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Adventace Sales Management System™

Where Methodology Meets Automation®

Adventace SMS™ is our award-winning Salesforce application. It is proven to increase revenues while reducing the cost of sales. SMS accomplishes this by automating your sales and sales management methodology, thus better enabling sellers, sales managers, and sales executives.

Our Awards

Our Awards

Our Value Proposition

We are global sales and sales management consulting company.  Over the past 25+ years we developed a comprehensive set of sales and sales management processes, tools, and metrics (our methodology).  Given the results our clients have achieved (see the bottom of this page), we believe we have proven them to be “best practices.”

From that foundation and after years of development effort, the AdventaceSales Management System™ ( “SMS”) has been deployed on the Salesforce platform, and is available through the Salesforce AppExchange.  It provides Sales Executives, Sales Managers, and Salespeople with the distinct benefits and differentiators outlined below that have resulted in an increase in revenues and reduced cost of sales.

Increase Revenue While Decreasing the Cost of Sales

Automate your sales and sales management methodology enabling you to better drive your entire sales operation top-down

Proven Benefits


Sales Executives

SMS enables sales executives to better drive their sales operation top-down by providing them with future-looking predictive metrics.  At any level of the organization, these metrics allow detection and proactive resolution of problems today that otherwise would impact results tomorrow.

Sales Managers

SMS provides a complete coaching system, including opportunity assessment and management, pipeline balance and management, predictive metrics, and skill development for salespeople.  This enables Sales Managers to help Sellers achieve ongoing metric-based performance improvement.


Sellers win more business and shorten sales cycles by creating custom emails in minutes summarizing key results of sales calls and agreed upon next steps with buyers, enabling them to define, manage, qualify, and control their opportunities.  SMS also generates a key tool, called an Impact Tree™, to help them win B2B buying committee sales.  Sellers want to use SMS!

We implemented Adventace Sales Management System™ because native Salesforce only provides a look through the rear view mirror; it does not provide me a way to tell the effectiveness of my sales team. Salesforce tells me what closed and what is in flight, but not whether we are doing the right things at the right time, making it difficult for me and my team to draw the appropriate conclusions. SMS has really helped with taking subjectivity out of pipeline management, forecasting, and sales management more generally.

It has changed the face of my communications with my regional VP’s because we are better able to proactively identify and deal with sales (management) challenges using metrics rather than opinion to guide our thinking.

We have seen significant global improvement in the metrics that deal with prospecting effectiveness, our ability to call high, and pipeline balance, which in turn has helped our top and bottom lines.

Finally, the Adventace team has been super responsive to our requests for help and improvements.

Alan Facey

Chief Customer Officer, Newforma

The Adventace Sales Management System™ app has been instrumental in helping me better run my sales operation. In particular, the accurate view I get on key performance metrics and pipelines helps me identify potential problems early and then work with my sales managers to get them fixed before they have a significant impact.

As an example, the use of the A/B Ratio performance metric has helped us identify sales people who are calling too low in an account so that we can coach them on prospecting at a higher level or work with them to improve their ability to negotiate for access to power.

Also, by using the Pipeline Balance Algorithm, we identify not only sales people with imbalances, but specifically what those imbalances are and then work with our sellers to quickly fix them.

This app has been an important factor in helping us achieve our objectives, both financial and otherwise.

Allen Patrick

Vice President of North America Sales, Newforma

Client Success Metrics

Minutes for Manager to Get Complete & Accurate View of Region


Improvement in Predictive Metrics

Consecutive Quarters of Achieving Objectives


Increase in New Opportunities

The Adventace Sales Management System™ is our award-winning sales management software.  Operating on top of the Saleforce CRM and available through the Salesforce AppExchange, it provides key functions for Sales Executives, Sales Managers, and Sales People. It makes using Salesforce more than just fun. It is an important differentiator!

Sales Executives

  • Opportunity assessment & management
  • Pipeline balance and pipeline management
  • Predictive metrics
  • Sales manager skill development system

Sales Managers

  • Opportunity assessment & management
  • Pipeline balance and pipeline management
  • Predictive metrics
  • Seller skill development system

Sales People

  • Generates key custom buyer deliverables at the right moment in the sales cycle
  • Sales cycle management
  • Resource management