The Sales Management Platform

Make the team you have
the team you wanted.

Most sales teams are closer to their targets than they look. The gap isn't headcount or product. It's management quality, and it's fixable.

Talk to us "Hit your targets with the team you have."
Trusted by teams backed by
Towerbrook Rockpool BGF Mobeus Ethos

You have good data.
And limited visibility.

Most sales teams have more data than ever, and less clarity. Problems surface at the end of the quarter. Managers spend their week working out what is happening instead of doing something about it.

Good salespeople stall, not because of anything they have done wrong, but because the quality of the sales management framework isn't built into the company's operating model, meaning good sales people don't reach their potential.

This pattern repeats across sectors, across businesses, across twenty years of PE sales advisory work. It is not a technology problem. It is a management problem, and it is almost always invisible until it is expensive.

20
years of PE sales advisory experience behind the Effectiv methodology
77%
average CRM Discipline Score™ after 90 days, up from a typical baseline of 51%
Shareholder
Lift the lid on the black box of sales performance, with advanced and easy to use sales management.

Clarity for the manager.
Results for the business.

Effectiv connects to your existing CRM. It does not replace it. Within two weeks, your managers have a clear picture of what is actually happening, and what to do about it.

01

Pipeline intelligence

Effectiv continuously analyses sales behaviour, not deal flow. Sales Managers know who needs attention and can quantify the revenue potential and understand the path to get there.

02

1-2-1 preparation

Every manager walks into every 1-2-1 with the right context. No guesswork, no admin, but focused on how to get more revenue for the same cost.

03

Board-level confidence

Investors and senior leaders can see the quality of sales management, not just the output. The CRM Discipline Score™ makes pipeline integrity visible.

A number that tells you whether your pipeline is real.

The CRM Discipline Score™ is Effectiv's proprietary measure of sales rigour. It compares actual conversion rates against what those rates would look like if every deal had followed the correct sales process.

The gap between those two scenarios is where forecast risk lives. A score of 100% means perfect pipeline discipline. Most teams start around 51%. After 90 days with Effectiv, the average is 77%.

The Score is not a leading or lagging indicator. It is simply the most accurate picture of what is actually happening in your pipeline.

CRM Discipline Score™ · 90 days
77%
↑ 26 points from baseline
Behaviour value
over 20%
↑ sales capacity average improvement
Avg. deal value
9%
↑ average improvement
Setup time
2 weeks
CRM connection + baseline
CRM replacement
None
Works with what you have

The difference is felt
on both sides of the conversation.

"

My managers used to spend half their week trying to work out what was happening. Now they already know. The 1-2-1s are completely different conversations.

Sales Director PE-backed technology business, UK
"

We had a healthy-looking pipeline. Effectiv showed us it wasn't. That was uncomfortable, and exactly what we needed to hear before it became a missed year.

Chief Revenue Officer Series B business, 20+ person sales team
"

I've worked with Simon and the Sales Blueprint team for years. Effectiv is what happens when twenty years of advisory experience becomes a daily habit for your managers.

Partner Private equity firm, multiple engagements
"

The guys noticed before we said anything. Their managers were more prepared, more specific, more useful. That kind of thing changes how people feel about their jobs.

Sales Director Owner-managed business, 12-person team

Over 500 private equity deals worked on over a 20yr period.
One Platform.

Resource Centre

Guides, frameworks, and reference material for clients and partners. Access is by invitation.

Access resources →

Start a conversation.

We work with sales directors, CROs, and PE investors who want a clearer picture of what is happening in their teams. If that sounds like you, we'd like to hear from you.

We'll come back to you. No pitch decks. No automated sequences.

Message received.

Thank you. We'll be in touch.