vital to nurture and maintain that relationship to ensure the ability to capitalise on an opportunity. By effectively managing the pipeline of opportunities that we create, we put our clients in a strong position to win work 6, 12 or even 18 months after that first meeting.

We also encourage our clients to increase revenues from their existing client base.

We understand the dynamics of the professional services firm and the inherent difficulties of developing business in a partnership environment.

One could argue that the internal sales process is the greatest challenge when it comes to cross-selling. Of equal importance to properly managing the sales process, is the ability to win internal support and buy-in to the  sales process. Whilst in some cases, making no reference to the word sales!

We work with partners in professional services firms to help them grow revenues from their existing clients. This can be done through an account development program, a product or service specific campaign or simply an added value offering, all of which  will help with the objective of strengthening a client relationship.

 

Rather than just “make the meetings”, they also help us to manage the pipeline of longer-term opportunities. A part of that process was their implementation of Salesforce, our CRM system; this in turn has helped us to support our internal sales process and pull together our various marketing initiatives.
Managing Partner; Haines Watts