Customer value and potential analysis.

Use this Excel file to review your customer value segmenation by tier. Calculate potential value, market share and retention. This is an important perspective that will facilitate the planning of relationship activity to increase sales productivity and outcomes.

 

A framework to help you review:

  • Customer value segmentation
  • Share of customer wallet and potential
  • Market share 
  • Loyalty and retention
  • What-if analysis

Your worksheet

See What Others Are Saying 
About Their New Sales Success

david-brock_headshot.jpg

Sales success is a science. It requires disciplined analysis and planning, coupled with sharp execution. Here is a great process to help your team do well.

David Brock - President

Partners in Excellence

aaron-kotick_headshot.jpg
Now you can use key information from the discovery process to generate highly accurate forecasts.

Aaron Kotick - President

Fusion Learning Inc.

glenn-hymers.jpg
"The Raybec Insight Sales DIscovery Process™ is a complete solution that delivers unique advantages. Our sales people are excited to have a strong response to the new realities of the marketplace."

Glenn Hymers - Vice President Sales & Distribution

CST Consultants Inc.

david-mccormick.jpg
“Our Insight Sales Discovery Program has given us a powerful new approach for creating sales effectiveness and the data to manage our progress. This is the most comprehensive sales process we have ever implemented."

David McCormick

President - Pivotal Staffing Solutions

kelley-james.jpg
"I recommend the Insight Sales Discovery Program to anyone looking to increase key account management and sales force effectiveness within their organization. They have been a wonderful partner in development."

Kelley James Senior Manager, Head of Sales and Marketing

Gilead Sciences

steve-fleming.jpg
“The Raybec Program changed our sales calls into business conversations that deliver results. We now have a scalable process that builds relationships and increases performance.”

Steve Fleming - Vice President and General Manager

NEBS Payweb