SALES

SALES ACCELERATION

Strategic, Client-focused, Results-oriented & Alignment

Sales organizations encounter diverse challenges beyond training needs. Rootloud offers expertise in sales team structure, funnel refinement, process enhancement, and beyond to address these complexities effectively.


We customize on-site training sessions and coaching to match the sales team's culture, guided by instructors with extensive sales experience. Our engaging sessions provide hands-on learning and role-play. 60% of class time is dedicated to peer collaboration. Participants and their managers receive ongoing reinforcement, coaching, and adoption support.


Certain clients opt to delegate their coaching process to Rootloud, whether partially or entirely. This coaching targets deal strategy, skill enhancement, or both, serving as a complement to or substitute for manager coaching. The objective is to translate training knowledge into tangible performance and productivity enhancements.


What areas can sales strategy and coaching benefit your organization?

  • Performance Enhancement
  • Skill Development
  • Adaptability and Innovation
  • Team Collaboration and Engagement

Sales training onsite

Our onsite delivery option allows for a comprehensive learning environment equipped with role plays, case studies, group discussions, and other interactive activities enabling participants to easily transfer new skills from the classroom to the real world.

Focus on business outcomes

Sales consulting and effective strategies optimize sales processes, enhances team performance, and aligns strategies with market demands, leading to increased revenue and market share. By leveraging expertise in sales techniques, customer insights, and industry trends, businesses can achieve sustainable growth, cultivate client relationships, and outperform competitors.

Improving the Experience

Sales consulting enhances the overall sales experience by refining sales strategies, improving customer interactions, and tailoring approaches to individual needs. Sales consultants empower teams through personalized coaching, training, and feedback mechanisms to deliver exceptional service, foster trust, and create memorable experiences that drive customer satisfaction and loyalty.

Growing territories and building teams

derivita sales channel development

Derivita strategically chose Rootloud to expand sales operations on the US East Coast, leveraging their expertise and innovative methodologies. With Rootloud's guidance, Derivita surpassed its one-year revenue goal through targeted market analysis, tailored sales strategies, and effective team training.


The partnership fostered agility and adaptability, enabling Derivita to navigate challenges, capitalize on opportunities, and forge strong client relationships. Rootloud's collaborative approach and commitment to results empowered Derivita to achieve sustainable growth, establish a solid presence in the market, and lay a foundation for continued success by helping select key sales people.

Book a consulting appoint today

Sales & Marketing Alignment

Rootloud elevates alignment and communication between sales and marketing within organizations by fostering a culture of collaboration and shared objectives.


We facilitate structured workshops, implement communication channels, and establish metrics for tracking progress. Through strategic planning and targeted interventions, we align sales and marketing goals, enhance lead generation, and streamline customer engagement processes.


Our approach emphasizes transparency, feedback loops, and mutual accountability, fostering trust and synergy between teams. By breaking down silos and promoting cross-functional collaboration, we empower organizations to optimize resource allocation, drive revenue growth, and achieve sustained success in competitive market environments.

xinnix design thinking with rootloud

XinniX, a performance development and training company specializing in mortgage broker training, wanted to improve their process and offerings in order to accelerate their growth. In design thinking sessions, they identified the need for eliminate redundant processes and ineffective tools, which were draining resources. This led to the design of a new client-facing platform, enabling them to serve multiple industry sectors. New sales channels and partners were identified and enabled new growth.

mardel design thinking with rootloud

Mardel, a retailer specializing in Christian books and educational resources, aimed to assist homeschool families in selecting the most suitable educational materials. Given the many options available, parents often found themselves uncertain about what would work best for their homes and co-ops. Employing design thinking, we developed a marketing tool which helped select curriculum. This initiative enhanced online transactions and reduced the frequency of returns.

tallo design thinking with rootloud

Tallo developed a networking platform linking students, colleges, and companies. Utilizing design thinking, we charted student journeys, evaluated programs, and attracted new members. This approach yielded compelling student success stories, showcasing their achievements. Through precise email campaigns, visually-driven success stories, and CRM lead management, Tallo experienced increased sales to university and corporate partners.

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