Case Study: Increasing sales force productivity by 10% using AlignStar
CUSTOMER STATS
INDUSTRY
REVENUE
EMPLOYEES
USE CASE
CHALLENGE
A global financial institution with over $1,000,000,000 in assets under management, needed a better way to align sales professionals and allocate leads in real-time.
Their current process was ineffective and leads would go unassigned for days while they figured out which territory and sales representative should follow up on the lead. The company decided to use AlignStar, the market leading territory management software application, to help solve this problem.
AlignStar is the leading provider of territory resource management software for businesses around the world. We make it simple for companies of all sizes to visualize potential, analyze performance, optimize territory design and manage field resources to maximize results.
INSTITUTIONAL GOALS
- Improve productivity of the sales force
- Deploy easily
- Get results quickly
OUR SOLUTION
REAL-TIME ALLOCATION OF LEADS TO THE RIGHT SALES PERSON
The company used AlignStar to create well-balanced territories using the Territory Expert and manual alignment tools. These definitions were loaded into the company’s lead management system. Whenever a new lead is created, it is allocated in real-time to the sales representative responsible for that territory.
DEPLOY EASILY
The financial institution was able to implement AlignStar within days. The simple user interface provided them with tools to visualize their market potential using “heat maps” and “density dots”. The application was easy to use and allowed the company to integrate with any data source through a simple interface.
SPEED TO BENEFIT
The automation of the territory management and lead process improved throughput from days to minutes. Now any lead that is created is automatically allocated to the proper sales representative within the correct territory. The financial institution also could view these leads on maps for the first time and understand changes in the demand for their services.
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In today’s competitive marketplace, you cannot afford to have inefficiently designed territories. We can help.