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Published Case Studies  

Click on selected title below to download the actual case study or white paper in a new window for viewing. Please Note: All cases and papers are in MS Word (.doc) format. If you do not have MS Word installed on your PC, click here to download a free MS Word Viewer from Microsoft to properly display.

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Implementing a Formal Selling Process and Performance Measures in a Sales Organization (Case Study, 1998, TVI)

A case study of sales process management implementation with reinforcing automation system support using TVI's second generation design over 1996-97, bringing measured sales results productivity increases per rep and steeper Pre-IPO Corporate revenue ramping during rapid expansion. It appears in its entirety as a model illustration of effective implementation in the book Operational Performance Measurement—Increasing Total Productivity, by Will Kaydos and published by St. Lucie press, 1998, available via Amazon.com. 

Impacts on salesforce performance and results over 6 months include: 

38% increase in revenue per person productivity
240% revenue production growth rate
81% increase in forecast accuracy
121% increase in close rate
82% increase in pipeline %full
18% decrease in sales cycle length (providing a 22% increase in cycles per FY)
35% increase in deal revenue size
72% decrease in turnover
33% decrease in ramp rate of new sales hires
Customer referenceability maintained at 99%

(see page 16 for more details on these improvement gains)

Meaningful, Measurable Sales Success: A True Story (Case Study, 1998, TVI)

The Case Study of the sales process sales force automation efforts at The Tennant Company of Minneapolis1995-97. This case study is based on TVI's actual work with The Tennant Company  over a two year period. Tennant was once again named one of Fortune magazine's Top 100 Companies to Work For. This describes the trials, some helpful tips and the rewards of staying the course on SFA when integrating it with a process operating foundation. 

 

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Will Real "Pipeline Management" Please Stand Up? (an Executive Overview, 1998, TVI)

With all the widespread grasping of original terms, and their re-application to watered down renditions turning out to be far-cries from the real thing, this paper sets the record straight on what "Pipeline Management" actually entails. It defines the benchmark to see how well CRM vendor claims measure up, and which are just illusions. 

SFA, OMS and Other Mysteries (Sales Process Engineering & Automation Review, December '96 and March '97, TVI)

SPEAR is a quarterly publication of the Sales Automation Association. This lengthy article (6700 words, plus graphics) appeared in two parts in successive issues. The first part outlines TVI's levels of relationship pyramid, related sales abilities, and discusses sales process. The second part provides an overview of SFA with particular attention to the importance of forecast accuracy and specifics of an advanced Opportunity Management System.

OMS: A Step Beyond & Before SFA (White Paper, June '94, TVI)

The subtitle of this paper is "A short history and brief glimpse at the future of SFA." Longer than the original Culpepper article (see Jan '94 below) and shorter than the SPEAR article above, this paper discusses the importance of sales process and outlines TVI's format for mapping the sales cycle(s) with clients.

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