Zephyr

Proactive Agent Management for More Sales Opportunities

Maximize opportunity generation across your agent network. Zephyr enables your partners to proactively develop local markets – instead of passively waiting for inbound demand. A structured approach to clarity, collaboration, and commercial success.

Let’s explore how Zephyr could support your agent management:

Used by leading B2B companies across engineering, machinery, and global distribution networks
Designed to align sales, partner management, and strategic growth planning
Used in deals ranging from €50K to €25M+, as well as serial business with €100M+
Proven to increase opportunity volume and funnel visibility in multi-agent structures

What are the challenges Zephyr will deal with?

Agent networks often seem like a cost-effective sales channel - until you realize how few opportunities are actually generated. Zephyr tackles the underlying issues that make indirect sales structures underperform.

Too Few Opportunities

Many companies fail to meet order intake goals - not due to product gaps, but because agents fail to generate sufficient new leads in key markets.

Reactive Agents

Instead of driving growth, many agents manage existing accounts and wait passively for demand - missing chances to develop new business.

Missing Market Insights

Most companies lack visibility into which regions and customer segments agents are covering and where untapped potential lies.

The impact you can expect

Higher Opportunity Volume

Teams consistently generate more qualified leads through clearly defined lead channels and agent activation.

Reduced Cost of Sales

By focusing investments on productive agents and stopping unproductive partnerships early, companies reduce overhead in indirect sales.

Stronger Forecast Accuracy

With better visibility into agent activities and clear criteria for funnel stages, forecasts become more reliable and actionable.

Higher Motivation & Clarity in Sales Roles

Agent managers and sales leaders benefit from a clear framework - making agent management more strategic and less frustrating.

Faster and Smarter Market Development

Structured partner engagement opens new regions and applications faster - without needing full in-house coverage.

How Zephyr solves this

Most teams don’t lose deals due to lack of skill – they lack structure. Cascada introduces a repeatable process that helps teams qualify, plan, and move opportunities forward with confidence. A Unified Framework for Opportunity Success Cascada is a cohesive system built on three elements that work together across sales, meetings, and management:

Clear Lead Processes

Define a measurable funnel for agent-based lead generation. Gain clarity on which markets and applications are driving pipeline growth.

ScoreCard for Agent Relations

Create transparency and comparability through objective evaluation of your agent network along five core dimensions.

Implementation Support

Use our guided Agent Management Sheet to implement and monitor clear expectations, investment plans, and performance reviews.

Use cases - who benefits how

Sales Director

Steers the team to focus on agents with the highest impact and most strategic potential, ensuring that partner management becomes a true growth lever - not just an administrative task.

Agent Manager

Uses clear criteria and structured check-ins to develop or de-prioritize agents based on performance, commitment, and potential in target markets.

Market Strategist

Identifies white spots, competitive gaps, and growth regions where new agents should be activated - or where a structured replacement might unlock new market share.

Local Sales Rep

Shifts discussions with agents from reactive product support to strategic funnel building, aligning field insights with data-driven steering from headquarters.

Why we created Zephyr

Many B2B companies rely on external partners to access new markets – whether in engineering, manufacturing, SaaS, or industrial distribution. Especially when entering unfamiliar regions, it’s common to build a wide agent network – but quantity rarely equals quality.

Agents often juggle dozens of products, focusing their energy where they expect the highest and fastest returns. This leads to passivity, unclear commitments, and underdeveloped markets.

Zephyr was developed to answer two key questions:

How do we motivate agents to invest more in our partnership?
When is it time to end an unproductive agent relationship?

The meaning behind "Zephyr"

The West Wind

Symbolizes the steady flow of new sales opportunities.

Less Pressure

A cooling breeze that reduces sales pressure through a more predictable pipeline.

Measurable Success

Track lead generation performance across all market access channels.

Active Steering

Drive growth through structured agent management and strategic partnerships.

Is Zephyr suited for your needs?

Zephyr is suited, if:

You sell complex B2B solutions and rely on external partners for lead generation and opportunity development
Your agent network is large but produces too few new opportunities
You want to evaluate and manage agents more objectively and consistently
Your sales team needs a clear process to engage, qualify, and steer agent relationships
You aim to grow in markets where in-house sales coverage is limited

Zephyr is not suited, if:

Still have Questions?

How long does implementation take?

You’ll see first improvements within 4 weeks. Full rollout usually takes 3–6 months.

Do we need specific tools?

No new tools required – Zephyr is designed to work with your existing CRM and reporting environment.

Isn’t this too much for experienced agents?

Not at all. Zephyr strengthens partnerships with clear expectations – which experienced agents appreciate.

Will this take too much time from selling?

On the contrary. Zephyr helps your team focus on what matters by eliminating wasted efforts.

How is this different from other sales methodologies?

Zephyr addresses the blind spot in indirect sales – by focusing on the agent relationship, not just the customer journey.