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AI-Driven Sales Precision
Sales QI leverages advanced AI technology to optimize sales processes, enabling companies to quickly identify high-value opportunities and streamline decision-making. Through a two-week proof of value, businesses can experience its impact firsthand, followed by a tailored engagement to fine-tune the AI for maximum results. Combined with expert consulting, Sales QI delivers precise, actionable insights that drive growth and efficiency across your sales operations.
Discover the power of Sales QI with a complimentary proof of value
By partnering with Carlton Richards, your company gains exclusive access to a two-week, no-cost proof of value (POV) of Sales QI, in collaboration with Collective(i). During this period, you’ll be able to assess the real value generated by the platform before making any financial commitment.
Within just two weeks, we deliver initial data that showcases the impact of Sales QI. Following this proof of value, we recommend a 2-3 month engagement to fine-tune and solidify the AI processes, maximizing the platform’s value. Carlton Richards team will work alongside you and Collective(i) to ensure your company achieves the best possible results with minimal effort.
Additionally, we offer a high-value option: during the proof of concept (POC) period, Carlton Richards can conduct a Go-To-Market (GTM) assessment and provide our patented “Growth Lever Opportunity Report.” This option maximizes the solution’s evaluation by integrating insights from both the technology and our specialized consulting.
The two-week proof of concept will follow a proven methodology to deliver initial data for evaluation
Gather and analyze available information
- Connect Collective(i) via straight forward API with CRM and Email System
- Determine baseline statistics for customer database, sales activity and forecasting
- Monitor the live data and output during the evaluation stage
Monitor progress and fine tune results during POC
- Work directly with leadership team during install and evaluation without disrupting daily duties scenarios
- Discuss expected changes in strategy, approach and tactics based on new capabilities
- Provide outline for change management
- Help align team and build positive culture for change
- Understand overall org, incentives & governance goals and build new capabilities into strategy
Provide detailed data on key evaluation parameters
- Provide comparison of baseline vs new state that shows:
- Auto activity logging and data enrichment with “Intelligent Write Back” (IWB)
- Identification of opportunities that are at risk not previously identified
- Pipeline analysis with level of fidelity and efficacy of pipeline coverage for reps
- Accurate AI driven forecast that requires no human effort. Initial levels of accuracy improve dramatically with time
The Pillars of GTM Success
The Main Areas of Impact for the Collective(i) Proof of Value
The Foundation of Successful GTM
A robust customer database is essential for an effective go-to-market strategy. With advanced capabilities like “Intelligent Write Back,” your CRM is enriched with complete and accurate contact information, including the entire buying committee and hierarchy, ensuring no critical data is missed. Automated processes keep your data up-to-date, capturing key information and meeting notes without relying on manual input. This “always on” capability provides live updates, feeding AI forecasting with reliable data, which enhances opportunity odds in real time.
The business impact is significant: organizations typically see a 10%-20% increase in account penetration and a 10%-20% reduction in reps’ selling time. Accurate data not only lowers customer acquisition costs but also drives cross-sell opportunities and mitigates risks, such as losing accounts when key contacts leave. Poor data quality can cost organizations an average of $9.7M, making a strong customer database a critical pillar for GTM success.
Optimizing Sales Efficiency
Effective pipeline rationalization is key to maximizing sales efficiency and driving growth. Through a sophisticated coverage model, it identifies the percentage of the pipeline that is truly viable and ensures balanced allocation across sales reps. Intelligent customer segmentation automatically matches the right deals with the right reps, prioritizing high-potential accounts and deprioritizing those with low potential or high service costs.
This approach delivers reliable, data-driven insights that support board-level growth assumptions and establish clear performance targets. By differentiating between talent issues and pipeline availability, organizations can refine their strategies with precision.
The impact on business results is profound: pipeline rationalization drives a 20% increase in quota attainment by eliminating wasted time on low-potential accounts and ensuring each rep has equal win potential. Additionally, it reduces the sales cycle by over 15%, decreases closed-lost accounts, and lowers customer acquisition costs. By aligning resources effectively, it also enhances enterprise value, managing investor expectations and reducing talent churn, which ultimately raises overall customer acquisition cost (CAC) efficiency.
Elevating Predictive Accuracy
Intelligent Sales Forecasting revolutionizes how sales teams predict outcomes, leveraging AI to provide live odds for every opportunity. By analyzing historical data, market trends, world events, and competitive factors, it offers conversion probabilities with accuracy levels exceeding 95%, eliminating the need for subjective human input and reducing reliance on traditional forecasting calls.
This advanced forecasting also identifies accounts at risk by evaluating buyer behavior and offering actionable recommendations to prevent churn. It seamlessly integrates with agile sales methodologies, transforming the sales process with data-driven insights.
The tangible benefits are substantial: forecasting accuracy improves by 50%, reaching over 90% within 45 days, while reducing unnecessary delays and rep manipulation of deals. Quota attainment increases by 18%, as reps reclaim up to two months of selling time, and sales managers are freed from time-consuming forecast reviews. Furthermore, win rates see a 15-25% boost by eliminating bad deals and ensuring that at-risk accounts receive timely interventions, leading to more successful outcomes and a more efficient sales process.
Unlocking Your Potential for Impact
The Growth Lever Opportunity (GLO) Report offers a structured, pragmatic approach to swiftly identify the top three growth opportunities for your company’s commercial engine. By evaluating potential financial impact, feasibility, and sustainability, the GLO Report prioritizes opportunities that deliver immediate, measurable gains.
Each identified opportunity includes a detailed business case that outlines specific project elements, anticipated financial benefits, and strategies to maximize impact. These near-term improvements not only enhance your current operations but also create the necessary momentum to fund larger, long-term initiatives. The GLO Report is an essential tool for driving impactful change and fostering sustainable growth within your organization.
10-20%
Reduction in rep’s
selling time
10-20%
Increase in
account penetration
15-25%
Increase in
Win Rate
18%
Increase in
Quota Attainment
We are not just consultants
We are seasoned operators that understand the need to drive profitability before expenses.
We take a practical approach, identifying quick wins to fund the journey with typical 5x return over our cost in demonstrable financial impact.