Consistently Increase Production
Through Sales Accountability
Accelergy Consulting works with lines of business within Banks & Credit Unions to implement a customized Sales Accountability System.
We generate consistent results by partnering with everyone from C-suite leaders to frontline producers to install a framework that aligns with the unique needs & culture of each organization.
Accelergy Consulting has developed a proven Sales Accountability System consisting of five core pillars that when combined produce consistent results for any line of business.
Sales Processes are the foundation for any line of business, yet too often they aren't properly identified, leading to missed opportunities and underperforming team members. Accelergy develops a framework for Client & COI processes that are customized to the organization's needs and culture.
Puppies need training - sales professionals need coaching and personalized development. Accelergy installs a system that is focused on maximizing the potential of everyone from veteran producers to new team members.
CRMs can be an invaluable tool, yet they are routinely misunderstood and misused by sales teams. Accelergy takes a simplistic approach that yields 100% adoption and provides invaluable insights for talent evaluation, individualized coaching and early-stage pipeline management.
Coaching & accountability is typically a focus for producers, but rarely are enough efforts dedicated to developing the talent of the coaches doing the coaching. Accelergy implements processes that provide structure for leader development at all levels.
Because of our top-down, bottom-up approach, Accelergy gets to know the line of business in ways a C-suite leader never could, which allows us to uniquely advise executives and assist in the execution of key strategic initiatives.
Chief Banking Officer
“I have been in the banking industry for over 20 years, and I thought I knew everything about sales process. But as I began to see what Accelergy diagnosed – and how they diagnosed it – I knew the Small Business team had plenty of room for improvements.
"Accelergy’s affiliation with Seacoast runs much deeper than the typical consultant-consultee relationship. It has been a true partnership, in which they are invested in the success of the Line of Business and individual team members."
Areas of Focus
Accelergy has expertise implementing and generating results with our Sales Accountability System with the following lines of business:
Call Center / Consumer Lending
EVP Residential Lending
“I have to admit I am not a big fan of consultants. After 35 years in the banking industry I've worked with many of the big name firms that never seem to meet expectations.
"What makes Accelergy different is they do what they say they will do in the timeline in which they say they will do it. They get stuff done that has an impact on production while helping to build our sales culture."
Unlike some consulting firms that have a cookie-cutter system, Accelergy takes a hands-on approach with a unique philosophy when working with a line of business.
Don't Break What's Already Working
Accelergy never comes into an organization trying to make wholesale changes. We take what is already being done well and identify key opportunities to drive incremental production.
Identify the Beachhead
to Attack First
If we try to address everything at once we will likely achieve very little, which is why Accelergy starts small to identify & prioritize the opportunities and develop a plan to quickly take action.
Accelergy doesn’t have a cookie-cutter system that is pushed down into an organization. We work with leaders and front-line team members to build a process that fits the organization's needs & culture.
on the First Date
We want to get to know you as much as you want to get to know us, which is why we start with short-term commitments to ensure a good fit for both and that progress is continually being made.
Partners Federal Credit Union
As Disney's employee credit union, Partners has three distinct regions that it serves:
Anaheim, CA (Disneyland Resort)
Burbank, CA (Disney's Corporate Headquarters)
Orlando, FL (Walt Disney World Resort)
Learn how Accelergy implemented a Sales Accountability System that established & aligned sales processes across regions and drove 79% growth in the middle of a pandemic.
Meet the Team
Commercial Banking Director
“What sets Accelergy apart from other consulting firms is they go beyond the normal scope of work to obtain buy-in at every level of the division. More importantly, they get to know every single banker on a personal level. Instead of just telling them about an issue I was having with a team or person, they jumped in to provide real-time support and coaching that had an immediate impact.”