Sales Transformation Consultancy for B2B Companies | b10

SALES TRANSFORMATION

Convert demand into revenue through better sales systems.

b10 helps ambitious B2B companies rebuild the sales process, CRM, pipeline, follow-up, forecasting, reporting and sales workflows that turn enquiries into qualified opportunities and closed revenue.
b10 is an approved vendor on gartner peer insights

Where sales usually breaks

Lead response

Enquiries are not followed up quickly, consistently or with enough ownership.

Sales process

Stages exist, but they do not reflect the real buyer journey or required actions.

CRM usage

The CRM is treated as admin rather than the commercial operating system for sales.

Pipeline control

Opportunities stall, forecasts drift and deal quality is lower and hard to understand.

Sales handoff

Marketing, sales, proposal, operations and delivery handoffs are inconsistent.

What is Sales Transformation?

Sales Transformation is the structured improvement of the systems, processes, workflows, CRM, pipeline and behaviours that convert demand into revenue. It makes sales more visible, repeatable, measurable and scalable.
Sales transformation is not just sales training or CRM cleanup. It is the rebuilding of the sales operating system: process, pipeline, ownership, follow-up, messaging, reporting, proposal workflow and the handoff between marketing, sales and operations.

THE REAL PROBLEM

Most sales problems are system problems before they are people problems.

When sales performance is inconsistent, it is easy to blame the team, the CRM, marketing quality or the market. Sometimes those issues are real. But often the underlying problem is that the business has not codified how sales should work from enquiry to close.

The CRM is messy.

The CRM may not reflect the real sales process, qualification model, pipeline stages, ownership or reporting needs.

Follow-up is inconsistent.

Leads and opportunities depend too much on individual habits instead of structured workflows and reminders.

The pipeline is unclear.

Deals sit in stages without clear exit criteria, next actions, probability or commercial ownership.

Forecasting is weak.

The business cannot trust the data because stages, close dates, deal quality and activity are not managed properly.

Sales & marketing are disconnected.

Campaigns, lead quality, CRM routing, follow-up and feedback loops do not operate as one system.

The founder still drives sales.

The process, positioning, qualification and next-step control are not clear enough to scale beyond the founder.

What you see.

What may be happening.

Commercial Consequence.

“The team does not use the CRM”.
The CRM may not be designed around the sales workflow, role ownership or management rhythm.
Pipeline data cannot be trusted and reporting becomes weak.
“Deals keep going cold”.
Lead response, follow-up triggers, next-step control or nurture workflows may be inconsistent.
Demand leaks after it has already cost money to generate.
“We cannot forecast properly”.
Stages, probabilities, deal quality, close dates and sales activities may not be governed.
Leadership cannot make confident commercial decisions.
“We cannot forecast properly”.
Stages, probabilities, deal quality, close dates and sales activities may not be governed.
Leadership cannot make confident commercial decisions.
“Sales depends on the founder”.
The sales process, discovery, messaging, qualification and proposal flow are not codified.
The business cannot scale sales capacity efficiently.
“Marketing says the leads are good; sales disagrees”.
Qualification, source tracking, feedback loops and handoff criteria may not be agreed.
Sales and marketing blame each other instead of improving the system.

Sales transformation vs revenue transformation

Sales Transformation is narrower than Revenue Transformation — and that is its strength.

Revenue transformation looks across the full system that generates, converts, tracks and retains revenue. Sales transformation focuses specifically on the conversion engine: sales process, CRM, pipeline, follow-up, proposals, reporting and sales execution.

Sales
Transformation.

Best when the main constraint is converting demand into qualified pipeline and closed revenue.
CRM usage and structure
Pipeline stages and governance
Follow-up and sales workflow
Forecasting and reporting

Revenue
Transformation.

Best when revenue leakage spans website, marketing, sales, pricing, retention and customer success.
Revenue leakage
Marketing attribution
Pricing and monetisation
Retention and recurring value

Commercial
Transformation.

Best when the whole commercial system is disconnected and the root constraint needs diagnosis.
First click to recurring revenue
Connected commercial engine
ICP, positioning and pricing
Retention and customer success

sales transformation services

Sales Transformation services that rebuild the system behind pipeline and conversion.

b10 focuses on practical sales infrastructure. The goal is not to create theatre around sales change. The goal is to make sales easier to manage, easier to measure and easier to scale.

sales Transformation Consultancy.

Diagnose and rebuild the sales operating system behind pipeline, conversion, CRM, follow-up and forecast control.

Sales Process Design.

Define sales stages, qualification criteria, ownership, required actions, handoffs, exit criteria and management rhythm.

CRM Implementation & Optimisation.

Build or rebuild CRM around the real sales process, not just fields, dashboards and disconnected admin tasks.

Pipeline Architecture.

Improve pipeline structure, stage visibility, opportunity quality, governance, progression rules and forecast confidence.

Response & Follow-Up Automation.

Improve speed-to-lead, follow-up consistency, lost-lead recovery, sales triggers, conversion rate, and activity reminders.

Sales and Marketing Handoff.

Connect campaigns, enquiries, qualification, CRM routing, lead scoring, lead allocation, feedback loops and sales ownership.

Sales Playbooks & Messaging.

Improve consistency in discovery, objection handling, value communication, qualification, next-step control and proposals.

Proposal and Quote Workflow.

Streamline proposals, quotes, approvals, follow-up, close support, proposal negotiations, handover and post-sale transition.

Sales Reporting & Forecasting.

Improve activity reporting, conversion visibility, pipeline quality, forecast reliability and management decision-making.

Sales Operations Support.

Support the operational layer behind CRM hygiene, process adoption, dashboards, workflows and sales management rhythm.

Managed Sales Systems.

Ongoing CRM optimisation, reporting, sales process, automation, pipeline optimisation and sales system improvement.

Founder-Led Sales Codification.

Turn founder-led selling into a more repeatable and scalable process, message, CRM structure and handoff model.

START WITH DIAGNOSIS

Find out where your sales system is leaking revenue.

Book a sales systems review to assess CRM, pipeline, follow-up, sales process, forecasting and conversion friction.
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sales transformation COMMERCIAL DOMAINS

The commercial domains that usually drive sales transformation.

Sales performance does not sit in isolation. CRM, website conversion, marketing quality, positioning, pricing and automation all affect whether sales can convert demand efficiently.

website.

Enquiry quality, buyer journey, CTAs, lead capture, and conversion paths.

CRM.

Pipeline stages, ownership, data, dashboards, automation and sales governance.

marketing.

Lead source, quality, campaigns, handoff, attribution and sales feedback.

Sales.

Process, qualification, follow-up, deal progression, proposals and close discipline.

Pricing.

Proposal friction, value perception, discounting pressure and commercial confidence.

Automation.

Lead routing, reminders, follow-up, nurture, handoff and activity triggers.

Positioning.

Messaging, differentiation, value story, sales confidence and buyer clarity.

ICP.

Target market, market size, qualification, fit, lead quality and sales focus.

HOW B10 WORKS

Redesign the sales system before expecting sales performance to improve.

A CRM rebuild will fail if the sales process is unclear. Sales training will fade if the workflow is not managed. Dashboards will mislead if the data is poor. b10 rebuilds the system beneath sales performance.

Diagnose.

Assess ICP, positioning, pricing, CRM, pipeline, qualification, lead response, follow-up, reporting, sales stages and handoff points.

Map.

Define how and which leads become opportunities, how opportunities progress, and what actions are required at each stage.

Rebuild.

Rebuild CRM, stages, dashboards, automation, playbooks, proposal workflows and reporting around the actual sales process.

Connect.

Connect marketing, website forms, CRM routing, follow-up, sales ownership, proposal flow and post-sale handoff.

Manage.

Create the operating rhythm for pipeline review, activity visibility, forecast confidence and sales improvement.

Improve.

Use reporting, feedback loops and managed support to refine the sales system over time.

EXPECTED OUTCOMES

What Sales Transformation should improve.

Sales transformation should make sales performance easier to see, manage and repeat. The practical goal is not a prettier CRM. It is a sales system that converts demand more consistently.

Complete Pipeline visibility.

Clearer view of opportunities, stages, deal quality, next actions, deal history, ownership and expected revenue.

Complete CRM adoption.

An efficient CRM structure that reflects the real sales process and gives the team a reason to use it properly.

Follow-up Consistency.

Fewer lost opportunities through stronger lead response, reminders, routing, nurture and activity triggers.

Forecast confidence.

Better reporting, cleaner deal stages and stronger pipeline governance so decisions are based on better data.

Repeatable sales execution.

Clearer process, playbooks, proposal workflows and handoffs that reduce dependency on individual memory or founder involvement.

who this is for

Built for B2B companies where sales execution is limiting conversion and control.

b10 Sales Transformation is strongest when sales problems are tied to CRM, process, follow-up, handoff, reporting and revenue visibility. If you only need motivational sales training, a dedicated sales trainer may be better.
Your CRM does not reflect how the business sells.
Lead response and follow-up are inconsistent.
Pipeline visibility and forecasting are weak.
Sales depends too heavily on founder knowledge.
You want sales process, CRM and reporting rebuilt together.

Questions About Sales Transformation.

These answers are designed to help you understand whether Sales Transformation is the right route before you speak to b10.
What is Sales Transformation?

Sales transformation is the structured improvement of the systems, processes, workflows, CRM, pipeline and behaviours that convert demand into revenue. It makes sales more visible, repeatable, measurable and scalable.

What does a sales transformation consultant do?

A sales transformation consultant diagnoses sales system constraints, redesigns sales process, improves CRM structure, strengthens pipeline visibility, improves follow-up, connects marketing handoff and creates better sales reporting and forecasting.

How is sales transformation different from sales training?

Sales training focuses on skills and behaviours. Sales transformation focuses on the operating system behind sales: process, CRM, stages, handoff, reporting, automation, playbooks and management rhythm. Training may be useful, but it will not fix a broken sales system by itself.

What is the CTI?

CTI, the Commercial Transformation Index, is b10’s commercial maturity diagnostic. It identifies where revenue is leaking across the commercial journey before more money is spent on websites, CRM, marketing, automation or sales activity.

CTI gives leadership a structured view of the commercial system: what is working, what is disconnected, what needs fixed first and what should not be touched yet.

It is the diagnostic layer before implementation.

Get your CTI score

How is sales transformation different from revenue transformation?

Sales transformation focuses on converting demand into revenue through CRM, process, pipeline, follow-up and reporting. Revenue transformation is broader and includes website conversion, marketing attribution, pricing, retention and recurring revenue.

Does sales transformation include CRM implementation?

Yes, if the CRM is part of the constraint. b10 can rebuild CRM around the real sales process, pipeline stages, ownership, reporting, automation and management rhythm.

What are signs we need sales transformation?

Common signs include messy CRM data, inconsistent follow-up, unclear pipeline stages, poor forecasting, stalled deals, weak qualification, founder-led sales dependency and poor handoff between marketing and sales.

Can sales transformation improve forecasting?

Yes. Forecasting improves when the CRM reflects the real sales process, stages have clear exit criteria, deal quality is assessed consistently and the team follows a defined operating rhythm.

What should we do first?

Start with a sales systems review or CTI assessment. The first step is to diagnose whether the constraint sits in CRM, process, lead response, handoff, pipeline governance, messaging, pricing or reporting.

Are You Public-Sector Approved?

Yes. b10 is available through public procurement routes including eTendersNI, Bloom/NEPRO and Constellia, supporting public-sector and framework-led buyers that need structured commercial, digital, CRM, workflow or service improvement.

For public-sector buyers, b10’s value is practical delivery: diagnosing the operating problem, improving visibility, connecting systems, reducing manual friction and creating a clearer route from demand or service access through to delivery and reporting.

TAKE THE NEXT STEP

Find out where your sales system is leaking revenue.

Book a sales systems review to assess CRM, pipeline, follow-up, sales process, forecasting and conversion friction.
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