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 sales processes in place, no CRM, and no backups. Replacing the salesman was expensive with recruiters, and they often started with a list of cold leads and no database of current clients.

The client found Fintech CRM team and was relieved they could start building system s and assets in the sales department. A proper sales flow was outlined and a CRM software implemented.

Over time, sales people stuck around! They could capture more sales and have the client services team do a great job at smoothing over the on boarding process.

On top of that , the founder and managing team could sleep well at night, knowing that they had the clients in a central database (CRM) and if a sales rep did turn over to a competitor, the assets were secure.

Is your firm curette haphazardly selling and “praying” the top sales reps don’t turn to the competition Take power in your organization and let the Finch CRM sales automation consultants come in and optimize your prized sales department. Request a free analysis today!