Organizational Transformation

New trends are forcing sales leadership to rethink how they sell, and teams struggle to adopt new behaviors quickly and completely.   The structure of sales, marketing and sales enablement teams needs regular refinement to respond to the constantly changing sales environment.  

Enroot Strategies helps companies with diagnosing, designing and implementing organizational change to create world-class sales, market and sales enablement functions.  We help companies tackle the most difficult issues and questions to increase efficiency, establish structures, revise processes, and capitalize on emerging and best-practice trends through an unbiased viewpoint.

Sales and Marketing Strategy

Rapidly changing technology & media, and fundamental changes in customer purchasing patterns are requiring a change in sales and marketing strategy.  Customers in every industry are rapidly changing how they research & buy products, & companies must transform their strategies in order to stay relevant.

Enroot Strategies helps clients with developing actionable sales and marketing strategies that retain and  increase revenue, penetrate current markets, and acquire prospects.  We use standard, cutting edge methods, tools and fact-based approaches to develop strategies, execute and ensure the right capabilities to help clients gain an advantage as they face today's go-to-market revolution.

Sales Training & Coaching

To engage prospects, advance deals through the pipeline, and generate revenue, sales teams need the skills, resources and content that support their efforts.  Most companies have a commitment to training, but training often is not as successful as it could be because it does not mesh well with the business strategy.

Enroot Strategies provides training covering all stages of the sales process to consultative selling, account development, sales management and technology.  We help companies prioritize training, collaborate with training content providers (i.e. marketing, product management), and develop and deliver sales training that meets short-, medium- and long-term needs of the business.

CRM and Marketing Automation Strategies

Every company believes in the importance of knowing the customer, but often CRM is viewed as a utility rather than a competitive advantage; when used effectively, CRM strategies can drive superior customer experience and differentiate organizations.  As a result, companies are rethinking CRM.  

Enroot Strategies helps clients with developing CRM solution roadmaps, customizing CRM systems, and integrating the systems into the sales process without disrupting existing systems and processes.  We use our deep understanding of sales and marketing organizations and processes to help shape a CRM program, and deploy state-of-the-art capabilities quickly.

In today's rapidly changing, competitive and complex business environment, companies are allocating more resources towards marketing, but increased spend does not guarantee increased customer engagement and loyalty.  Few companies have realized their full potential in marketing.

Enroot Strategies develops personalized marketing capabilities using marketing automation tools that automate campaigns and present actionable insights.  We help organizations develop and implement the tools and strategies that are based on customer analytics, develop compelling offers, and engage & transform prospect and client interactions on physical, digital, direct and indirect channels.

Reporting and Analytics

Companies are placing a large emphasis on data and analytics to drive data-driven decision making.  The volume of data has increased exponentially and more sophisticated algorithms have been developed, along with faster and more complex technology.

Enroot Strategies helps companies develop and execute easy to use reports and dashboards using descriptive, predictive and prescriptive analytics.  We help companies build more intuitive and actionable data for all levels of the sales and marketing organizations, helping to drive predictable results and allow organizations to make better-informed decisions.

Sales Force Design

The sales force is at the heart of any organization, connecting the organization to the customer base.  As a result, sales is the most critical resources for an organization, and a winning sales force is essential for growth.  The structure of a sales team needs regular refinement to respond to internal and external forces.

Enroot Strategies works with clients on sales force design and implementation that builds the roots of how sales serves customers and drives improved financial results.  We analyze job titles, existing roles & responsibilities, territory descriptions & account types, along with account loads, organizational impacts by function, demographic and market factors, all compared to goals.

Process Optimization

Companies invest heavily in sales and marketing.  A key enabler to deliver the highest level sales and marketing is the ability to deliver in the most productive way, at the most cost effective and time efficient manner.  Historically companies have struggled to identify operational roadblocks and inefficiencies.

Enroot Strategies guides, leads, supports and augments the sales and marketing processes to drive change, reduce costs and succeed.  We develop a current view of the processes utilizing detailed process maps & analysis to identify major gaps and root causes, partner closely with a cross-functional client team, & create a vision of the future state of each process, along with a roadmap.

Start-up Advising

After being asked repeatedly for assistance in launching new businesses, our founder and CEO, Janet Bumstead, is bringing what she teaches at NYU to clients – how to develop, launch and lead high-growth companies!  No matter where you are in your start-up journey, you can have access to one-on-one coaching to support taking your venture to the next level. Present and receive feedback on your venture idea.  Learn how to build a business plan and pitch. Meet with coaches and advisors to get the guidance you need - we Engage, Empower and Execute!