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Case Studies

At Pivotal Advisors we have had the unique opportunity to get inside a number of organizations and their selling practices. Below is a small sample of some of our work:

Manufacturer in the Technology Sector

This mid-sized manufacturer sold products on a worldwide basis through resellers, manufacturer reps, and distributors, but faced flat to declining sales … Learn more

Financial Services Company

This Fortune 500 organization needed to change its selling approach from transactional, insurance sales to comprehensive financial advisor … Learn more

Business Services Organization

Faced with increasing turnover and competitive pressure, we partnered with a leading business services organization to develop processes and training that got people up to speed quickly and consistently … Learn more

Commercial Contracting Organization

We worked with a cooperative of independent plumbing, heating and electrical contractors to provide the processes, training and tools required to more effectively work with their residential customers … Learn more

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