Testimonials

Optimizo is very proud of the trusting relationships we have built over the years with our clients across North America. We are grateful for their testimonials and would be pleased to provide references upon request to speak with any of these executives.

Here is what they have to say about Optimizo:

“Optimizo’s unique benchmarking scoring process is a great tool to initiate continuous improvement discussions around accelerating organic growth.”

Luc Desjardins – CEO, Superior Plus (a $6 billion leader in gas & industrials)

“Working through Optimizo’s Executive Strength Discovery Questionnaire was instrumental in setting the stage for productive goal setting and leadership opportunities in my role as CEO.”

Ken Swanson – CEO, Liqui-Box and Chairman of the Flexible Packaging Association (Liqui-Box is a global leader in flexible packaging)

“Within the first 3 months, Optimizo was able to identify and deliver on a game changing solution which broke the silos between Sales, Engineering and Marketing.”

Jan Lembregts – Investor and former CEO, IPL Plastics

“Coaching really works when well done! A structured approach combined with good coaching skills has quickly impacted my team and my leadership influence in the organization.”

Michel Bergeron, Senior vice President, Business Development Bank of Canada

“Anne has the ability to synthesize and simplify complex B2B issues. She is an asset to any team that wants to increase its growth potential!”

Ally Motz – President and CEO of Sirius Decisions Canada (world’s leading source for business-to-business sales and marketing best practices, research and data)

“Anne was my “right hand person” in the development and implementation of new processes related to growth. I recommend Optimizo to any leader seeking to work with a consultant who delivers concrete results AND supports strategy execution.”

François Olivier – CEO, Transcontinental (leading North American printing and publishing company with over $2 billion in revenue)

“Optimizo’s 360 degree Diagnostic revealed some unexpected insights, and with their best practice support and facilitation, our Front-End executives were able to implement new processes that will help us integrate future acquisitions into the “Dexter Way”, while also increasing the resale value of our company.”

Adam Dexter – CEO, Dexter Axle

“We partnered with Optimizo to address and resolve our sales effectiveness challenges. Their collaborative process was instrumental in the successful execution of new procedures.”

Jeff Willis – Senior Vice-President, RSG Roofing Supply Group

“Optimizo is great at taking abstract Front-End issues, producing a tangible roadmap and developing pragmatic, specific actions that lead to success. The team’s dynamic and collaborative style led to a much-appreciated, “we’re in this together”, attitude.”

Francis Carr – Board Member, Dexter Axle

“We are humming! Collaborating with Optimizo has put us on track. We’ve developed much more manufacturing muscle, and integrating sales and operations places us in an ideal position, both internally and for investors.”

Bryan Thursby – VP, Sales and Marketing, Dexter Axle

“Anne is my leadership coach and trusted advisor. As such, my calls with Anne have become a priority; they allow me to continue to challenge myself to get better.”

Greg Elliott – Partner, The Sterling Group (a $1.2 billion private equity firm based in Texas)

Case studies

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RSG is a Texas-based distributor of roofing supplies, with over $1.0 billion in revenue and a sales force of 200 sales representatives.
The challenge for RSG was sales management and helping reps deal with price pressures. Optimizo came in and helped RSG to develop and launch a new fully customized sales process which ultimately generated a revenue growth of 19% and a margin increase of 2%.
The Mandate:
In 2012, the CEO of RSG and their partners at the Sterling Group hired Optimizo to help them align their operations, develop and implement new processes and instill an evolved sales management culture. With a substantial and scattered salesforce as well as challenges in leadership management at the branch level, RSG felt the need to optimize its sales process through extensive sales training and key customer value driver identification while building on its customer-centric approach, a key strength at RSG.
The Optimizo Approach:
Through an extensive interview process with key stakeholders and rigorous data mining and analytics, Optimizo discovered eye-opening trends and patterns which allowed RSG to rethink its Go-To-Market approach, make the necessary adjustments to its sales process and tightly package its offer to demonstrate value to customers. Objectives were attainable with clear steps and Optimizo’s help in finding the right training program and vendor also contributed to RSG moving upward on the Integration Growth Benchmarking Scale. In fact, through Optimizo’s continued support, RSG went from an initial score of 1.5 to a score of 7 within 18 months.
OPTIMIZO’S  INTEGRATION GROWTH BENCHMARKING SCALE
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The Results:

Through these concerted efforts and relentless collaboration, RSG reached its ambitious sales objectives which represented a 10.5% increase in sales. RSG also achieved 2 extra margin points by scaling higher levels on the Optimizo Integration Growth Benchmarking Scale, thereby increasing its resale value for  investors.
Testimonial
“We partnered with Optimizo to address and resolve our sales effectiveness challenges. Their collaborative process was instrumental in the successful execution of new procedures.”
Jeff Willis – Senior Vice-President, RSG Roofing Supply Group
Dexter is a leading manufacturer of axles, with sales of over $350 million and a network of 350 distributors worldwide.
This successful and growing company was seeking to expand into new segments and Optimizo helped Dexter by developing more formalized marketing processes and a new sales management structure that generated a sales funnel increase of 30% in the first 6 months.
The Mandate:
In line with its continuous improvement philosophy, Dexter Axle, a very successful and disciplined company, wanted to improve its Front-End processes in order to leverage its unique strengths and ensure its continued financial growth. As such, Dexter realized that marketing planning and budgeting processes were somewhat intuitive and company executives felt the need to align marketing efforts with the sales representatives’ sales cycle. In addition, Dexter wanted to speed up its innovation product development process for key strategic products and better manage its innovation funnel.
The Optimizo Approach:
Based on its 360 degree diagnostic, Optimizo co-created tailored solutions to align Dexter’s Front-End processes through the alignment of the sales, marketing and innovation funnels, a process which was later branded internally as the F.O.C.U.S. growth process (Funnel Opportunity Consistent & Unified Strategy).
Optimizo’s diagnostic services also helped unearth ways of making the sales cycle even more efficient and provide optimal sales coverage and marketing structures for the company. Optimizo’s exclusive support solutions facilitated  the implementation of new stage-gated processes and KPIs which allowed Dexter to standardize its selling approach and create an efficient sales management process.
Finally, Optimizo’s unique collaborative approach and execution tools helped Dexter to develop a customized and market-driven segmentation strategy that directly contributed to increase its market share.
OPTIMIZO’S  INTEGRATION GROWTH BENCHMARKING SCALE
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The Results:

All these combined efforts resulted in an 18% organic sales growth born from Dexter’s pre-existing strengths which also generated 15-20 extra share points. Dexter also increased its market share from 40% to 70% while dramatically increasing its prospecting sales funnel by 30% in just a few months.
Testimonial
“At first I resisted changing our formula, but after going through the entire Optimizo process, we increased our prospecting funnel by 30% in just 3 months, and developed stronger support tools for our reps.”
Bryan Thursby – VP Sales and Marketing, Dexter Axle
“Optimizo is great at taking abstract Front-End issues, producing a tangible roadmap and developing pragmatic, specific actions that lead to success. The team’s dynamic and collaborative style led to a much-appreciated, “we’re in this together”, attitude.”
Francis Carr – Board Member, Dexter Axle

Our Clients and Partners

Who have we worked with?

Over the past years, here are the North American companies that we have worked, coached, trained or consulted with: