MarketSource

Retain customers, reduce churn, and grow revenue from existing and underserved accounts through proactive, data-driven account management.

Build stronger F&I teams, improve customer experiences, and increase product penetration and dealership profitability through tailored development and support.

Builds and activates partner ecosystems to grow channel revenue, improve partner performance, and deliver stronger customer experiences.

Helps businesses grow revenue, reach new markets, launch products, and retain customers with managed sales teams and data-informed sales programs.

Helps brands enter markets faster, ramp sales productivity, and pursue revenue objectives with dedicated, brand-aligned field teams.

Achieve revenue goals with managed, scalable sales teams that support customers throughout the buying journey and adapt as business needs evolve.

Engage shoppers, support confident purchases, increase retail sales, and build enduring brand loyalty through knowledgeable, brand-aligned in-store teams.

Delivers empathetic, on-brand support across customer touchpoints, building engagement and loyalty while freeing sales teams to focus on selling.

Reduces friction across the patient journey, helping patients access suitable care and supporting treatment adoption, better health outcomes, and client ROI.

Helps manufacturers reach hard-to-find owners, complete recall repairs, and meet compliance requirements while protecting customers.

Helps brands drive retail sales and improve customer experiences through expert selling teams and managed store operations.

Strategic account management

MarketSource provides managed account management teams that help organizations realize and maximize revenue potential from existing customers. Using data-driven customer health monitoring and insights, teams proactively guide customers toward product adoption and service utilization, manage renewals, identify expansion opportunities, and work to reduce churn. The service also develops customer advocates and provides right-sized coverage for tail accounts that internal teams may not have the capacity to serve.

• Retain Customers And Reduce Churn
  Proactive account management and deeper customer relationships help organizations retain customers and reduce churn.
• Identify Risks And Opportunities Early
  Customer health monitoring helps account teams surface risk and expansion opportunities, enabling them to act proactively and strengthen customer relationships over time.
• Increase Product And Service Utilization
  By guiding customers toward product adoption and service utilization, account teams help customers realize value from their investments and support stronger retention.
• Grow Accounts And Secure Renewals
  Account teams identify opportunities to expand existing relationships and guide customers toward renewals, supporting revenue growth from current customers.
• Build Loyalty And Customer Advocacy
  The service helps develop advocates who maintain brand loyalty, refer new customers, and act as quality references.
• Serve Underserved Accounts And Recover Revenue
  Dedicated account coverage can help organizations manage smaller accounts that might otherwise receive limited attention, maintain sales momentum, and capture revenue potential.
• Engage Customers With Relevant Outreach
  Segmented, personalized engagement supports customer onboarding, reactivation, loyalty program participation, and ongoing relationship management.

Auto F&I Development

MarketSource’s Auto F&I Development service helps dealerships strengthen Finance and Insurance teams through consulting, assessment, tailored training, coaching, and ongoing support. Experienced automotive professionals work with dealership staff to improve performance and customer experience, reinforce proven practices, develop repeatable sales processes, and increase F&I product penetration and contribution to dealership profitability. Programs are tailored to each dealer’s goals and operating environment, with in-person and virtual support for F&I teams.

• Improve F&I Staff Performance
  Tailored training develops the capabilities F&I staff need to perform effectively, engage customers, and contribute to dealership profitability.
• Increase F&I Revenue Per Vehicle
  Improving F&I product penetration helps dealerships increase revenue per vehicle sold and maximize F&I’s contribution to the bottom line.
• Identify F&I Improvement Opportunities
  Expert assessment helps dealerships identify strengths, skill gaps, process issues, and opportunities to improve F&I performance.
• Build Skills Through Ongoing Coaching
  Individualized coaching, reinforcement, and mentorship help F&I professionals refine their selling skills and engage informed customers.
• Align Teams Around Sales Processes
  A repeatable sales process creates greater alignment across departments and supports dealership profitability.
• Improve The F&I Customer Experience
  Training and coaching help F&I professionals engage customers effectively and deliver a stronger experience in the F&I office.
• Strengthen F&I Sales Practices
  Applying proven practices helps dealerships reinforce their F&I departments and establish a foundation for sustainable growth.
• Tailor Support To Dealer Needs
  A solution designed around each dealership’s needs and operating environment provides relevant support for its F&I goals.
• Increase OEM Product Penetration
  Support for OEM products helps manufacturers build dealership mindshare and improve product penetration against independent alternatives.
• Support F&I Teams In Person Or Virtually
  Flexible in-person and virtual delivery gives dealerships options for accessing F&I development and team support.

Channel sales

MarketSource designs and operates managed channel partner programs, supporting the partner ecosystem from target-market and Ideal Partner Profile alignment through partner profiling, recruitment, onboarding, enablement, sell-with or sell-through motions, and ongoing management. Dedicated channel teams and a client-focused technology stack help partners market and sell solutions, position products effectively, and deliver a predictable customer experience.

• Manage The Partner Lifecycle
  Coordinate partner engagement from recruitment and activation through ongoing management and sell-with or sell-through activity.
• Activate Partners Faster
  Prepare recruited partners to market and sell the solution promptly, with training on products, programs, and enablement tools and support for customer delivery.
• Equip Partners To Sell
  Give partners product and program training, tools, and support to help them position and sell the client’s solutions and provide a consistent end-customer experience.
• Focus Teams On Your Channel
  Give the channel program a dedicated engagement team and technology stack, with processes and sales playbooks focused exclusively on the client’s channel.
• Target The Right Partners
  Align target markets with an Ideal Partner Profile to focus engagement on partners suited to the client’s business and channel objectives.
• Identify High-Potential Partners
  Evaluate prospective partners against the client’s Ideal Partner Profile to identify those best positioned to influence, fulfill, service, and expand sales over time.
• Recruit New And Dormant Partners
  Engage suitable new and dormant partners to extend the client’s channel ecosystem and support sales activity.

Direct sales

MarketSource recruits, trains, manages, and continuously optimizes dedicated direct sales teams that operate as an extension of a client’s organization. Teams support net new customer growth, expansion into new markets, product launches, customer retention, and wallet share growth. Engagements range from bespoke teams for complex sales environments to large-scale SDR teams and outbound campaigns, supported by sales leadership, optimized processes, data-informed strategy, and a client-configured technology stack.

Category: Sales Outsourcing Services

• Manage Sales From Lead To Close
  Support sales across the funnel, including setting appointments, generating and qualifying leads, managing pipelines, and selling through to close.
• Deploy And Develop Dedicated Sales Teams
  Recruit, train, manage, and coach dedicated sales professionals and leadership who work as an extension of the client’s team.
• Target Prospects And Optimize Territories
  Use market and customer data to guide account segmentation, precise targeting, territory design, and contact data enrichment, informing strategic sales decisions.
• Retain Customers And Grow Account Revenue
  Engage existing customers to support retention and expand the share of wallet, creating opportunities to grow revenue from current accounts.
• Optimize Sales Processes Continuously
  Build sales processes around opportunities for success, then evaluate and refine them as performance data and program needs evolve.
• Track Performance With Sales Technology
  Use a client-configured technology stack, CRM integration, AI productivity tools, analytics, and performance tracking to support sales execution and program visibility.
• Scale Sales Teams To Fit Your Needs
  Choose an engagement designed for complex sales environments or deploy large-scale SDR teams and outbound campaigns aligned with specific go-to-market needs.

Field sales

MarketSource designs and manages dedicated field sales teams around client revenue objectives. Teams are recruited, trained, and supported to represent a client’s brand and reach its target customers. The service supports new product launches, market entry, new logo growth, and expansion into new industry verticals, providing a day-one-ready team with data-informed targeting, optimized sales processes, analytics, technology, and ongoing performance measurement.

Category: Sales Outsourcing Services

• Deploy A Day-One-Ready Team
  Gain a dedicated field team primed to execute against revenue objectives, without building an internal team from scratch. MarketSource describes the model as enabling quicker market entry and speed to productivity.
• Represent Your Brand
  Field representatives focus on the client’s products and target customers while embodying the client’s brand and communicating its story.
• Target The Right Markets
  Use data-informed territory design, account segmentation, and targeting to guide field coverage and prospecting.
• Build Product And Industry Knowledge
  MarketPro™ sales methodology equips representatives with essential industry and product knowledge. Training and coaching support their readiness and continued development.
• Gain Timely Performance Insights
  Access reporting and data visualization that provide visibility into field sales performance and support data-informed decisions.
• Improve Sales Execution
  Use optimized sales processes and ongoing program evaluation to adapt execution and pursue client objectives.
• Support Teams With Sales Technology
  A robust technology stack supports the launch and ongoing operation of field sales teams.
• Measure Team Performance
  Include performance measurement as part of a managed field sales operation to track execution against client objectives.

Inside sales

MarketSource designs, staffs, and operates fully managed inside sales teams tailored to clients’ revenue goals. Teams support the buying journey from first touch through close, with capabilities including lead generation, prospecting, qualification, pipeline management, and full-cycle selling. They are supported by recruiting and talent development, optimized sales processes, analytics, performance measurement, and a client-configured technology stack. Agile and scalable, teams can expand coverage, add capacity, or shift focus as business needs change.

Category: Sales Outsourcing Services

• Cover The Full Buying Journey
  Support customers at every stage of the revenue cycle, from first touch and lead qualification through pipeline management and close.
• Scale Sales Coverage As Needs Change
  Adjust team capacity and focus as opportunities evolve, with MarketSource managing the recruiting, training, operations, and technology that support the program.
• Build And Develop Sales Talent
  Use specialized recruiting and talent development capabilities to staff teams and build the skills needed to support client sales programs.
• Equip Teams With Configured Sales Technology
  Use technology selected for the client engagement, integrated with the client’s CRM or a custom Salesforce environment, with AI tools to enhance rep productivity.
• Measure Program Performance With Data
  Use analytics and data visualization to monitor performance and inform decisions about the sales program.
• Optimize Sales Processes Over Time
  Apply optimized processes and continuous improvement to evaluate and refine the sales program as performance and sales needs evolve.
• Enable Partners To Identify Opportunities
  Support partner sales teams with product education and sales enablement activities that help them identify and engage opportunities.

Brand advocacy and assisted sales

MarketSource provides managed teams of brand advocates and assisted sales specialists who represent brands in retail environments. They educate shoppers, connect customers to brand stories, support informed purchase decisions, and create memorable customer experiences. Services include in-store customer engagement, product demonstrations, demo day support, product launch support, special events, and side-by-side training that builds brand knowledge and enthusiasm. The service is designed to increase sales and profitability, strengthen brand perception and awareness, support new product introduction execution, and improve retail floorplan accuracy.

Category: Sales Outsourcing Services

• Guide Shoppers Toward Confident Purchases
  Sales specialists engage shoppers where they are, explain products, and help them make informed buying decisions.
• Build Brand Knowledge And Loyalty
  Knowledgeable advocates bring brand stories to life and create meaningful customer connections that support brand awareness and enduring loyalty.
• Create Memorable Customer Connections
  Engaging customer experiences help shoppers connect with the brand and contribute to customer satisfaction and loyalty.
• Create Engaging In-Store Experiences
  Demonstrations, launch support, demo days, and special events let shoppers interact with products and experience them in person.
• Strengthen Associate Brand Knowledge
  Side-by-side training helps retail associates understand the brand and its products, equipping them to engage customers more effectively.
• Improve New Product Launch Execution
  Dedicated teams and product launch support help brands execute new product introductions in retail environments.
• Improve Retail Floorplan Accuracy
  Support for optimal, accurate floorplans helps brands maintain effective retail product presentation across store locations.

Customer care

MarketSource provides fully managed, on-brand customer care for inbound and outbound interactions. Services include customer enrollments, product support, inquiries, toll-free program management, retention outreach, cross-sell and upsell support, sales support, and back-office sales support. Its customized programs use trained representatives, omnichannel technology, and data and analytics to deliver empathetic customer experiences and help sales teams focus on selling.

Category: Customer Service Outsourcing Services

• Build Trust Through On-Brand Customer Interactions
  Customers receive consistent, empathetic support that reflects the brand and aims to build meaningful engagement and emotional connections.
• Resolve Customer Needs Through Inbound Support
  Customers can contact a dedicated team for help with enrollments, product support, and inquiries.
• Deliver Consistent Support With Trained Representatives
  Representatives receive training and ongoing development to strengthen product knowledge, empathetic support, and consistent brand representation.
• Manage Customer Interactions Across Channels
  Integrated interaction management supports customer experiences across channels, with capabilities for routing, chat, outbound campaigns, and workforce management.
• Engage Customers Across Email, Phone, And Text
  Outbound outreach gives brands ways to engage customers through email, phone, and text for retention and sales support.
• Surface Real-Time Customer Sentiment And Insights
  Real-time sentiment analysis and customer insights help teams identify customer experience gaps and coaching opportunities as they emerge.
• Coach Representatives With Real-Time Feedback
  Centralized development plans and real-time agent feedback support coaching, training, employee readiness, and productivity.
• Use Customer Insights To Optimize Care
  Data and analytics help teams understand customer interactions and improve customer care programs over time.
• Tailor Support Processes To Your Brand
  Customized processes and back-office sales support help align service delivery with a client’s needs and brand.

Patient Engagement

MarketSource provides patient-centric engagement programs for medical device companies and pharmaceutical manufacturers of longer-term, complex therapies. From a patient’s first call to action through treatment, its teams assess treatment candidacy, educate patients about therapy and care options, connect them with appropriate physicians and resources, and nurture them throughout the care journey. Programs combine clinical expertise, patient-preferred channels, contact center technology, physician network support, and an ISO 9001:2015-certified quality management system to reduce friction and support better health outcomes and client ROI.

• Guide Patients Toward Appropriate Care
  Patients receive support across care milestones, from an initial encounter through connections to suitable treatment and the next steps in their care journey.
• Strengthen Program Quality And Consistency
  A certified quality management system builds documented processes, controls, monitoring, and continuous improvement into workflows and patient interactions.
• Empower Informed Care Decisions
  Patient education helps people understand available treatment and physician options so they can make informed choices and take confident steps in their care.
• Bring Clinical Expertise To Patient Support
  Clinical professionals and disease educators support patient engagement and education throughout care programs.
• Support Referrals And Physician Awareness
  Education, patient support, and engagement with referring physician networks help connect patients with potential care pathways.
• Reach Patients Through Preferred Channels
  Engagement through patients’ preferred channels helps teams deliver education and support in ways aligned with how patients choose to communicate.
• Identify Barriers Through Patient Feedback
  Real-time feedback reveals obstacles in the patient journey, giving clients actionable information to address friction points and growth opportunities.
• Strengthen Treating Physician Support
  Field and inside sales resources support treating physicians on behalf of manufacturers throughout physician onboarding and ongoing engagement.
• Find Nearby Physicians For Referrals
  GIS technology helps identify nearby physicians likely to recommend a procedure, supporting more convenient and effective patient referrals.

Recall services

MarketSource deploys specialized field canvassing teams to find owners with outstanding recalls whom manufacturers have been unable to reach. Specialists build trust, explain recall risks, and address objections and logistical barriers. Teams can complete repairs on the spot or coordinate repairs at the owner’s convenience. GIS-powered territory mapping, a customized CRM, multilingual outreach, and compliance tracking support targeted owner engagement and repair reporting.

• Reach Owners Other Outreach Misses
  Combines field canvassing, geographic data, and a customized CRM to find and contact owners who have not responded to other outreach.
• Target Canvassing More Precisely
  Territory mapping and language insights help plan efficient field coverage and identify where multilingual outreach may be needed.
• Guide Owners Toward Completed Repairs
  Trust-building conversations explain recall risks and address concerns or practical obstacles that may prevent owners from completing repairs.
• Complete Repairs On The Spot
  On-site repair capabilities allow teams to complete repairs during the visit, including while owners wait.
• Track Recall Compliance And Outcomes
  Compliance tracking and reporting give manufacturers visibility into outreach progress and repair closures.
• Communicate With Owners In Their Languages
  Multilingual field teams and communications help the program connect with owners in communities where multiple languages are spoken.
• Arrange Repairs At Owners’ Convenience
  Specialists can coordinate dealership repairs or arrange an appointment that fits the owner’s schedule.
• Deploy Recall Teams Quickly
  A demonstrated campaign deployment in less than 70 days shows the ability to mobilize field canvassing teams rapidly for large recall programs.
• Reach Owners Across Multiple Channels
  Using a mix of mail, email, phone, and social media supports outreach beyond field visits.

Retail sales and store operations

MarketSource provides dedicated retail sales teams and a full-service outsourced store operations model. Retail experts represent brands, engage and educate shoppers, and guide them toward informed purchases. Store operations teams can manage hiring, onboarding, training, facilities, POS and workforce systems, cash, security, and inventory. The service also supports store layouts, replenishment, pricing, and promotions to help clients manage their retail environments. It also incorporates AskMe®, MarketSource’s proprietary live virtual brand experience platform, which connects shoppers and retail associates with virtual brand experts on demand via instant message, text, chat, phone, or video. AskMe® extends brand presence in understaffed locations or markets where in-person coverage is limited or cost-prohibitive, without requiring physical headcount, and enables real-time shopping assistance.

Category: Sales Outsourcing Services

• Guide Shoppers To Confident Purchases
  Expert engagement and product education help shoppers make informed purchase decisions and support sales and lasting customer relationships.
• Manage Store Staffing
  The service covers hiring, onboarding, training, and ongoing management of store staff.
• Represent Your Brand In Stores
  Dedicated, knowledgeable representatives bring a brand to life in retail environments and support consistent alignment with retail partners.
• Manage Inventory And Replenishment
  MarketSource manages inventory and can adjust inventory levels and replenishment cycles as part of store operations.
• Optimize Store Layouts And Promotions
  The service includes managing store layouts, pricing strategies, and promotions—operational levers identified as helping maximize sales and profitability.
• Extend On-Demand Brand Expertise Across Retail Locations
  AskMe® gives shoppers and retail associates real-time access to knowledgeable virtual brand experts through messaging, chat, phone, or video. This helps answer questions and support engaging shopping experiences in locations where in-person coverage is limited, unavailable, or cost-prohibitive, without adding physical headcount.
• Surface In-Store Customer Insights
  Real-time customer behavior and sentiment insights help clients understand in-store experiences and inform retail decisions.
• Develop More Knowledgeable Associates
  Proactive training and continued development support associates in building product knowledge and growing in their roles.
• Coordinate Retail Teams And Insights
  The platform supports workforce management and peer collaboration while enabling teams to share competitive intelligence.
• Administer Store Systems
  MarketSource supports POS, scheduling, and payroll systems as part of its store operations service.
• Create Hands-On Store Experiences
  Product demonstrations, demo day support, launch support, and special events give customers opportunities to experience products in store.
• Manage Retail Facilities
  Facilities management is included in the outsourced store operations model, supporting the operation of retail locations.
• Manage Store Cash
  The store operations model includes cash management for retail locations.
• Protect Stores And Assets
  Store and asset security is included in the operational responsibilities MarketSource can manage.