Sales & Business

B2B Sales Enhancement Case: XTransfer “Sales Team Performance Management & Enhancement”

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Project Overview

  • XTransfer is a one-stop cross-border finance and risk control service company for foreign trade enterprises, committed to significantly lowering the threshold and cost for SMEs to expand globally, enhancing global competitiveness.
  • To improve the sales team's sales capabilities, how sales team managers enhance sales management awareness and how to use effective performance management tools and methods to manage and optimize the sales team's sales capabilities are crucial for improving the company's overall sales performance.

Learn more in-depth and easy-to-understand through different tools and teaching methods

Innovative Sales Performance Management Tool: Performance Dashboard

  • Prothink innovatively introduced the sales dashboard tool. Through this visual tool, it helps sales team leaders and individuals track and measure their sales performance. The sales dashboard clearly displays each salesperson's sales targets, sales performance, capability gaps, and other factors, as well as how to identify problems through the dashboard tool and conduct targeted performance management such as communication and motivation.
  • Prothink also innovatively introduced a gamified learning approach for training. This method greatly enhanced the fun of learning, making the sales team more actively participate in the training. At the same time, the gamified learning approach also helped the team better understand and master the core principles and techniques of sales performance management, enabling them to better apply what they learned in their actual work.

Outcomes

  • The training received high praise from the client. Through monthly sales performance statistics after the training, the client's sales team showed significant improvement in performance management capabilities, reflected in a clear growth in sales performance.
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