Sales Consulting

We Find What’s Holding Sales Back—and Show You How to Fix It

SPI’s Sales Consulting combines nearly 30 years of frontline experience with our proprietary LIDAR Discovery Process™—a proven framework that reveals the root causes behind underperformance and provides a clear path forward. From territory strategy to rep enablement and CRM optimization, we help sales teams turn friction into results.

Explore the LIDAR Process

Let’s talk about where your team is now—and where it should be. Get in touch for a discovery call with our consulting team.

Talk To A Sales Expert

Sales problems don’t fix themselves. We help you find the cause, clear the roadblocks, and move your team forward—with strategies that actually stick.

We provide hands-on, data-driven sales consulting solutions built to deliver results. Whether you’re launching new products, refining your sales structure, or modernizing your tech stack, our comprehensive services are designed to optimize every part of your sales organization. Backed by nearly 30 years of proven success, we equip your team with the tools, insights, and strategies needed to drive sustainable growth and performance.

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How We Can Help

Marketplace Analysis

We evaluate your competitive landscape, identify gaps, and recommend the best-fit channels to reach and convert your ideal customers.

  • Competitive marketplace reviews

  • Optimal sales channel strategy

  • Data-driven positioning insights

Organizational Change & Review

We assess your sales structure, culture, and leadership to identify areas of strength—and where change is needed to accelerate growth.

  • Rep and manager benchmarking

  • Compensation and territory alignment

  • Sales culture and leadership evaluations

Recruiting Strategy

We help you build smarter, more efficient recruiting programs—internally or through SPI-led solutions—to reduce bad hires and ramp faster.

  • Recruiting performance analysis

  • Internal team enablement

  • Outsourced recruiting options

Technology & CRM Optimization

We assess your CRM and tech stack for usability, compliance, and impact—then guide improvements or full-scale revamps.

  • CRM audits and redesign

  • Sales workflow optimization

  • Analytics and data visibility

Sales Analytics & Insights

Our consultants use performance metrics and N-level data modeling to identify key levers for growth and uncover hidden gaps in your process.

  • Field performance analytics

  • Benchmarking and KPI reviews

  • Sales-to-marketing effectiveness mapping

Channel Review & Management

We evaluate, optimize, and, if needed, manage your sales channel strategy—from current partner performance to new channel onboarding.

  • Partner benchmarking and support

  • Channel territory optimization

  • Interim channel management

Sales Training

SPI delivers customized sales training based on your products, market, and people—designed to stick and drive measurable change.

  • Live or virtual training

  • Science of Sales framework

  • Flipped classroom and LMS integration

Organizational Training Development

We build or refine your training systems—from content creation to LMS implementation and gamified learning.

  • Training gap analysis

  • LMS buildout and optimization

  • Custom content for product, process, and people

Trusted by leading organizations across tech, healthcare, finance, and industrial sectors to deliver measurable sales performance—year after year.

SPI’s LIDAR Discovery Process

A structured, data-driven approach to identifying what’s holding your sales team back—and building a clear, actionable path forward. Developed by SPI, this five-phase process reveals hidden performance gaps, aligns strategy with execution, and ensures improvements stick.

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Locate

Find the real issues—not just the symptoms.

Locate

We start by identifying the variables affecting performance across people, process, and territory. From misaligned incentives to missed opportunities, we surface the root causes holding sales back.

Investigate

Dig deep. Benchmark smart. Ask the right questions.

Investigate

Through stakeholder interviews, CRM analysis, and performance benchmarking, we examine sales team structure, leadership effectiveness, rep capabilities, and tech utilization.

k

Define

Build a clear, data-backed roadmap.

Define

We synthesize your findings into a Sales Performance Map —a customized, prioritized action plan based on your team’s real challenges and goals. Every recommendation is tied to measurable outcomes.

Activate

Move from insight to execution—fast.

Activate

SPI supports implementation every step of the way. From launching new training and comp plans to realigning territories or improving hiring, we help put strategy into action.

Reinforce

Make it stick—and keep improving.

Reinforce

We ensure progress holds with continued coaching, rep and manager support, performance tracking, and behavioral reinforcement. Because a plan only works if it lasts.

Clarity

We bring hidden performance issues into focus. From rep-level data to territory breakdowns, LIDAR helps you see what internal teams often miss.

Strategy

LIDAR delivers a clear, custom roadmap based on what your sales team actually needs—not generic recommendations or recycled playbooks.

Results

With SPI’s hands-on support, LIDAR doesn’t stop at the “what.” We help implement and reinforce change to drive lasting, measurable impact.

A True Strategic Partner

Unlike traditional consultants who deliver recommendations and walk away, SPI embeds alongside your team. We become strategic partners across any stage of the sales life cycle—from market entry and product launches to retiring underperforming channels.

With data-driven insights and hands-on implementation support, SPI ensures sustainable, measurable sales improvement

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Embedded support—not just strategy slides

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Custom solutions for your sales environment

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Field-tested insight from $10B+ in revenue generated

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Hands-on help through execution and change

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Aligned to your goals, product, and people

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Designed to drive measurable performance gains

Strategic Solutions. Real Sales Impact.

Refine Your Sales Structure

SPI works directly with sales reps and managers to identify strengths, skill gaps, and areas for growth. With the right support and coaching, average performers gain traction and leaders become more impactful.

Improve Rep and Manager Effectiveness

SPI works directly with sales reps and managers to identify strengths, skill gaps, and areas for growth. With the right support and coaching, average performers gain traction and leaders become more impactful.

Management of Construction Projects

Outdated or unclear processes slow everything down. We evaluate your entire sales workflow—from lead handoff to pipeline forecasting—and recommend practical, field-tested improvements.

Streamline Sales Processes

Outdated or unclear processes slow everything down. We evaluate your entire sales workflow—from lead handoff to pipeline forecasting—and recommend practical, field-tested improvements.

Fix CRM and Tech Friction

If your tech stack isn’t working for your team, it’s working against you. SPI identifies where CRM tools are underused or misaligned and helps you create a system your team will actually use.

Optimize Territory and Coverage Strategy

We evaluate your territory design to make sure it supports—not hinders—sales activity. Smart coverage plans mean better rep efficiency, improved customer engagement, and fewer missed opportunities.

Enhance Sales Training and Onboarding

Generic training doesn’t cut it. SPI builds sales training that reflects your products, customers, and internal culture—so new hires ramp faster and experienced reps sharpen their skills continuously.

"2025 marks the first time SPI is opening our sales consulting services to all clients—not just those using our sales outsourcing. We're bringing $10B+ in direct sales success and nearly three decades of experience to you.”

-Fred Kessler, CEO, Sales Partnerships, Inc.

Real-World Experience. Measurable Outcomes.

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