Situation

Preiser Consultants was retained by a growing national private organization to navigate pending merger, sales strategies, and anticipated changes in leadership.

Interventions

Two facilitated interventions took place simultaneously—one with leadership and one with a large sales and marketing staff consisting of approximately 1,200 representatives.

To prepare all staff for the anticipated changed associated with the merger, DiSC type indicator assessments were provided to help with understanding of preferred work styles for collaboration, delegation and communication.

Specific process facilitation included:

• Identification of norms and core values
• Team building
• Objectives clarification
• Sales process analysis and training
• Process development

Results

Outcome highlights include smooth post-merger transition, record sales production over 12 months, two new products developed and marketed successfully.

For more information regarding this or other case study outcomes, please contact Preiser Consultants