SoftMark Associates


              Sales Strategy - Sales Effectiveness - Sales Operations
                                                                                                                                                             
        

Successes

SoftMark Associates is a company started with the goal to provide advanced sales strategy, sales operations and sales effectiveness services to the community of technology firms providing solutions to the financial services industry.  As this mission has evolved, the company has had the opportunity to successfully complete a number of important projects.  For example:

  • SoftMark Associates was engaged to assist a large Silicon Valley based company specializing in digital banking solutions to conduct a comprehensive review of their sales coverage and account management strategies.

  • A major international private equity firm engaged the company to assist in addressing the requirements for an international banking software firm to enter the U.S. market. 

  • Two North American financial institutions engaged the company to assist them in contract negotiations for the acquisition of new core banking applications. 

  • As digital banking requirements continue to grow and expand, two U.S. based financial institutions engaged the company to assist them with evaluation and negotiation of new internet banking and mobile deployment services. 

Whether you are a provider looking to improve your sales efforts or an institution looking to include vendor expertise in your solution acquisition or management efforts, SoftMark Associates can provide you assistance.

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