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Sales, Marketing & Digitalisation

We bring sales, marketing and digitalisation together: positioning, channels, pricing and pipeline – along with the processes and systems that carry them.

Who drives Sales, Marketing & Digitalisation

Sales, marketing and digitalisation are run as one mandate – by partners with experience across the Mittelstand, corporates and private equity portfolios.

Tobias Klaiber

Tobias Klaiber

Founding Partner · Executive Search, Operational Transformation, M&A

15+ years in PE operations. Ex-Senior Managing Director at AURELIUS; operational value creation and portfolio CEO roles. Extensive experience in setting up transformation boards and executing turnaround programs.

Dr. Martin Schoefer

Dr. Martin Schoefer

Founding Partner · Executive Search, HR & Operational Transformation, M&A

20 years in Consulting & PE ops. Ex-Global Head of HR at AURELIUS; VP at SCHOLL Shoes; CPO at HALLO Healthcare.

Martin Richard Roser

Martin Richard Roser

Partner · M&A, Operational Transformation

10+ years in private equity (including AURELIUS). Leads buy- and sell-side M&A processes, values investments and steers portfolio companies as commercial managing director and (interim) CFO – in distressed/turnaround and growth cases, standalone and in complex carve-outs with an international footprint.

Overview

We treat sales, marketing and digitalisation as one topic because they only work together: sharpening positioning and offering, prioritising customer segments and channels, making pricing and pipeline manageable – and setting up the processes, data and systems behind them so delivery holds up in day-to-day business. Instead of concept papers we deliver measures that measurably improve revenue, margin and efficiency.

Why Transformando

  • Sales, marketing and digitalisation from one team – no friction at the handovers.
  • Focus on revenue, margin and efficiency rather than reach or technology trends.
  • Hands-on delivery down to pipeline, proposals, pricing and systems.
  • Transparent KPIs and reporting for management and investors.

Impact at a glance

5–15%
typical revenue potential
10–30%
less process effort
4–8w
to first quick wins

Figures vary with market, customer structure and the maturity of sales, marketing and the system landscape.

Our approach

  1. Analysis & baseline. Assess market, customer segments, pipeline, pricing, channels and system landscape as they are.
  2. Positioning & offering. Sharpen value proposition, target groups and portfolio.
  3. Go-to-market design. Define channels, sales model, pricing and campaign logic.
  4. Digitalisation & enablement. Streamline processes, set up CRM and automation, enable the team.
  5. Steering. Establish and maintain KPIs, forecast and reporting.

Our offering

Sales
  • Sales strategy and go-to-market
  • Pipeline, forecast and CRM management
  • Pricing as well as proposal and closing quality
Marketing
  • Positioning, brand and messaging
  • Demand generation and campaigns
  • Website, content and lead processes
Digitalisation
  • Process automation across sales and marketing
  • System selection and integration (CRM, marketing automation, ERP)
  • Data model, reporting and dashboards
What you get
  • Go-to-market and sales roadmap
  • Pricing and proposal logic
  • Campaign and content plan
  • Digitalisation roadmap with business case
  • KPI dashboard for pipeline, marketing and processes
Engagement terms
  • Project or retainer model
  • Flexible team size
  • Fixed deliverables and timelines
Typical focus areas
  • New customer acquisition and market expansion
  • Cross- and upselling in the existing base
  • Pricing and discount systems
  • CRM rollout and marketing automation

Our complete, tailored digital services help you to save effort and money and stay financially secure.

Our team reviews markets and capabilities to help you establish a strategy that serves the best interests of your business — whether you want to improve financial performance or mitigate the risks of major transactions.

Smart decisionsNo hidden feesProactive support

Looking beyond numbers to create a plan!

A global firm experienced in assessing and solving all business challenges!

01.

Innovate and learn

We believe this investment approach reduces risk and empowers each fund with experienced expertise.

02.

Create impact

Financial success depends on expert teams with deep business knowledge.

03.

Invest in relationships

Close collaboration with management creates a deep understanding of your business.

04.

Believe in execution

Hands-on involvement ensures operational understanding and alignment.

05.

Deliver outcomes

Our research goes beyond numbers by understanding people behind performance.

06.

Merge diverse ideas

We combine perspectives to reduce volatility and drive innovation.

07.

Devote time & effort

We invest time to define strategies that improve performance and reduce risk.

No matter how big you are and in what industries you work, we can help you work smarter and achieve business goals.

Whether you want to improve performance or mitigate the risks of mergers and acquisitions, our team works across markets and capabilities to establish a strategy that addresses the realities of your business.

Yes. We regularly collaborate with existing advisors to ensure alignment and seamless execution.

Schedule a free consultation!