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Advanced Ways of Selling


Create strong sales processes as a foundation for growth in financial services

COMPANY: B2B Financial Service Provider, acquired by PE

YEARS: 2018-2019

MISSION: Design and implement an internationally scalable sales system, as a foundation for further growth.

Decades of undisputed growth after the invention of the category by our client, new competitors were coming up and the PE shareholder aimed to internationalize the business.

Designed a scalable sales system together with the sales teams, among them an improved sales organization, state-of-the-art sales processes, a consistent sales management systematic incl. comprehensive KPI system and requirements for massively improved CRM system. In 2019 the company was the best performing portfolio company of the Private Equity Shareholder.

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