Wisdom™ Service Options
Every business is different. That’s why Wisdom is offered in three levels of engagement, from the full growth package to more focused options. No matter where you start, each service is designed to give your sales team clarity, efficiency, and actionable tools.
The Full Package
Get the complete Wisdom experience. Combine powerful sales insights with targeted new customer opportunities.
What You Get:
A full analysis of your sales history, identifying top products, categories, and customer buying patterns.
Targeted prospect lists of similar or new customer types in chosen territories.
Optional: fully customized lists for each sales agent in their own territory.
Comprehensive sales team training on how to use these materials effectively.
The Result: Your team knows exactly what to sell, to whom, and where to find new opportunities and have the tools to act on it right away.
Product & Customer Insights
Optimize what you already have by understanding your strongest products and customer segments.
What You Get:
Analysis of your sales history to reveal:
Top products overall
Top product categories
Top products within each category
Top products per customer type
Top categories per customer type
Clear, visual reports that make the findings easy to apply.
Training session with your sales team on how to use these insights in daily selling.
The Result: Reps can focus on what already works best, closing more sales with less guesswork.
New Customer Targeting
Expand your market with precision prospecting tailored to your business.
What You Get:
Prospect lists of similar or new customer types within chosen territories.
Location details and buyer contact information.
Optional: customized prospect lists for each sales agent.
Training session with reps on how to apply the lists efficiently.
The Result: A steady flow of qualified leads that point your sales team directly to high-potential accounts.
Not Sure Where to Start?
Let’s talk through your goals and decide which level of Wisdom is right for you.