PFM Asset Management – Empowering a Transition From Product-Led to Value-Centric


How do you best up-skill your sales team and customer engagement approach, to help improve outreach to new clients and drive growth opportunities with existing accounts?

This team at PFM Asset Management engaged the value experts at Genius Drive to develop customized in-person value sales training, empowering sellers with new content and skills to create new opportunities, win more business and drive expansion revenue opportunities.

As a result, the account managers were able to substantially improve the number and quality of new opportunities, improve win rates on new business acquisition, and achieve asset management growth within existing accounts.



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