Sales Is the #1 Driver of Value Creation.
It's Also the Least Measured.
Most industrial sales orgs get fixed by accident, and most sales problems aren't even where management thinks they are.
Ed brings empirical measurement, predictive assessment, and engineering rigor to the one part of every value-creation bridge still built on guesswork.
The Top Sales Problems Ed Sees
Three audiences. Three versions of the same fundamental problem: sales is the least-measured part of the value-creation bridge.
Diligence Never Looked Here
- Diligence checked the moat, never the sales team
- Bolt-ons underperform on revenue post-close
- Sales-leadership churn at portcos
- Forecasts you can't take to LPs
- IRR slipping from slow organic growth
“Is It People Or Process?”
- EBITDA growth is inadequate, no one knows why
- Board wonders if you have the right sales leader
- Sales turnover is high, no track record of hires
- Sales is “coordinated,” not managed
- Messaging is all about what you make
Reorders Are Drying Up
- New-logo motion is broken
- Sales team are order takers, not closers
- Inbound is drying up, no prospecting motion
- Owner is still doing too much of the selling
- No CRM discipline, no pipeline rigor
Ed Marsh
Ed was going to be an architect, before he was going to be an engineer, before he graduated from Johns Hopkins, before he was an Army Infantry Officer (Airborne Ranger), before he set B2B industrial sales records, before he was partners with a German capital equipment manufacturer, before he founded a distribution company for industrial products in India, until he concluded that managing operational details wasn't what he enjoyed and started helping others.
Today, Ed works exclusively with lower-middle and middle-market industrial manufacturers and their private equity sponsors to build predictable, scalable organic revenue growth.
Where Does Your Revenue Engine Sit on the Curve?
Most industrial companies don't know what 'good' looks like. The maturity model gives you a benchmark, and a roadmap to the next level.
There are four levels of sales and marketing maturity in industrial companies: laggard, average, strong, and leader. Most companies sit at average and don't know it, because they're benchmarking against their direct competitors instead of against what's actually possible. The maturity model assesses 17 dimensions of revenue function, from ICP definition through forecasting through hiring through sales technology, and tells you exactly which dimensions are dragging the others down.
What separates a 'strong' organization from an 'average' one usually isn't budget or headcount. It's whether the basics (defined ICP, real sales process, accountable CRM use, predictive hiring) are actually in place and being used. Most aren't.
The Four Maturity Levels
- Laggard: no defined process, gut-feel everything
- Average: has tools but doesn't use them
- Strong: disciplined execution of fundamentals
- Leader: continuous improvement and IP
Overall Revenue Effectiveness™
Why Most Industrial Sales Orgs Are Average
The Maturity Model Walk-Through
17 Dimensions Assessed
- ICP & buyers · Onboarding · Methodology
- Sales math · Process · Playbooks
- Qualification · Forecasting · Hiring
- Comp plans · Tech stack · Trade shows
- AI · Training · Coaching · Enablement
Maturity Score Card
Maturity Model Workshop
From Average to Strong: The First Three Moves
Overall Revenue Effectiveness™
If your sales team is struggling, the problem might not be sales. ORE is the comprehensive diagnostic that audits your entire revenue engine (strategy, marketing, technology, and sales) as one integrated system.
An audit of your whole revenue engine, not just sales.
Most industrial revenue problems aren't where management thinks they are. Sales gets blamed because sales is where the number gets missed. But when Ed runs the diagnostic, the actual breakdown is usually upstream: marketing failing to deliver leads at the right buying intent, technology that doesn't track lifecycle revenue, or a corporate strategy that doesn't actually map to who buys from you.
ORE is the audit that finds the real problem. It's a yes/no diagnostic built on the same engineering rigor you already apply to your shop floor. The default answer is "no." If you have to check with your team, that's also "no." Companies that score high are vanishingly rare, and the ones that do are the ones with predictable, scalable organic growth.
The default answer is "no." If you're not sure, the answer is no. If you have some of a list in place but not all, the answer is also no.
Most Industrial Sales Teams Don't Have a Playbook
Methodology, process, playbooks, battle cards, qualification scorecards. The artifacts that drive predictable revenue are missing, and most leaders don't know how to build them.
There's a difference between methodology and process. Methodology is the philosophy: Sandler, Challenger, MEDDIC, Solution Selling. Process is the operational sequence your reps follow inside that methodology: what they do at each stage, what they need to advance, what tools they use, what data they capture. Most industrial sales orgs have neither. They have a CRM with stage names that mean nothing, reps who run discovery the way they always have, and a manager who runs forecast calls by asking 'how confident are you in this deal?'
The artifacts (battle cards, qualification scorecards, discovery question libraries, pre-call plans, objection handling guides) are what turn methodology into daily practice. Without them, you're hoping every rep figured it out on their own. Most haven't.
What a Real Playbook Contains
- Defined methodology for complex B2B
- Sales process synced to CRM pipeline stages
- Battle cards for competitive deals
- Qualification scorecards & deal criteria
- Pre-call planning templates
- Discovery question libraries
Quality of Sales
Methodology vs. Process: Why Most Teams Confuse Them
Building Battle Cards Reps Actually Use
Battle Card Essentials
- Competitive landmines to surface early
- Trap questions for incumbents
- Proof points by buyer persona
- Objection handling scripts
- Pricing anchor points
Discovery Question Library
CRM Process Sync
MEDDIC Sales Methodology
67% of Industrial Sales Hires Fail Within 18 Months
Predictive assessment identifies who will succeed before you extend the offer. Most industrial companies still hire on resume and gut feel, and get exactly the average results that approach delivers.
Resumes have 18% predictive validity for sales success. Personality tests, 20%. Reference checks, 23%. Even IQ tests only get to 51%. The only assessment with documented predictive validity above 80% is sales-specific assessment, built on years of data correlating individual rep traits and behaviors with actual field sales outcomes. Most industrial companies don't use it. They keep hiring the candidate who interviewed well, then act surprised when 67% wash out within 18 months.
The fix isn't a better recruiter or a better interview process. It's an engineered hiring system: predictive assessment first, structured interview second, scorecard-based decision third. Same rigor your engineering team applies to component sourcing, applied to the most expensive component in your revenue function.
Why Traditional Hiring Fails
- Resume bias: past success ≠ transferable
- Interview theater: charisma ≠ competence
- Reference checks are curated
- Industry experience masks real gaps
- Charm correlates with hiring failure
Why Sales Hiring Fails
Quality of Sales
Why Industrial Sales Hiring Fails
The 2σ Hiring Standard
21 Sales Competencies Assessed
- Hunting · prospecting · qualifying
- Competitive selling · presentation skills
- Closing · sales process discipline
- CRM use · pipeline management
- Coachability · learning agility · grit
Sales Candidate Scorecard
30-60-90 Onboarding Plan
Objective Management Group
Quality of Sales
An empirical MRI of your sales team: the only diagnostic that tells you whether the people you have can actually execute the value-creation thesis you've underwritten.
Most sales teams get fixed by accident. Someone leaves, someone gets promoted, a new manager tries something, and a year later you can't tell whether anything actually changed. Quality of Sales is the framework that brings the same engineering rigor to your revenue function that you already apply to the shop floor. Built on Objective Management Group assessment science. Used by PE sponsors in diligence, integration, growth, and troubleshooting. Not training. Not coaching. The diagnostic that comes before any of those decisions get made.
Predictive Validity by Hiring Method
21 sales-specific competencies. Individual rep level. Team aggregate level.
QoS measures whether each rep can sell new logos, expand margin, navigate complex buying committees, handle resistance, prospect proactively, and twenty other things that determine whether your investment thesis is realistic, or aspirational.
It's not a personality test. It's not a behavioral inventory. It's the only assessment whose data science team continuously validates findings against actual field sales results, with biannual independent certification.
The Most Misunderstood Role in Industrial Sales
First-line sales managers are usually promoted top reps, and almost always lack the skills the role actually requires. Coaching, accountability, pipeline management, talent development.
The skills that make someone a great rep have almost nothing to do with the skills that make someone a great sales manager. Great reps are individual contributors who close deals. Great managers coach other people to close deals, which means they spend their day asking diagnostic questions, holding people accountable to process, and developing talent that will eventually outgrow them. Most newly promoted managers do none of these things, because nobody ever taught them how. They run forecast calls, send pipeline reports, and try to close their team's deals for them.
The fix is structured sales management training and a defined operating cadence: weekly 1:1s with a coaching agenda, pipeline reviews with inspection, deal reviews that build skills rather than rescue deals, and accountability for the leading indicators that actually move the lagging ones.
What Great Sales Managers Actually Do
- Coach, not close: develop the rep, not the deal
- Inspect process and effort, not just outcomes
- Hold accountability to leading indicators
- Recruit continuously, not reactively
- Develop talent that will outgrow them
The Top-Rep-Promoted-to-Manager Trap
Coaching vs. Managing
1:1 Coaching Agenda
First-Line Manager Development
5 Coaching Mistakes
- Pep talk masquerading as coaching
- Closing the rep's deal for them
- Focusing on outcomes, not process
- Coaching the average rep harder than the top rep
- Skipping 1:1s when things get busy
Pipeline Reviews That Actually Work
Sales Maturity Model
Comp Plans Drive Behavior. Most Drive the Wrong Behavior.
Salespeople do exactly what you pay them to do. If your comp plan rewards activity over outcomes, units over margin, or new logos over expansion, you're getting exactly what you designed.
Compensation design is one of the highest-leverage and least-understood levers in industrial sales. Most plans are built by HR using a template, signed off by finance, and never revisited until the year they're catastrophically misaligned with strategy. The result: reps who hit quota but don't move the metric the business actually cares about. Reps who chase volume and crush margin. Reps who farm existing accounts because that's where the path of least resistance lies.
Good comp design starts from strategy (what is the business trying to do this year?) and works backward to the behavior that produces it. Then it picks measurable proxies for that behavior, sets achievable-but-stretching targets, and builds in accelerators that reward overperformance without bankrupting the business.
Comp Plan Diagnostic Questions
- Does the plan align with this year's strategy?
- Are accelerators rewarding the right behavior?
- Is the on-target earnings competitive in your market?
- Are clawbacks discouraging the wrong things?
- Can a rep predict their commission from their pipeline?
Why Most Comp Plans Fail
Designing Comp for Industrial Sales
Comp Plan Design Worksheet
Quota Setting for Industrial Sales
5 Comp Plan Red Flags
- Top reps are sandbagging into next quarter
- Average reps hit quota every year
- Margin is dropping while volume rises
- New-logo deals aren't growing
- Reps gamification rather than selling
When to Change Your Comp Plan
Alexander Group
Buyers Don't Buy Machines. They Buy Outcomes.
Reduced downtime. Faster throughput. Lower TCO. Engineered reliability. Reshape your sales conversation from 'what we make' to 'what you get.'
Industrial sales teams love their products. They know the specs, the engineering, the manufacturing process. Then they get in front of a buyer and recite all of it, and wonder why the buyer's eyes glaze over. The buyer doesn't care about your specs. The buyer cares about throughput, downtime, total cost of ownership, regulatory compliance, and how this affects the metric their boss measures them on. Outcome-based selling is the discipline of starting every conversation on the buyer's side of the table: what are you trying to achieve, what's getting in your way, and how do we get from here to there.
The reframe is mechanical: every spec on your product sheet maps to an outcome. 'Stainless steel construction' becomes 'eliminates corrosion-related downtime.' 'PLC integration' becomes 'plugs into your existing line without retooling.' 'Modular design' becomes 'expandable as your throughput grows.' Same product. Buyer-side language.
Spec → Outcome Translation Examples
- Stainless construction → no corrosion downtime
- PLC integration → no line retooling
- Modular design → expandable throughput
- ISO certification → audit-ready compliance
- 5-year warranty → predictable operating cost
From Specs to Outcomes
Selling Industrial Outcomes
Outcome Discovery Script
Five Buying Decisions
ROI Calculator Templates
Outcome Categories for Capital Equipment
- Throughput & uptime
- Total cost of ownership
- Regulatory & compliance
- Quality & yield
- Workforce & ergonomics
Pricing on Outcomes, Not Cost-Plus
Buyers Make Five Decisions. Most Reps Only Address One.
Industrial sales teams focus on vendor selection. They miss the earlier decisions where deals actually get approved, or where they die in 'no decision.'
There are five decisions a buying committee makes during a complex industrial purchase. Decision 1: should we even commit internal resources to evaluate this? Decision 2: should we request capital from finance? Decision 3: should the board or committee approve the capital? Decision 4: how will we choose a vendor? Decision 5: which vendor do we pick? Most sales teams pour 100% of their effort into Decision 5. They miss Decisions 2 and 3 entirely, and those are the decisions where most deals quietly die.
When a deal ends in 'no decision,' it's almost never a vendor selection problem. It's a Decision 2 or 3 problem: the buyer's internal capital request never got made, or got made and got rejected. Your champion needed ammunition you didn't give them. Your rep didn't know the request was happening. The deal you thought was 50/50 was actually decided weeks ago without you in the room.
The Five Decisions
- 01 · Commit resources to evaluate
- 02 · Request capital from CFO
- 03 · Approve capital (board/committee)
- 04 · Set selection criteria
- 05 · Pick the vendor
Full Framework Page
Five Buying Decisions Deep Dive
Buyer Indecision and Status Quo
Decision 2 Discovery
Decision 3 Discovery
Buying Committee Roles
- Champion · the internal seller
- Economic buyer · holds the budget
- Technical buyer · evaluates capability
- User buyer · lives with the outcome
- Coach · provides intel, no authority
Stalled Deal Diagnostic
Buyers Make Five Decisions. Most Reps Only Address One.
Most industrial sales teams focus on vendor selection. They miss the earlier decisions where deals actually get approved, or where they die in "no decision."
Where the Deal Actually Gets Won or Lost
Hover any decision to see what really happens at that step, and what reps usually miss. The two flagged decisions are where most deals quietly die.
The buyer's first internal decision: should we even spend time on this? It's a champion making the case to peers. If your rep isn't helping the champion build that case, they're not in the deal yet.
This is where most deals die. The champion goes to finance to ask for budget, and most reps never see it happen. They learn weeks later when the buyer says "we got the green light" or "finance wants to wait."
The decision your rep is completely absent from. Capital request goes to a board or committee. Multiple stakeholders ask hard questions. Your champion needs ammunition you've given them: proof points, ROI math, risk mitigation.
Once budget is approved, an evaluation team decides HOW they'll choose a vendor. The criteria they pick favor whichever vendor influenced the buyer earliest, usually the first vendor contacted.
The actual vendor selection. This is where most sales teams focus 100% of their attention: demos, pricing, features, references. By this point the deal has already been won or lost in the previous four decisions.
People on the average industrial buying team. Each one represents a decision your rep has to navigate.
The first vendor contacted often wins the order. The deal starts before you know it's a deal.
Most buyers prefer a sales-rep-free experience until deep into the buying journey.
If You Can't Model the Funnel, You Can't Forecast the Year
Pipeline coverage. Conversion rates. Sales velocity. Deal size. Most industrial sales orgs run on instinct. Funnel math turns instinct into engineering.
Funnel math is the engineering discipline applied to revenue. It's the calculation that says: given my historical conversion rates between stages, given my average deal size, given my average sales cycle, and given the pipeline I have today, what's the probability I hit my number? Most industrial companies don't have these inputs. They have a CRM with stages but no measured conversion rates. They have closed deals but no average cycle time. They have a quota but no pipeline coverage ratio. So they forecast by feeling.
The fix is mechanical: clean stage definitions, disciplined CRM hygiene, measured conversion rates, calculated coverage ratios, and a model that connects pipeline today to closed revenue six to twelve months out. Once it exists, forecasting becomes a math problem instead of a vibes problem.
Funnel Math Variables
- Pipeline coverage ratio (3x, 4x, 5x?)
- Stage-by-stage conversion rates
- Average sales cycle by deal type
- Average deal size by segment
- Win rate by source
Pipeline Coverage for Industrial Sales
Funnel Math for Capital Equipment
Funnel Modeling Spreadsheet
Sales Velocity Calculation
Quality of Sales
Conversion Rates That Matter
- MQL → SQL conversion
- SQL → opportunity conversion
- Opportunity → proposal
- Proposal → verbal commit
- Verbal → closed-won
Why Your CRM Conversion Data Is Garbage
Your Forecast Is Wrong. Here's Why.
Industrial sales forecasts are usually fiction: built on rep optimism, manager wishful thinking, or sandbagged numbers. Real accuracy comes from process, not from asking reps how confident they feel.
Most sales forecasts miss by 20–40%. They miss because they're built on the wrong inputs: rep feelings about their deals, manager guesses based on history, finance pressure to hit a number that was set six months ago and has nothing to do with current reality. Real forecast accuracy comes from a forecast process: defined deal stages with objective entry criteria, regular pipeline inspection, deal-level qualification scorecards, and a forecasting cadence that catches problems early enough to do something about them.
The hard part isn't the math. The hard part is the discipline: getting reps to update CRM weekly, getting managers to inspect deals instead of rescue them, getting finance to trust the data, and getting leadership to treat the forecast as a decision-making tool instead of a stick to beat the team with.
Forecast Accuracy Drivers
- Clean data: reliable CRM hygiene
- Defined stages with entry criteria
- Inspection process by sales managers
- Forecast cadence (weekly / monthly)
- Accountability for accuracy, not just attainment
Why Sales Forecasts Are Always Wrong
Building Forecast Discipline
Forecast Confidence Scorecard
Pipeline Inspection Routine
Quality of Sales
5 Forecast Smells
- Hockey-stick close at end of quarter
- Same deals slipping month after month
- Reps' confidence doesn't match data
- Manager forecast ≠ rep forecast
- Big deals always 'one more thing'
Forecast Cadence That Works for Industrial
CRM, Marketing Automation, AI, and the Mess in Between
Most industrial companies have technology that doesn't talk to itself. The right stack is invisible. The wrong stack creates work that nobody does.
The industrial revenue tech stack has four layers: CRM (the source of truth for accounts and deals), marketing automation (the engine for nurture and lead routing), sales acceleration (the tools reps actually use day-to-day), and an analytics/AI layer that turns the data from the other three into insight. Most industrial companies have pieces of all four layers but they don't integrate, the data is dirty, and reps work around the system rather than through it. The wrong stack actively destroys revenue by creating work that nobody does and reports that nobody believes.
The right stack is invisible to the rep: they open one tool, see what they need, take action, and the rest of the system updates in the background. Getting there isn't a tooling decision. It's a process decision first, an integration decision second, and a tooling decision third. Most companies try to do it in the reverse order and end up with a $200K/year stack that nobody uses.
Core Stack Components
- CRM: accounts, deals, contacts, activity
- Marketing automation: nurture, routing, attribution
- Sales acceleration: sequences, calling, content
- Analytics & AI: insight layer over the data
HubSpot vs. Salesforce for Industrial
Tech Stack for Mid-Market Industrial
CRM Implementation for Industrial
Tech Stack Assessment
HubSpot Solutions Partner
Stack Red Flags
- Reports nobody opens
- CRM nobody updates
- Sales tools reps don't log into
- Marketing data sales doesn't trust
- AI tools generating slop
AI in Industrial Sales: Hype vs. Useful
Most Industrial Revenue Flows Through Partners
Reps, distributors, integrators, OEMs, channel resellers. Most industrial companies treat partners like an afterthought, and leave half their organic growth on the table.
Industrial revenue is rarely direct. It flows through manufacturers' reps, distributors, system integrators, OEM partners, and channel resellers. The companies that grow fastest treat their partner ecosystem with the same rigor they apply to their direct sales team: defined ICPs for partners, structured onboarding, co-selling motions, joint marketing programs, and accountability for partner-attributed revenue. Most industrial companies do the opposite: they sign anyone who shows up with a business card, send them a price list, and hope.
Partner marketing is the discipline of building demand jointly with partners: co-branded content, co-hosted events, joint case studies, MDF programs that actually generate measurable activity instead of subsidizing partner overhead. It's a force multiplier when done well. It's a money pit when done badly. The difference is whether there's a strategy.
Partner Channel Types
- Manufacturers' reps: commissioned, exclusive territories
- Distributors: stock, deliver, sometimes spec-in
- System integrators: bundle into larger solutions
- OEM partners: embed your product in theirs
- Channel resellers: buy/sell at margin
Partner Enablement for Industrial
Co-Marketing With Distributors
Partner Scorecard
Channel Conflict Resolution
Partner Maturity Model
5 Partner Red Flags
- Partner-attributed revenue not measured
- MDF spent without ROI tracking
- Onboarding consists of a price list
- No partner ICP: anyone can sign
- No co-selling motion defined
MRA: Manufacturers' Rep Association
Talk to Ed About Your Sales Team
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An honest read on your sales team.
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- A clear next step, a better referral, or a few things you can do this week
- Ed's read on whether your sales problem is people, process, or strategy
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