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Organic Growth & Performance Culture
Sales Transformation
Customer Experience
Talent Management
Research Studies
Client Case Studies
Tools for Developing People
White Papers and Articles







Sales Transformation

Research Papers

Sales Force Effectiveness: a "Street Level" View

What factors enable some sales forces to gain competitive advantage while others stumble? The purpose of this study was to re-validate and extend Forum's extensive global research examining sales force effectiveness. This "street level" view includes input from both salespeople and customers.
One Size Doesn't Fit All: The Distinct Leadership Capabilities for Organic, Alliance, and M&A Growth

Two out of three leaders feel they have inadequate preparation to lead growth. Forum's recent global research study on leadership for growth, conducted in conjunction with the Economist Intelligence Unit, provided this startling realization. The study looked in depth at leadership imperatives that drive growth, universally and with different growth strategies.
How Sales Forces Sustain Competitive Advantage

Forum's latest sales research identifies the key factors that accelerate sales performance in today's business environment and recommends ways in which companies can improve their sales force effectiveness by focusing on these factors.
How Customers View Cross-Selling

Leading companies provide a service experience that not only satisfies customers with their current purchase, but also opens the door to future purchases. This report, based on Forum's latest research, identifies some of the key service rep behaviors that make the difference.
Strategic Account Management: How Account Leaders Build Alliances with Key Clients

Companies are discovering that in order to make their strategic account management strategies work, they need a new breed of salesperson, a highly skilled account team, and an organization fully committed to the strategy. Research by The Forum Corporation provides fresh insight into what the successful SAM leaders are doing right.
Strategic Account Management: Getting it to Work

Lack of effective training, numerous organizational barriers and a focus on short-term goals limit the success of many strategic account management programs. Learn the difference between SAM theory and successful SAM practice.

Tools & Assessments

Sales Manager's tip sheet - keep it to just three hats

Forum's research suggests that if Sales Managers focus on three key inter-related but distinct roles, performance across the sales organization will become more effective. These three roles are Coach, Motivator and Strategic Leader. The Sales Manager's Tip Sheet is a reminder of 3 ways that Sales Managers can be more effective in these three core roles.

White Papers

Secrets of the Most Successful Sales Managers

What if it were possible for a sales manager to increase her effectiveness not by working more efficiently, but by choosing her tasks more "strategically?" In this Field Notes article, first published in our e-newsletter Forum Insights, Forum Consultant Jeff Baker reveals how Sales Managers can achieve a dramatic impact on their sales results.
Are Your Salespeople Tuned Into The Customer's Wavelength?

In this Field Notes article, originally published in our newsletter Forum Insights, Forum Consultant Tom Atkinson shares some of the key findings from the recent Forum survey: Sales Force Effectiveness: A "Street Level" view.
Managing the Dilemma Between Transaction and Relationship Selling

Xavier Martin is a Forum partner with over 20 years of experience training and coaching in sales, management and leadership. In this interview, he examines the most important dilemmas impacting sales management today and exposes the most common pitfalls for new sales managers.
Driving Growth Through Sales Transformation

Helping the people in your sales organization understand their role in executing your strategy, and aligning individual attitudes and behaviors with the strategy, you can be sure you are connecting with the right customers, winning their business, and keeping them loyal.
The Territory Time Warp

It's the 21st century. So why are your reps managing their territories like it's 1975?
Sales Managers: The New Triple Threats in Driving Organic Growth

By helping their sales managers master three critical areas, organizations can drive organic sales growth.
Climate - Lighting the Fire of Success

Forum's recent sales research documents the powerful role that sales managers play in the success of a sales organization. Climate is one of the key success factors that these managers pay attention to. Climate can be measured, managed and improved. Positive sales climates that emphasize clarity, commitment, responsibility and recognition produce superior results.
Communicating with Stories

They're faster than a bulleted list, more powerful than a logical argument, and capable of spanning multiple audiences in a single telling. They're stories. Stories enable us to communicate clearly and concisely about the kinds of issues that have depth and breadth, subtlety and color, time and texture. This paper describes why and how they're used in business, and offers a powerful communications model for business.
The Pressure Paradox

Despite our turbulent times and a competitive global economy, sales organizations can survive and thrive inside the Pressure Paradox -- but only if they pay attention to their Pressure Points. Sales forces can become more effective by improving the way in which people are managed, by placing them in an environment that encourages their performance, and by ensuring that the sales support processes maximize opportunity and customer satisfaction.
The Cure for the Common Sales Force: It's not just what, but how you sell that wins in the increasingly competitive world of pharmaceutical sales

This paper looks at the unique and challenging selling environment pharmaceutical salespeople now face, due to increasingly stricter policies set by legal and regulatory agencies, as well as individual medical centers. Forum reviews traditional selling practices in an environment that often provides sales reps less than 2 minutes to pitch their target. We then illustrate the benefits of taking an entirely different sales approach - one that focuses on gaining the doctor's trust and confidence, rather than simply imparting the details of the newest drug and dropping off product samples.
The Sales Managers Precarious Perch: How High-Performing Sales Managers Find Balance, Deliver Results

Sales managers constantly strive to strike the perfect balance between meeting immediate needs and future goals, between closing sales and mentoring new stars, between setting strategy and assuring its implementation. Learn more about how your sales managers can balance their priorities and achieve organizational success.
As the Economy Rebounds, Will Your Sales Force?: A revitalized economy requires new sales force and sales management strategies

Signs of an economic rebound are abundant. This new environment, while creating opportunity, also creates new demands for your sales force. Sales organizations that adopt recovery-oriented strategies and stay focused on the needs of customers will be rewarded with increased customer loyalty and repeat sales.
At a Loss for Words How Salespeople Squander Conversations with Senior-Level Customers, and What to Do About It

Having conversations with senior business leaders presents a new and difficult challenge requiring superior skill, preparation, and knowledge that only the most accomplished salespeople have mastered. High-performing salespeople are experts at using communication skills in sophisticated ways, so that their customers see them as adding exceptional value and insight to every conversation. Getting and staying at the top requires an understanding that the audience is unique, and the means to the end are different. The stakes are higher, and so are the expectations.


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