Sales Effectiveness

Independent management consultants specializing in sales effectiveness

Umbrex connects our clients to independent management consultants with deep experience driving improvements in sales effectiveness. Over 90% of our sales effectiveness consultants are alums of McKinsey, Bain, or BCG. The majority also have industry experience in a sales leadership role.

How we help clients with sales effectiveness

Optimize the assignment of customer groups or geographical areas

Provide sales with the right content, tools, processes, and information

Enhance sales administration, recruiting, training, analytics, and planning

Design incentives to appropriately reward sales performance

Request the Umbrex Sales Operations Diagnostic Guide

Sales effectiveness experience at top firms such as:

Director of Sales, Europe and Americas

Vice President, Primary Care Sales

Northeast Leader, Enterprise Sales Effectiveness

Global Sales Transformation

Sales Executive Officer

Director of Sales Strategy

Director, Sales Operations

Vice President, Sales

Vice President, Sales Operations

Global Sales Operations & Training

Industry examples of sales effectiveness projects


For an oncology biotech company, designed the commercial models across 20 global markets in anticipation of new product launches.

Medical Devices

Led go-to-market redesign for a medical devices manufacturer that led to doubling of EBITDA. Redesign covered pricing, commercial policy, salesforce sizing, and channel structures.

Metals & Mining

For a global top five cement company, coordinated a network of 100+ sales professionals worldwide to spread commercial excellence best practices.


Led sales team in China for a global pharmaceutical company. Grew diabetes business unit revenues 20% in six months.


For a €23B software company, led successful global initiative to improve predictability for sales pipeline. Delivered standard sales processes, tools, and KPIs. 

What clients say

Insights on sales effectiveness from our podcast:​


Sales Effectiveness

Ron Hubsher


Sales Training

Nick Kane


Scalable Sales Teams

Hi Leva


Objectives and Key Results

Alex Bartholomaus

Insights on sales effectiveness from our members:

March 7, 2021
How to Become a Champion of Change Thought Leadership

How to Become a Champion of Change

Caroline Taich shares a  post on change and the skills you need...

March 6, 2021
An Informative Infographic on Pricing Thought Leadership

An Informative Infographic on Pricing

Ian Tidswell shares pricing information on creating and capturing value in...

March 5, 2021
Key Steps to Developing the Personal Brand  Thought Leadership

Key Steps to Developing the Personal Brand 

Susan Hamilton Meier was recently interviewed on The Whole Person Podcast...

Useful resources on sales effectiveness recommended by our members

  • National Association of Corporate Directors
  • Society for Corporate Governance
  • International Corporate Governance Network
  • Business Roundtable
  • The Handbook of Board Governance: A Comprehensive Guide for Public, Private, and Not-for-Profit Board Members 2nd Edition
  • A Carver Policy Governance Guide, The Policy Governance Model and the Role of the Board Member 2nd Edition
  • Tab Item Content
  • Tab Item Content
  • Tab Item Content
  • Tab Item Content
  • Tab Item Content
  • Tab Item Content
  • Tab Item Content

How to get started


Tell us about your project


Interview candidates

(We’ll provide bios within 48 hours on average)


Select your consultant and start work

Find a sales effectiveness consultant

or email us at: