Service Areas: Sales & Marketing, Human Capital
Client Type: Private Equity Firm
Service Provider Types: Inventory Expert, Sales Training Leader, Interim CEO
Industries: Manufacturing, Building Products
A private equity firm had multiple pressing needs across its holding companies. It needed a centralized resource that could reliably provide industry-specific, high-quality third parties for multiple projects.
Facing a range of critical needs from inventory management to sales optimization and executive leadership, the firm sought efficient and effective solutions, emphasizing the need for high-quality, specialized service providers.
BluWave leveraged its network to quickly match the firm with tailored resources on multiple projects:
1) Inventory Management: For the first portco, BluWave sourced a third-party service specializing in precise inventory counts, addressing discrepancies and audit requirements.
2) Sales Process Enhancement: A consultant was brought in to revamp the sales process for a company reliant on digital marketing and inside sales, focusing on training and process implementation for a second portco.
3) Interim CEO Placement: In a critical leadership transition, BluWave provided an interim CEO with the right expertise to stabilize operations and align sales and marketing efforts during a sensitive period. This temporary leader worked closely with the inventory management resource BluWave provided.
We rolled out new training in the first month and continued with enhancements in the second month.
These trainings are very practical and involve role-playing, sharing of use cases and looking at reps’ current work/activities to improve.
-Sales Leadership Service Provider
The PE client’s high expectations were met across board:
1. The first portco achieved a complete and accurate inventory assessment, crucial for financial transparency and operational readiness during peak seasons. The leader BluWave connected to help with this project then worked closely with the interim CEO.
2. The sales-focused portco enhanced lead conversion rates through improved training and process adjustments, driving revenue growth.
3. The swift placement of an interim CEO prevented potential disruptions during a pivotal leadership change, ensuring continuity and strategic focus. This temporary executive collaborated well with the inventory resource.
Assertive. Was very attentive and understood the requirements very quickly. They devised a plan, provided it in writing and dealt with both internal staff and external parties on our behalf very professionally.
They were pleasant to deal with as was all of the staff the provided to count the inventory. The tracking system they used for the engagement was equally impressive and provided data quickly and efficiently.
-Portfolio Company CFO on Inventory Management Resource
Effective communicator, strong orientation towards metrics and hyperfocused on the ‘big rocks.’ Pleasure to work with as always! Responsive, timely and thoughtful.
Vice President at PE Firm on Sales Resource
