1. For Sales Calls
  2. For Onboarding Sales People
  3. For Product/Service Training
  4. For Process & Software Training
  5. For Communicating Updates To Sales People

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One Tool That Solves Four Knowledge Transfer Challenges At Once…

Sales Call Execution

  1. New Customer Acquisition
  2. Customer Onboarding
  3. Cross-selling
  4. Win-backs

Sales Onboarding

  1. Product/Service
  2. Pricing
  3. Company
  4. Systems

Technical Training

  1. Product/Service Training
  2. Pricing Training
  3. Process Training
  4. Systems Training

Updating Sales People

  1. Product/Service Updates
  2. Pricing Updates
  3. Process Updates
  4. System Updates

Navigating Complex, Technical Conversations Is Made Easier With TheNaviGuide™

Using TheNaviGuide™

Before Using TheNaviGuide™

What Is TheNaviGuide™?

TheNaviGuide™ is a “real-time” knowledge transfer tool used to facilitate complex, technical conversations.

It’s unique in that it: 1) visually presents an interactive decision tree that gets people on the same page at all times during conversations, and 2) provides both parties with live-time, instant access to the right:

  1. Questions to ask at the right time to pinpoint the buyers highest priority challenge
  2. Objection handling techniques and information to present at the right time
  3. Support documents to present at the right time
  4. Application of sales call best practices, lessons learned and general selling skills i.e. SPIN, Consultative, Challenger, Solution Selling and most other sales techniques
  5. Explanations, demonstrations, and/or solutions to present to the buyer at the right timeRecommendations, pricing and proposals to present at the right time

TheNaviGuide™ Makes Knowledge Transfer Easy While Helping You Extract Value From Traditional Static  Knowledge Management Systems

TheNaviGuide™ Anticipates, Organizes and Maps the most precise sequence of questions, answers, statements and documents required to complete the exchange of information during a conversation:

  1. Order the information in a logical and understandable way
  2. Use the least amount of questions, answers and statements possible
  3. Answer questions that people do not know or commonly forget to ask
  4. Make the exchange predictable from exchange-to-exchange and person-to-person
  5. Consistently apply best-in-class selling skills, lessons learned and sales call best practices

TheNaviGuide™ Relies On The Precise Exchange Of Information Between People and Groups – – rather than a one way pitch of information – – to:

  1. Prove the seller has the expertise, experience, technology and approach to solve buyer problems
  2. Focus the sellers attention on the buyers situation, problems, wants and needs
  3. Reduce the risk of confusing or offending the buyer
  4. Avoid wasting time explaining things that are irrelevant to the buyer

TheNaviGuide™ Uses One Document To Create A Visual Frame Of Reference that gets and keeps people on the same page at all times during the exchange of information to:

  1. Reduce confusion and friction between the buyer and the seller
  2. Allow more information to be presented and reviewed in a shorter period of time
  3. See exactly where they are in the exchange of information
  4. Keep from distracting technical experts with questions about the information

TheNaviGuide™ Visually Presents All Information And Documents using simple, non-persuasive language, images and graphics to:

  1. Reduce verbal delivery of questions, answers, statements and documents
  2. Ensure uniform delivery from call-to-call and sales person-to- person
  3. Minimize distractions, confusion and talking too much
  4. Reduce time required to review, translate and understand the information
  5. Make it easier to memorize and remember information

TheNaviGuide™ Uses One Click To Instantly Access Information And Documents at the exact moment they’re needed during the exchange of information to:

  1. Keep from pausing or prematurely ending conversations
  2. Avoid wasting time coordinating and scheduling multiple meetings or calls
  3. Minimize disrupting technical experts and sales managers
  4. Eliminate searching for and retrieving information
  5. Enable sales people to zoom in and out of as well as switch between conversation sequences

TheNaviGuide™ Is Updated Multiple Times Each Day To Enable Instan Use of the most up-to-date information and conversation sequences without stopping to:

  1. Search for, open and review the update
  2. Translate and figure out where the update fits into the conversation sequence
  3. Update or create their own slides or handouts to present the changes to the buyer during the call
  4. Distract technical experts with clarifying questions

TheNaviGuide™ Uses Any On-Line or Off-Line Software That Has Hyperlinking Capability to:

  1. Provide instant access to information, documents and websites
  2. Enable use by phone or face-to-face i.e. in multiple settings
  3. Be used on multiple types of  computers i.e. desktop, laptop, tablet or smart phone
  4. Limit training time for administrators and users

TheNaviGuide™ Automatically Documents the choices made by the buyer during the exchange of information to:

  1. More consistently record history notes and next steps
  2. Reduce the time required to record buyer requirements and build proposals
  3. More accurately track sales  opportunities
  4. Reduce time gathering data for account planning
  5. Enable sales calls to be used as qualitative market research

TheNaviGuide™ Provides Facilitation Notes For The Seller

  1. Speeds training of new and existing sales people
  2. Provides coaching tips on how to use the slide
  3. Shares specific goal(s) for the conversation at that moment in time
  4. Offer tips on key words and phrases to use and to avoid using

TheNaviGuide™ Can Be Used During Any Sales Call, Any Time, Any Where, On Any Device


TheNaviGuide™ aided us in visualizing and constructing an interactive sales call and new sales rep onboarding tool that streamlined our sales process. Chief Sales Executive Advisors™ expertise for driving sales in a complex selling environment helped set us on a course for a much improved revenue growth. Ryan Stillwell

Chief Operating Office, Vantage Production

We used TheNaviGuide™ to help us optimize our sales process at SlideRocket and deliver concrete results during sales calls and with training new sales people.  Chief Sales Executive Advisors™ provided us with a rare combination of being able to talk about the high-level strategy as well as the in-the-trenches details. Mike Lingle

Co-Founder, SlideRocket (now ClearSlide)

Chief Sales Executive Advisors™ did a great job of helping one of our business units accomplish a complete overhaul in their structure, accountability and financial metrics for their business. They provided skillful handling of the considerable change management issues that came with the overhaul. John Bidwell

Chief Innovation Officer, Chubb Insurance