- Financial services
- Sales
- CRM
- Analytics
- Quality control
A commercial sales system in financial services
Business processes, KPIs, CRM structure, a training platform and daily management analytics — the full commercial loop
The task
Build a complete commercial sales system
The commercial process is combined with CRM structure, KPIs and financial incentives. The described scope also includes onboarding of new employees, a training platform with testing, scripts and daily analytics. Sales department systematisation. What to check in a sales audit.
What we delivered
Business processes for the sales department
A KPI and financial incentive system
CRM structure
Onboarding for new employees
A training platform and testing system
Sales scripts
A daily management analytics system
Technologies and tools
Analytics
- KPIs and financial incentivesIndicators and reward tied to the result
- Daily management analyticsAn operational picture of sales for the manager
CRM and processes
- CRM structureThe basis of how the department works with clients
Methods and standards
- Training platform and testingOnboarding and verifying new employees
- Sales scriptsOne scenario for client conversations