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 management signed off, a smooth and modern sales funnel was made to optimize each and every new lead that came in.

This included phone, email, and website forms.

Management was then able to sales reports of where in the sales process leads were dropping off and could then tweak their offers to increase sales.

Over time, the company and the Fintech CRM team could work together to further refine and optimize the sales process and automate more of it online. The client now has more sales with the same amount of sales people on board. Its isn’t always about adding more sales people, it is rather about building and refining your sales process.

Interested in having our Fintech CRM team build this out for you – request a free analysis of your sales floor today!