Case Study:
Increased sales 400% for a B2C Financial Technology Company!
At a glance
Industry: B2C
Category: Financial Technology Company
The Brand: A B2C financial technology company that specializes in helping student loan borrowers optimize their repayment strategies.
Solutions:
✔️ Consult on, strategize for, and optimize call center operations.
✔️ Maximize efficiency and broaden the reach of the broker sales program through optimization and expansion strategies.
✔️ Analyze current operations to enhance efficiency and effectiveness by integrating a tailored sales strategy.
The Project
This B2C financial technology company faced hurdles competing in a crowded market, safeguarding data, and managing partnerships, requiring strategic planning and adaptation for success.
The Plan
Provide ongoing staff training and education to stay updated on regulatory changes.
Implement a robust CRM system to manage and track customer interactions, leads, and opportunities effectively.
Develop standardized processes for lead nurturing, follow-up, and relationship building to ensure consistent and effective customer engagement.
Foster a customer-centric culture within the sales team, emphasizing the importance of building long-term relationships and providing value to customers.
Regularly review and analyze sales data to identify trends, opportunities, and areas for improvement.
Provide comprehensive training and development programs for the sales team to enhance their skills and capabilities.
Focus on improving sales techniques, objection handling, negotiation skills, and product knowledge.
Implement ongoing coaching and mentoring to support the continuous growth and improvement of the sales team.
Results
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$320,000
In new revenue in the first 120 days after implementation
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400%
Increase in sales 90 days after implementation
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+17,000
Active clients across multiple sectors