Pioneer Road Services required a review of all sales and marketing processes and systems. The outcome was aimed at documenting the strategic planning process using all inputs and outcomes to share as part of the company policy and planning manual.
This included how and where do management gather information on prospective customers, changes in technology, competitive information SWOT and PEST analysis, but more importantly, how is this information shared across the organisation to be acted on for business growth.
The result was a process of defining roles and responsibilities, reviews and internal collaboration processes to link business intelligence together in defined time frames. The outputs from the strategy plan, with a 3-5 year time horizon, were built to flow into the marketing plans covering a 12-18 month operational time frame. Progressively more detail was built into each document eventually covering the sales action plans and all market placed activity for the defined period. Feedback to the process via customer surveys and quantitative management report data allowed refinement of actions into target markets.