Accountants, bookkeepers, bankers and other financial professionals choose to grow and sell with confidence
with sales training and support from the team at ExceedSales.
Our mission is to help forward thinking financial professionals leverage their conversation and technology skills so they can drive more sales.
We practice with the highest level of professionalism, challenge you to stretch outside your comfort zone, and achieve real transformation through real coaching, feedback and skill development. We help you collaborate with technology so you can automate your processes all while humanizing your relationships.
We provide coaching services to financial professionals looking to transform their firms through leveraging CRM technology tools and sharpening their sales skills, so they can get more of the customers they want.
If you’re looking to improve your sales process through skill building and leveraging technology, you’ve come to the right place. Our expertise is available to guide you and build the best sales strategy, as well as optimize your workflows so you can increase productivity and sales.
Our Live Training and self-paced courses are designed to focus on building a high performing leadership and sales culture by levelling up skills so that they can attract & retain lifelong customer relationships.
Carlos M. Garcia
Founder
Carlos M. Garcia
Founder
Our mission is to help forward-thinking accounting professionals leverage technology to get more customers than they want.
We practice with the highest level of professionalism, challenge you to stretch outside your comfort zone, and achieve real transformation through real coaching, feedback and skill development. We help you collaborate with technology so you can automate your processes, all while humanizing your relationships.
“if you want to go fast, go alone. If you want to go far, go together.”
As the famous saying goes “if you want to go fast, go alone. If you want to go far, go together.” Our coaching program is designed so you achieve sustainable success. To get there, one must first put in the H.A.R.D. work. This framework builds the foundation of what it takes to get the outcomes you desire.
The acronym H.A.R.D. stands for:
Sales and Technology are vital to any small business owner’s success.
At ExceedSales, we provide you with the best guidance to help you optimize your sales & workflow processes so that you can increase your cash flow, close more deals and delight more customers.
Click below to learn more about some Sales & Technology consulting options.
The ExceedSales(TM) Process is a basic 4-step framework that allows any sales professional to take a prospective buyer from the early stage of awareness to a closed sale.
Activity Management System: an organized lead generation, targeting strategies, and prospect outreach program.
Customer-Centric Selling Approach: positioning your value, understanding the customer journey, and the magic questions to ask.
Effective Pipeline Management: prioritizing and effective follow-up with high probability leads.
Negotiating & Closing the sale: improving customer confidence and moving to consultative recommendations
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