SALES EXECUTION STANDARDIZATION
How a B2B SaaS company improved win rates and forecast accuracy by standardizing itssales execution model.
Case Details
Clients: Mid-Market B2B SaaS Company
Engagement Type: Sales & Deal Execution
Industry: B2B SaaS
Project Duration: 5 Months
Focus Areas: Sales Process, Forecasting
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The Story
As the company scaled its sales team, deal outcomes became increasingly inconsistent. Each sales representative ran discovery, demos, and negotiations differently, leading to wide variations in deal quality, cycle length, and close rates.
Techaivv was engaged to design a standardized sales execution system that would improve consistency, visibility, and predictability without slowing down high-performing reps.
WHAT TECHAIVV DID
We worked closely with sales leadership to identify the moments in the sales cycle where deals most often stalled or broke down. The goal was to create structure where it mattered most—without adding unnecessary process.
- Standardizing discovery and qualification frameworks
- Designing demo and evaluation playbooks
- Introducing mutual success plans for complex deals
- Defining pricing, discounting, and approval guardrails
- Establishing deal review and forecasting cadences
The Results
Standardized execution led to measurable improvements across the revenue funnel.
Customer Reviews of the Case
“We didn’t need more pressure on reps—we needed clarity and consistency. Techaivv helped us build a sales system that actually supports performance.”
