Get Higher ROI from SFDC Builds & Rollouts
CRM investment underperforming? Let's raise the bar:
- Boost Adoption & Utilization
- Elevate Pipeline Accuracy & Velocity
- Raise Quota Attainment
- Increase Customer & Rep Retention
Dear CRO / Sales VP,
You invested in Salesforce to scale revenue.
The Problem: Systems and processes only pay off if people use them well. CRM failure is not a tech problem—it’s a human behavior problem. Cracking down isn't sustainable or effective.
The Solution: We systematically elevate your sales talent, activate your critical sales action priorities, and turn low adoption into measurable ROI. Managers and teams love it (their word).
Intrigued? See SERVICES below and CONTACT US. We'll gladly do a quick show and tell.
XO,
Team Upwardly
Services
Options to immediately heighten the impact of your sales talent & tech.
* Q3 Slots Now Scheduling *
Boost ROI of SFDC
- Reinforcement Program -
CORE VALUE
For managers to reinforce daily actions & excellence on strategic priorities
Investment:
$7500
per quarter, per manager
CORE BENEFITS
- Understand and activate the team's unique strengths
- Understand and socialize your collective strengths, gaps, and imbalances
- Apply strengths to goals, priorities, challenges, and emergent opportunities
- Sustained support to integrate strengths, strategic priorities, and team development into the flow of daily work
Amp Up Leadership
- 1:1 Executive Coaching -
CORE VALUE
For managers to elevate their top leadership strengths & team impacts
Investment:
$2500
per block of 4 sessions
CORE BENEFITS
- Scale your personal influence and improve its ripple effects on and through your team
- Understand your unique strengths in action
- Apply your strengths to goals, challenges, and opportunities
- Examine unhelpful ruts, fears, and limiting beliefs
- Practice new ways to see, think, intepret, and lead your team
Motivation Teams
- Talks & Workshops -
CORE VALUE
For leaders to ensure teams are primed to adapt, perform & innovate
Investment:
By Quote
per instance
CORE BENEFITS
- Discover and explore team innovation topics (ex: data sense-making, strengths paradigm, business model change, customer development)
- Enhance special events like quarterly business reviews, team retreats, sales meetings, etc.
- Distill a business model, external factors, and innovation opportunities
- Clarify criteria to evolve and evaluate innovations
- Imagine new models, collectively rank, choose, and build consensus
- Prepare for sustained innovation leadership and change support
- Understand and activate the team's unique strengths
Approach & Philosophy
Whatever we put attention to together, these themes will guide how we do so.
Servant-Leader Mindset
Like a tree trunk, leaders are the central support for branches of an organization. Resources move upwardly, including attention. We use this mindset to raise the quality of leadership at all levels.
Right-Brain Values Lead
Humans have a split brain, each half offering starkly different values and capabilities. This trait allows us to choose which value set has final authority. We elevate the wiser, socially attuned, reality-based half to preeminence.
Positive & Social Psychology
Noticing how people naturally function well is a resourceful and respectful way to raise creativity and productivity. We invest in talents and pro-social practices, build them into strengths, and use them to flourish.
Individualized Engagement
Nothing engages and brings peace of mind like being seen, understood, and valued for our unique qualities and contributions. We uphold individuality as a reliable basis for excellence, teamwork and innovation.
Renaissance Spirit
Leadership, team building, and innovation are complex and nuanced. To do them well is a blend of Science, Art, and Philosophy. We use this rich mash-up to inspire new views, creative collaboration, and growth.
Joie de vivre & Tempo Giusto
Zest for life is a potent source of intrinsic motivation for action. The "right tempo" for action is superior to bulldozing at top speed by default. We use both in dynamic tension as a useful governor of our energy.
What's the impact?
Participants report quick value and sustained benefits:
- Correlations to business impacts and results
- Measurable impact on team performance
- Highlight progress and success with data stories
- Reinforce daily action on business priorities
- Uplift teams to reduce burn-out and turnover
- Activate individual and team strengths
Feedback
"Burned out to Fired-up!"
Talk to 300 changemakers:
"...we were transformed. It was one of the most moving, affirming, and inspiring talks I’ve ever witnessed – precisely the message of hope and agency everyone needed in a world so often overshadowed by crisis. If I were leading any company or conference and needed to truly motivate a team... Frankie Ridolfi would be my first call."
— Exec. Dir., Climate Ride
"Thanks to your Teamwork"
Talk to biotech Operations team:
"...Frankie is a gifted orator who naturally captivates his audience. I found myself hanging on every word as he told his incredible story. By the end of Frankie’s talk, there wasn’t a dry eye in the large room and I felt a tremendous renewed sense of purpose. Everyone in the room was clearly moved and inspired."
— Dir. of Training & Acct. Dev., Vericel
