Sales Transformation at Healthcare Software Provider
How P2W Advisory helped the company transform its sales capability
- Thorough sales assessment and tailored transformation roadmap
- Developed and documented sales processes and playbooks
The company
Our client is an innovative SaaS provider in the NDIS sector, offering workforce management solutions to a growing client base. Despite its pioneering technology, the company faced revenue growth roadblocks, especially within high-value market segments.
The problem
Lack of a documented, scalable sales process. No standardised customer engagement or strategic targeting. Sales team relied heavily on inbound leads and struggled to convert high-value opportunities. Absence of governance, performance metrics, and onboarding tools.
The goal
- Conducting comprehensive sales assessment and building transformation roadmap
- Developing and documenting sales processes and playbooks
- Creating clear market segmentation for SME, Mid-Market and Enterprise customers
- Building systematic frameworks to win high-value deals with RASCI matrix
- Establishing KPIs, behavioural standards, and cross-department governance
- Building onboarding and competency models to support team growth
The solution
P2W Advisory conducted a thorough sales assessment and created a tailored transformation roadmap to mature the sales operation into a structured, proactive model.
What was delivered
- Sales team empowered with actionable playbooks and structured processes
- Focused targeting and value proposition for key customer segments
- Scalable framework driving consistent, disciplined sales performance
- Established KPIs and behavioural standards for accountability
- Cross-department governance with RASCI matrix
- Built onboarding and competency models to support team growth
The outcome
- Sales team empowered with actionable playbooks and structured processes
- Focused targeting and value proposition for key customer segments
- Scalable framework driving consistent, disciplined sales performance
- Improved conversion of prospective leads to successful high-value deals
- Rapid onboarding enabled for new sales hires
- Cultural shift toward proactive, accountable sales operations
The result
Sales pipeline and win rate for high-value customers increased immediately, with measurable uplifts in Total Customer Value (TCV). The transformed sales organisation now operates with confidence, equipped for aggressive growth in the SME, Mid-Market and Enterprise sectors.
Download this case study (PDF)“Working with P2W was transformative. Ferzad's expertise and frameworks matured our sales operation into a structured, proactive model, unlocking new growth opportunities.”
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