About Us
If you’re looking for a way to improve your seller performance and increase revenue, we can help. Our team of experts will work with you to develop a custom plan that addresses your unique needs. Whether you need more time or resources, or just want some advice on how to build confidence and grow as an individual seller or as a team, we’re here for you.
We're here for you
Hi,
I’m Carlos, the founder of ExceedSales.
We’re here to help you get more out of your sales efforts. We’ve seen it all—as a sales & technology coach, I’ve been working with hundreds of financial professionals over 15 years. I know how challenging it can be to build a successful sales team and make sure that your team members are doing what they need to do. That’s why we’re here: to help you build a winning sales strategy that works for your business.
We’ve played a vital role in the success of a number of small, medium and corporate accounting & financial services businesses, as well as fast-tracking a number of sales careers. We’re a carefully curated team that offers a variety of sales expertise with a passion for accounting relevant sales solutions.
We’re based in Miami and work with clients all over the world. And when we work with our clients on an ongoing basis, we find that they achieve their goals more quickly than ever before.
Carlos M. Garcia
Founder
Grow and sell with confidence
Coaching
Transform your firm with tailored coaching services designed for financial professionals. Leverage CRM technology tools and sharpen your sales skills to attract more of the customers you want and grow your business effectively.
Consulting
Unlock the potential to enhance your sales process with our expert guidance. Build essential skills and leverage cutting-edge technology to craft the best sales strategy for your business. Optimize your workflows to boost productivity and drive increased sales.
Courses
Elevate your leadership and sales culture with our Live Training and self-paced courses. Designed to enhance your skills, these programs help you attract and retain lifelong customer relationships, fostering a high-performing team.