Sales & Revenue Consulting for B2B SaaS

More pipeline. Higher win rates. A forecast that holds.

I help SaaS companies build the sales engine that convinces customers and that investors want to see – with value-based selling, MEDDIC and a team in which every role knows exactly what to do.

Thomas Dieringer
Thomas Dieringer · Founder of POOL4TOOL, former President EMEA at JAGGAER
Five levers for predictable revenue
01More qualified leadsContent, performance marketing, cold calling 02Value Based SellingROI and payback instead of feature lists 03A forecast that holdsMEDDIC, close plans, clean CRM data 04A sales team with AISDR, AE and value engineer – with AI as a team member 05Jobs, compensation, KPIsJob descriptions, comp plans, KPIs per role
3
companies founded, built and successfully sold
500
employees led as President EMEA of a global SaaS provider
35+
years as an entrepreneur – from Vienna to Detroit, Singapore and Dubai
5
private equity transactions experienced from the inside – as a manager and as an investor

Sound familiar?

Each of these sentences sounds like bad luck. In fact, it is almost always a qualification problem – and that means it can be fixed.

“Unfortunately, the budget for this project is no longer available.”
Without quantified metrics, there is no reason to reallocate budget.
“We’re pushing this to next quarter.”
No compelling event, no economic buyer – the forecast slips.
“Your competitor is 40% cheaper.”
If you sell features instead of value, in the end you only negotiate on price.
“We need a second PoC.”
Unclear decision criteria cost presales resources and months.
“Our AEs are prospecting instead of selling.”
Without a clear role model, everyone does everything – and none of it well.
“Our pipeline isn’t big enough for the target.”
Content and outbound are not aimed at the ideal customer profile.
Who it's for

Every stage has a different problem

I work with SaaS companies from the first funding round to the growth stage. At each stage, three levers have the biggest impact.

Stage 1 · Pre-seed & seed

Prove the business model

You are very early, want to convince investors and need real conversations with real customers to do it. Thanks to AI agents, hiring isn’t the issue yet – access to potential customers, partners and other investors is.

Stage 2 · Series A & B

Pick up speed

The capital is there, now speed is what counts. Many teams are too technical – the successful ones are those who can sell, even when the product isn’t a 100% fit yet. And with AI, a small team today achieves what used to take a large one.

Stage 3 · Growth

Gear the organization for efficiency

Established companies with larger sales teams – from Series C or private-equity-owned. Now it’s not just about growth, but profitability: PE investors in particular expect EBITDA targets to be met. Yet the forecast is hard to call, sales and marketing roles don’t mesh cleanly and responsibilities are unclear – and that costs margin.

The common thread across all three stages
Value Based Selling
Whether it’s an investor, a first customer or corporate procurement: almost everywhere, there is no clear answer to what measurable value the solution delivers. That is the lever all three stages need.
Go to value-based selling
Services

Five levers for predictable growth

Bookable individually – most effective together. Every lever ends with tools your team can use the very next day.

01

More qualified leads

Content that informs instead of sells – 90% know-how, 10% product –, campaign planning across the entire funnel, and an outbound team that calls with the right playbook for every industry and persona. Plus a partner ecosystem that brings additional pipeline. Goal: measurably more pipeline and closed deals within 6 months.

Deliverables
Ideal customer profile & personas
Content strategy & campaign plan
SDR playbook for cold calls
Marketing automation, MQL/SQL definitions
Partner strategy & ideal partner profile
Campaign mix across the funnel
How we allocate campaigns: trust and know-how first, the product only at the end.
Top of Funnel
60%
Know-how, checklists, webinars – 90% knowledge, 10% product
Middle of Funnel
30%
Case studies, white papers, use cases per industry
Bottom of Funnel
10%
ROI calculator, live demo, reference calls
02

Higher win rates through value-based selling

A higher ROI than the alternative is the strongest argument in sales. We define your customer value, translate it into payback and tell it consistently – from the website through the demo to the proposal. This includes battle cards against the competition and – often decisive in enterprise deals – analyst relations aimed at the Gartner Magic Quadrant or the Forrester Wave.

Relevant forAll three stages
Deliverables
Value proposition per segment & persona
ROI and payback calculator
Pitch deck, presales deck, demo feedback checklist
Value-based proposal & pricing
Competitive analysis & battle cards
Analyst relations (Gartner, Forrester)
The value triangle
Hover over or tap the zones: if you want to win, you grow your value zone and shrink the danger zone.
Customer’s decision criteria NEEDS VALUE PARITY DANGER ZONE Your solution Competition
Value – your playing field
Needs only you can meet. Grow this zone: ask yourself why the customer isn’t asking for these capabilities – and make them a decision criterion.
03

A forecast that holds

A forecast shouldn’t rest on a “best guess”, but on structured qualification. We embed MEDDIC into every step of a seven-stage sales process – with clear outcomes per stage and all data in the CRM. For the CRM implementation – HubSpot or Salesforce, for example – I work with specialized partners. That gives your team up to 30% more time for real selling.

Relevant forGrowth
Deliverables
7-stage process with exit criteria
Opportunity qualification profile & close plan
CRM configuration (HubSpot, Salesforce) incl. MEDDIC fields
Forecast categories: forecast, upside, at-risk
Pipeline hygiene & reporting
The forecast accuracy to aim for
A cleanly qualified funnel gives you certainty for the current quarter – and the further out you look, the more deliberate the estimate.
100%
Current quarter
certain
70%
Quarter +1
well secured
40%
Quarter +2
informed estimate
20%
Quarter +3
guideline
04

The right sales team – with AI as a team member

With AI, small teams achieve more today than large teams used to. That’s why we plan AI like an employee: with its own role, clear tasks and a measurable contribution – from account research and personalized outreach to call preparation and CRM upkeep. Alongside this, we define what SDRs, account executives and value engineers do, and who takes over when.

Relevant forSeries A & BGrowth
Deliverables
Role model: humans + AI
AI use cases per role: SDR, AE, value engineer
Handovers SDR → AE → value engineer → CS
Capacity and hiring plan
Coverage model: who takes over when
Every role owns its part of the sales process – and AI supports along the entire way.
Swipe sideways to see all stages →
Identify
Qualify
Demo & business case
Negotiate & close
Adopt & Expand
SDR
Generate and qualify leads
Account Executive
Lead the opportunity, close
Value Engineer
Calculate ROI, show value
Customer Success
Adoption, upselling
AI agent
Research, outreach, CRM upkeep
05

Job descriptions, compensation & KPIs

Job profiles that attract the right people, compensation plans that reward the behaviour you want, and three to five KPIs per department that align everyone on one goal: more won deals. Plus standard contracts and terms that don’t leave deals stuck at quarter-end.

Relevant forSeries A & BGrowth
Deliverables
Job descriptions per role
Compensation plan: OTE, quota, accelerators
KPI set for marketing, SDR, sales, presales, partners
Monthly KPI review format
Standard contracts & terms
Method

Qualifying is closing

Qualification isn’t a one-off event but part of every single sales step. MEDDIC gives your team a common language for it.

And: BANT is only enough for simple inbound deals. Budget is not a qualification criterion – whoever knows the metrics creates the budget.
M · Metrics

What economic impact does the solution have for the customer – in euros?

Metrics are the numbers on which the economic buyer decides – usually the internal project business case. Customers question individual numbers, rarely the methodology. You position your value through the calculation methodology.

Warning sign: “More transparency” or “less effort” – without a single number.
Check questions for your team
?Do we know the customer’s internal business case for the project?
?Is each of our advantages included in it as a euro value?
Your deal check: 0 of 6 confirmed
Still open – tick off what is confirmed
Think of your most important deal and tick off what is truly confirmed. The result classifies it the way every pipeline review should: forecast, upside or at-risk.

Good customer relationships are as important today as ever – but they don’t scale. Those who sell on customer value can scale. Especially in enterprise sales, you need to know exactly what value you deliver to the company.

Approach

Train. Define. Steer.

It starts with a shared understanding. Only once everyone knows what value-based selling is about can message, process and roles be sharpened in a meaningful way.

Step 11–2 days · the foundation

Train

We start with MEDDIC training for your team – as an interactive workshop, not a lecture. Afterwards, everyone understands what value-based selling is about. And you see right away who picks up the topic quickly and who needs more support.

Step 22–4 weeks · 4–5 consulting days

Define

Together, we rework your value proposition and define it for your different target groups. Building on that, we sharpen the marketing message and optimize the sales process, the role model and the entire presales process.

Step 3ongoing · the real execution

Steer

I work directly with your people: I sit in pipeline reviews and listen to the questions sales leadership asks, and I join customer calls to see how your team talks to customers. Add KPIs per department and a forecasting method that holds.

For founders & investors

Growth that shows in your valuation

From my own private equity transactions, I know what buyers look for. That’s why we align sales and contracts from day one with the factors that drive the multiple – not just with the next quarterly close.

Rule of 40
The balance of revenue growth and EBITDA margin by which SaaS companies are measured.
SaaS vs. Service
A high share of services drags down valuation – we separate them cleanly.
Contracts
Terms of 3–5 years and automatic price adjustments reduce risk for buyers.
Pricing
Value-based, scalable price lists whose metric grows with customer value.
Exit plan
Think investor relations and exit planning in from the start – so the equity story holds up at the sale.
Where company value comes from
Share of each lever in value creation per stage – guideline values from private equity practice
Revenue growthEBITDA growthMultiple expansion
85%
0%
15%
Stage 1 · Startup
Year 1–3 · up to EUR 1m revenue
60%
5%
20%
Stage 2 · Growth
Year 4–5 · over EUR 2m revenue
40%
30%
20%
Stage 3 · Established
Year 6–10 · over EUR 5m revenue
Early on, growth is almost all that counts. The more mature the company, the more EBITDA and a higher multiple decide – meaning efficiency, contract quality and predictable revenue.
Results

What changed for clients

+30%
qualified pipeline
+30%
Win rate
±5%
Forecast deviation
In practice · neoom, energy technology · 4-month engagement

From “energy system” to a business case the CFO signs

The CFO has twenty projects on the table and ranks them by ROI. The facility manager likes the solution but can’t explain its value internally. Over four months, we solved this together: from a workshop for the sales team, through reworking the value proposition for each target group and defining the sales processes, to representing the pipeline correctly in the CRM – so the probability of every deal can be verified.

The journey over four months
  1. 1Workshop for the sales team
  2. 2Value proposition per target group
  3. 3Sales processes defined
  4. 4Pipeline set up correctly in the CRM
Obvious benefit
Lower consumption, lower energy costs
Expected benefit
Full transparency, AI-based control
Augmented benefit
Vendor independence, dynamic tariffs
Potential benefit
Future-proofing, energy communities
An insight that works immediately: after every meeting, stop asking “Do you have any questions?” and ask “Do you see the value?” – and use regulatory changes as a compelling event.
Thomas Dieringer, leaning against a high table sales.exchange on LinkedIn
About me

From SaaS sales, not from a textbook

I’m Thomas Dieringer. I have founded, built and successfully sold three companies, scaled a procurement SaaS globally and led 500 employees as President EMEA. Since 2021, I have been passing this experience on to SaaS companies with sales.exchange, from Vienna.

Honestas Capital is my investment vehicle: through it, I invest in SaaS companies myself. With sales.exchange, we support these portfolio companies – and external clients – hands-on in marketing and sales.

I know both sides of the table: as part of JAGGAER’s international M&A team, I screened more than 50 companies – I know what buyers and investors look for. And because I ran a manufacturing company with ProTEC, I also understand industrial customers.

2021
Founder & CEO, sales.exchange
2019
President EMEA, JAGGAER – procurement SaaS, 1,200 employees globally, sold to Cinven. Part of the international M&A team, screened more than 50 companies
2017
Founder, Honestas Capital – investment company in Vienna for SaaS and real estate
2001
Founder & CEO, POOL4TOOL – procurement SaaS with offices in Vienna, Munich, Detroit, Singapore and Dubai; merged with SciQuest in 2017
1994
Founder & CEO, ProTEC – manufacturer of plastic injection moulding & assembly, supplier to consumer electronics and automotive, 550 employees, sold to Nolato in 2000
1987
Founder & CEO, ECODATA – exclusive sales partner of Nixdorf, later Siemens Nixdorf, in Eastern Europe. From 1993, delivered Europe’s first SAP projects. 6 locations from Vienna to Moscow, 150 employees when sold to APCON
FAQ

Frequently asked questions

Answered briefly: value-based selling, MEDDIC, AI in sales and how working together works.

What does sales.exchange do?

sales.exchange is a sales and revenue consultancy for B2B SaaS companies based in Vienna, Austria, founded in 2021 by Thomas Dieringer. It helps startups, scale-ups and established software companies win more qualified leads, increase win rates with value-based selling and make the sales forecast predictable with the MEDDIC methodology.

What is value-based selling?

Value-based selling is a sales approach that focuses not on product features but on the measurable economic value for the customer – for example as ROI or payback period. Sales teams that sell this way win more deals, end up in price negotiations less often and scale better than teams that rely mainly on personal relationships.

What is MEDDIC and how does it improve the sales forecast?

MEDDIC is a methodology for qualifying B2B sales opportunities. The letters stand for Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain and Champion. Only once these six points are clear can the probability of closing a deal be assessed realistically and the deal be classified cleanly as forecast, upside or at-risk. This makes the forecast more reliable, and deals slip into the next quarter less often.

Why isn’t BANT enough in enterprise sales?

BANT (Budget, Authority, Need, Timing) works for simple inbound deals. In enterprise sales, budget is not a good qualification criterion: whoever knows the economic value and proves it to the economic buyer creates the budget. MEDDIC reflects complex buying decisions with multiple stakeholders far better.

Which companies is sales.exchange’s consulting suited for?

sales.exchange works with SaaS companies in three stages: pre-seed and seed (winning first customers, convincing investors), Series A and B (scaling lead generation, building lean sales teams with AI) and growth companies from Series C or private-equity-owned (forecast, clear roles, efficiency and EBITDA targets).

How does an engagement work and how long does it take?

An engagement starts with a 1–2 day interactive MEDDIC training. Over the following 2–4 weeks, with 4–5 consulting days, the value proposition, marketing message, sales process, presales process and role model are reworked. During ongoing execution, Thomas Dieringer joins pipeline reviews and customer calls.

How is AI changing B2B sales?

AI now takes on tasks such as account research, personalized outreach, call preparation and CRM upkeep. As a result, small sales teams achieve what used to require large ones. sales.exchange therefore plans AI in like a team member – with a clear role, defined tasks and a measurable contribution.

What is the difference between an SDR, an account executive and a value engineer?

The sales development representative (SDR) generates and qualifies new leads. The account executive (AE) leads the opportunity through to closing and owns the deal. The value engineer calculates the ROI for the customer and shows in the demo how the solution delivers that value.

Does sales.exchange work with HubSpot and Salesforce?

Yes. sales.exchange configures CRM systems such as HubSpot and Salesforce so that MEDDIC qualification, forecast categories and reporting work in day-to-day sales. For the technical implementation, sales.exchange works with specialized CRM partners. A clean CRM configuration gives sales up to 30% more time for real selling.

Where is sales.exchange based?

sales.exchange (SEC sales.exchange consulting GmbH) is based in Vienna, Austria, at Grünangergasse 12, and advises SaaS companies in Austria, Germany, Switzerland and internationally – in German and English.

Who is Thomas Dieringer?

Thomas Dieringer founded sales.exchange in 2021 so that other companies can benefit from his experience and network. He has founded, built and sold three companies – including the procurement SaaS provider POOL4TOOL/JAGGAER – and, as President EMEA at JAGGAER, was responsible for the business outside the US with around 500 employees. He has shaped five private equity transactions – as a manager and as an investor. Through Honestas Capital, he invests in SaaS companies himself.

Where is your funnel losing revenue?

In a free 30-minute revenue check, we look at pipeline, win rate and forecast together – and you leave with three concrete levers.

Book your revenue check or email me: office@sales.exchange +43 664 400 29 33