Portage Sales

Portage Sales was engaged by Spare Labs, a transit software solutions company, to establish a strong foundation for their new Business Development team. The project focused on differentiating between market research and identifying real sales opportunities, and creating a shared success standard. Portage Sales' team of 2-5 employees developed a unified language around sales fundamentals, improved sales call techniques, and imparted understanding of value-based selling. The collaboration resulted in solidifying core sales skills, enhancing the team's efficiency, and improving their ability to identify and qualify sales opportunities effectively.

For Vigorate, a Salesforce Marketing Cloud CREST Partner, Portage Sales was hired to unify their sales and client engagement approach and improve the quality of their client engagements. The training program delivered by Portage Sales brought about behavioral changes with both their senior and junior staff, particularly in how they prepare for meetings and set objectives. The introduction of a unified call plan document became instrumental in their routine, ensuring they were well prepared and knew their objectives clearly before any client interaction. The training resulted in improved client interactions and a consistent and effective strategy across the team.

DUCA Financial Services Credit Union hired Portage Sales for sales enablement and lead generation. The goal was to drive brand awareness and build connections with new advisors. The project involved creating a brand for DUCA's new Specialized Lending Unit, which was unknown to advisors in their network. With Portage Sales' help, DUCA was able to establish a sense of unity amongst their advisors, connect with new advisors, increase net sales, and generate a positive internal rate of return.