Ascent Sales Methodology - Salesforce

Problem/Challenge Statement

At Salesforce, individual Cloud Presales teams operated in silos, each with its own (or no) workshop approach to customer engagement. There was no standardized method for collaboration, making it difficult to drive cross-cloud solution sales effectively—just as the business was prioritizing this strategy.

Solution

I developed a unified selling methodology built around a cloud-agnostic Design Thinking Co-Creation workshop, enabling consistent and customer-centric engagement across all cloud solutions.

The methodology was built from the ground up, focusing on enablement and tailored assets to support every stage of the sales cycle.

Results

This became the definitive sales strategy across APAC for two years, driving stronger collaboration and improved sales performance. It was later integrated into Salesforce’s global selling methodology.

My Role

I defined the initial strategy and gained executive buy-in for its implementation. Working closely with the team, I spearheaded the development of key assets, including the co-creation Design Thinking workshop.