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REAL RESULTS CASE STUDY:
ENABLING GROWTH IN FINANCIAL SERVICES

An established financial services company ready to kickstart their growth hired a new sales team and opened a second office after engaging SRi. 

THE BACKGROUND


An established financial services company in the Puget Sound area was relying on their reputation and existing customer base for sales. While this model was sustainable for their size, the small business was committed to growth and knew they needed to formalize a sales and marketing strategy and increase new business outreach to do so.
 
They selected Sales Result due to our Professional Services expertise, proximity and availability to meet onsite, and willingness to build a sales team from scratch. After a successful initial playbook engagement, we continue to provide ongoing support. 

CHECKMARK

SALES PLAYBOOK

CHECKMARKSALES REP COACHING

CHECKMARKMARKETING SERVICES

CHECKMARKHIRING SERVICES

THE SOLUTION

The Seattle-area company selected SRi “because they are consulting focused – able to work with our size of business, proximate to us for ongoing availability, and experienced in both sales and marketing”, said our client and the company’s General Manager. “We wanted our solution to reflect current methods, effective use of our invested time and financial commitment and we wanted to be able to measure results.”

Over the course of 12 months, SRi provided this client with a Paint-the-Picture® sales playbook and training, marketing strategy and services, and hiring services. “The best part of working with SRi was exposure to current sales and marketing development methods and ideas – such as CRM selection and implementation, sales playbook, new website development, and new marketing materials and strategies”.

THE SALES RESULTS

sales-team-1
Client hired a dedicated sales team for the first time in many years.
faster-ramp-up-times
50% faster ramp-up times using sales playbook for new hire training.
new-office
They entered a new market in their region and opened up a second office.
new-website-1
Sales messaging guided complete rebrand of website and logo.
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The best part of working with SRi was exposure to current sales and marketing development methods and ideas – such as CRM selection and implementation, sales playbook, new website development, and new marketing materials and strategies.

- General Manager