Boost your sales in the financial industry through the best CRM and proven sales strategy
The financial industry is a big and fast-changing field all over the world. However, many financial companies run into several problems that stop them from selling more and growing their business. Stamina provides customized sales solutions designed to tackle the unique obstacles encountered by financial companies, enabling them to surmount hurdles to increased sales and attain enduring expansion within this ever-evolving sector.
Types of Financial Companies
Banks
Credit organisations
Fintech companies
Investment companies
7 Advantages Why Sales Planning and Strategy Creation is a Must for the Financial Industry
Sales planning and strategy for the financial industry are crucial to effectively reach and engage their target customers, streamlining the delivery of services such as maintenance, consulting, or personal services.
Sales planning and strategy creation including:
Level 1: Sales Analyses / Diagnosis
Level 2: Market reasearch (Insights)
Level 3: Setting measurable sales goals (KPI’s)
Level 4: Necessary steps to reach the goals (Plan)
Level 5: Figuring out potential challenges (Manual Creation)
Level 6: Calculation of the salaries and number of staff
Level 7: Implementation
Smart planning allows businesses to increase efficiency and revenue potential by up to 27% through targeting high-potential services and markets.
Build a professional sales department in the financial industry
Hybrid is a sales training program specially designed for financial solution sellers with over 3000 participants trained in financial segments.
We know selling finance can be tricky with all its special details, so we've made this training to help you get good at offering the exact financial help your clients need.
Triathlon is the best alternative way to develop sales skills through training containing online video lessons and exercise digibook.
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Can a CRM system help better improve the sales process in the financial industry?
Pipedrive CRM software gives banks and financial organizations 360-degree visibility of their leads and customers, helping them to make informed decisions and build stronger, more valuable relationships.
The Pipedrive CRM system is a great help for financial organizations. It makes managing customer interactions a lot easier by keeping track of sales and management in one place.
Unlock the capabilities of a right CRM platform to not only streamline your processes but also to cultivate meaningful customer relationships, fostering long-term loyalty and driving business success.
Why Choose Us?
Win-Back Strategy:
Implement a targeted approach to re-engage customers who have only used our service once, offering personalized incentives and communication to encourage their return.
Data-driven decisions:
We help financial companies understand your business better and turn customer data into clear plans that improve services and grow business.
Expert Sales Team:
Rely on a highly trained and knowledgeable sales staff equipped with the skills to effectively understand and meet customer needs, driving successful outcomes.
10+ years of experience:
We work with 20+ banks and credit organizations, our training has already helped 3000+ students and financial sales specialists and developed unique sales strategies and plans for selling loans, deposits, and fintech solutions
Success cases in the financial and banking industry
"C-Quadrat Ampega" Austrian investment group
Sales planning and strategy creation
"Central Bank of Armenia"
Training for all communication specialists
"Finca" Credit Organization CJSC
Sales training for all sales department
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If you're interested in learning more about how Stamina can specifically benefit your financial company to increase sales performance, you can schedule a personalized consultancy.
