Sales we coming in. Business was growing, but huge gaps existed in the sales process. The client knew they could do more, but didn’t have the time or skillet in-house to build this out. This is where the Fintech CRM team stepped in. After analyzing the sales flow at the firm, We built out the sales process on paper. Once … Read More
Take Active Control of Your Sales Team
This client was a sales machine Everyone in the firm was a rockstar at bringing in sales. Yet turnover was quite high. A top performed often build up his sales client base quite nice, and then would get poached by a competitor. While this is common with top salesman, the firm was significantly set back each time. They had no … Read More
Streamline Your Sales and Support Teams
The client was doing well – business was great – and yet – they started seeing seams cracking. As more clients came on board, the sales reps were often stuck following up with new account setup and client service inquiries. This started discouraging sales reps from getting new clients on board, and causing a lot of tension between the client … Read More
Using Systems To Find The Right Marketing Channels
The client was doing well- business was god and they had just raised another round of investment funding. The new funds were promptly applied to marketing and advertising. While it increased the business flow of leads, the sales team had no idea where the leads were coming from. Marketing was busy playing with Facebook ads and new viral campaigns, yet … Read More
Train Your Sales Team on CRM & Sales Systems
Do you have a constant flow of new sales people coming to your financial services company? Are they properly trained on your CRM system and handling it right the first time? Most likely, your company is growing fast and you don’t have the expertise or manpower in your organization to ensure your new sales team is using the CRM properly. … Read More
Reduce Frustrated Customers On The Support Time
In high growth companies, keeping up with the requests of clients can get overwhelming. There is turnover in your company, there is miscommunication about who is helping the client in which task. Things can get out of control. All of this can burn the client relationship, and create negative word of mouth feedback on your firm. Nip this in the … Read More