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
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.
Consulting
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.
Courses
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.