Taiwan business units of an international group
From system training to a shared sales management method
Result
The teams reached a common understanding of the new sales process, division of roles and CRM management approach, and managers gradually built the ability to manage pipeline, sales progress and performance through the system. Training moved from learning to operate a system to genuine capability building that supports the sales process and management system.
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The situation
The group had integrated several Taiwan business units through acquisitions, each with its own customer management approach, sales process and CRM habits. Teams understood sales processes and role responsibilities differently, CRM usage had no common standard, managers and salespeople held different views of opportunity management, plain system training could not solve the real management problems, and cross-functional work kept producing information and accountability gaps.
What we did
MetricDomain did not just teach CRM operation. It integrated system use with real sales management scenarios, including a sales roles and responsibilities workshop, standard sales process and opportunity management training, hands-on CRM and pipeline management practice, sales review and performance management training for managers, and a cross-functional collaboration and process alignment workshop. Through real case discussion and workshops, the different teams gradually built a shared management language and way of working.


