Performance Methods.

What Performance Methods. does

Performance Methods, Inc. (PMI) is a privately held, bootstrapped sales performance consulting and training firm founded in 1999 by Steve Andersen. It is headquartered in Johns Island with operational presence in Cary, NC and Atlanta, GA, and a distributed senior partner network that delivers engagements globally. PMI serves large enterprise B2B organizations, predominantly Fortune 500 companies, across healthcare/pharmaceutical, financial services, technology, hospitality, insurance, industrial manufacturing, chemicals, staffing, energy, and real estate. Named clients include BNY Mellon, Merck, AbbVie, Boehringer Ingelheim, Bayer, Zoetis, Hilton Worldwide, Zurich, HP, Samsung, Siemens, Verizon, John Deere, Honeywell, Panasonic, LinkedIn, and Duke Energy.

PMI's core offering is a portfolio of proprietary, trademarked sales and account management methodologies rather than a software platform. The portfolio includes the Engage/Win/Grow customer engagement model, Keys to Effective Strategic Account Planning, Integrated Opportunity Management, Collaborative Planning, SAM Portfolio, and Hiring to Win, delivered through customized consulting engagements that combine discovery and assessment, solution design, team-based workshops, distance/e-learning, and ongoing field coaching. Supporting products include 'must-win' strategist services, sales talent selection, and sales manager coach-the-coach programs. Thought leadership is distributed through co-published eBooks with SAMA and Training Industry and the AMACOM trade book 'Beyond the Sales Process' (2016). There are no APIs, mobile apps, AI capabilities, or self-serve productized offerings.

PMI operates a pure direct enterprise field-sales motion with no resellers, marketplaces, or self-serve channels. Pricing is quote-based per engagement, typically structured as multi-year contracts, reflecting the customized nature of each program. The company has been consecutively named to Training Industry's Top 20 Sales Training and Enablement Companies list from 2017 through 2025, holds a flagship partnership with the Strategic Account Management Association (SAMA), and has driven multiple client SAMA Excellence Awards (Boehringer Ingelheim, Merck, Premier). With 11-50 employees and no external funding, PMI is a small, founder-led professional services firm whose competitive position rests on senior-executive consultant credibility, codified methodology IP, and deep industry-association relationships.

Name

Performance Methods.

Legal name

Performance Methods, Inc.

Website

https://performancemethods.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Performance Methods is a privately held, bootstrapped sales performance consulting firm serving Fortune 500 enterprises with proprietary, trademarked sales and strategic account management methodologies delivered through customized multi-year consulting engagements and field coaching, supported by a flagship partnership with SAMA.

Ownership category

akta.pro rank

Product category

Sales Performance Consulting

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Program & Project Management (PMO) Consulting (BPAHACAL)

Keywords

• Sales performance consulting
• Strategic account planning
• Sales training workshops
• B2B sales enablement
• Value articulation training

Headquarters

HQ city

Johns Island

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Sales Performance Consulting Services: PMI generates revenue through customized sales performance consulting engagements with enterprise clients. Engagements include effectiveness discovery and assessment, solution design and development, training deployment, and coaching and reinforcement programs. Revenue is project-based or retainer-based for ongoing client partnerships.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

Performance Methods, Inc. (PMI) provides customized sales performance consulting and training solutions for enterprise B2B organizations. The firm delivers senior-consultant-led engagements covering sales process optimization, territory/pipeline/forecast management, value articulation, strategic account management, and tailored sales training programs designed to integrate with each client's existing sales operations.

Product overview

Performance Methods, Inc. (PMI) is a sales performance consulting and training organization offering a comprehensive portfolio of integrated solutions built upon a proven customer engagement model. The core offerings include Sales Processes and Best Practices, Territory/Pipeline/Forecast Management, Value Articulation and Planning to Engage™, Sales Opportunity Management and Planning to Win™, Strategic Account Management and Planning to Grow™, and Sales Talent Selection and Hiring to Win™. Supporting services include discovery and assessment, solution design and development, training and deployment, and coaching/reinforcement programs. PMI also offers thought leadership through publications including the book 'Beyond the Sales Process' and eBooks developed with SAMA and Training Industry. The solutions are designed around the Engage/Win/Grow™ customer engagement methodology and support sales leaders with coaching tools and must-win strategists.

Differentiator

Problem solved

Functional benefit

Products and services

• Sales Performance Solutions
• Beyond the Sales Process
• The Keys to Effective Strategic Account Planning
• Training Your Sales Team to Co-Create Value and Win New Opportunities
• Aligning Your Sales Team to Co-Create Value with Customers and Drive Sales Momentum
• 6 Key Steps to Drive Account Growth and Value Co-Creation Within Existing Customer Relationships

Quantifiable outcome

• PMI has successfully implemented sales performance solutions with global leaders across various markets, establishing a strong track record of delivering results.

Named customers37 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Four partnerships are on record, tiered flagship, core and minor.

• Strategic Account Management Association (SAMA)flagshipStrategic or Co-development PartnerPMI has a deep strategic partnership with SAMA for co-developing and publishing thought leadership. They co-published 'The Keys to Effective Strategic Account Planning' eBook (2nd Edition) and have co-launched webinar eBook series. PMI team members including Steve Andersen serve on the SAMA Board of Directors and are part of the SAMA Certified Strategic Account Manager (CSAM) faculty. PMI is regularly featured at SAMA conferences, academies, and executive symposiums worldwide.
• Training IndustrycoreGTM or Marketing PartnerPMI participates in Training Industry's thought leadership series including featured articles, ebooks, and webinars focused on Creating Value-Focused Sales Excellence. PMI's work with Boehringer Ingelheim was featured in this series covering value co-creation topics.
• Mercuri InternationalminorOthersMercuri International is listed as a partner/affiliation on PMI's website. Mercuri is a global sales performance training organization.
• Banding People TogetherminorOthersListed as a partner/affiliation on PMI's website. Nature of the partnership is not explicitly detailed in available sources.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Force Management: Force Management provides B2B sales force effectiveness consulting and training (notably the Command of the Message and Forceful Execution methodologies) to large enterprise sales organizations, comparable in offering, customer type, and methodology-led delivery to PMI.
• Richardson Sales Performance: Richardson is a long-established sales training and consulting firm that delivers customized sales performance solutions to enterprise B2B organizations, directly overlapping PMI's core offering, customer base (Fortune 500), and consultative delivery model.
• Sales Readiness Group: Sales Readiness Group provides customized B2B sales training, sales coaching, and sales management programs to enterprise clients, with a similar methodology-driven, consultative engagement model to PMI.
• Janek Performance Group: Janek is a sales training and performance consulting firm that designs customized sales and sales leadership programs for enterprise clients, with overlapping offerings in value selling, account management, and sales coaching similar to PMI.
• Mercuri International: Mercuri International is a global sales performance training and consulting firm that sells customized sales capability programs to multinational enterprises. PMI lists Mercuri as an affiliation/partner, underscoring direct overlap in services, buyers, and delivery approach.
• The Brooks Group: The Brooks Group delivers customized sales performance consulting, value-based selling, and sales management training to mid-market and enterprise B2B organizations, with similar proprietary methodologies and consultative delivery to PMI.
• Huthwaite International: Huthwaite is the originator of SPIN Selling and provides consultative sales training and account management consulting to enterprise clients, sharing PMI's focus on consultative selling, value articulation, and strategic account management.
• Wilson Learning: Wilson Learning is a global sales and leadership development firm that delivers customized B2B sales training and consulting programs to large enterprises, mirroring PMI's combination of proprietary methodologies, workshops, and reinforcement coaching.

Emerging players

• Mindtickle: Mindtickle is a SaaS sales readiness and enablement platform that combines training, coaching, and analytics — addressing some of the same enterprise needs as PMI but via technology rather than customized consulting engagements.

Broad incumbents

• Korn Ferry: Korn Ferry is a global organizational consulting firm whose Sales Transformation practice competes with PMI for enterprise sales performance mandates, but as part of a much broader portfolio spanning executive search, leadership development, and HR consulting.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/performance-methods

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Performance Methods.