Book a Meeting

Case Study

A defined Outbound Process enabled financial software company to grow lead generation 1300%

Affirmative Technologies is an automatic electronic payment, risk management and reporting software that helps financial institutions stay compliant, avoid losses, reduce costs and grow revenues.

Company Name

Affirmative Technologies

Company Type

B2B Software

Industry

Financial

What challenges were they facing before SalesLeap?

Affirmative Technologies is an automatic electronic payment, risk management and reporting software for financial institutions. They struggled to manage the entire sales pipeline with only account executives – from prospecting to contract signed and implementation with customers. The sales reps were full cycle. This became VERY difficult to manage as they grew in size, to the point where the sales team was so involved in account exec tasks and client success that there was no time for outbound sales development. Leads were running dry.

Core Problems

  • They were using full-cycle sales reps who were not putting in the activity level to develop leads
  • No one on the sales team was focused on sales development
  • The outbound process was not well-defined
  • There was not a well defined ideal customer profile to guide lead sourcing

After the SalesLeap program, Affirmative Technologies:

  • Grew lead generation rate 13x, 1300%
  • Successfully has their HubSpot CRM reorganized with an outbound sales process, lead scoring system, automated email workflows, sequences, tracking, reporting and more
  • Their process is geared to give a sales development focus to keep the net new leads moving towards opportunity.
  • Separated their sales efforts into 3 coordinated silos; sales development, sales, customer upsells.
  • Is confident in a sales process that is producing the results.
  • Now has a well-defined Ideal Customer Profile to inform messaging and lead sourcing.
  • Guidelines and best practices for the sales leadership to manage the sales team
  • Has a proven and predictable outbound sales development process set for high-growth
Affirmative Technologies financial software image
SalesLeap review image

Results after Affirmative attended the SalesLeap Sales Training Event:

Affirmative’s attendance at the July 2023 SalesLeap event further cemented their growth with sales development coaching to optimize their already amazing success. Learning more about overcoming objections and progressing leads from sales qualified lead to sales qualified opportunity is more clear.

13 x

More Meetings Booked

1300 %

Increase in Lead Generation

SalesLeap grew our outbound lead generation 1300%!
SalesLeap’s team and process gave us what we needed to truly scale out our sales. Our outbound lead generation has increased 1300% since we adopted their process and the base of their messaging. They will have you up and running and train your team on a process that is efficient and effective and shows you how to use the tools they provide to make minor tweaks based on data you capture as you run the process, to truly increase it’s efficiency and effectiveness the more you use it. After our first 90 days, we had the data needed to make the minor tweaks to the initial setup that boosted our effectiveness and increased our outbound lead generation exponentially. Not only will they help you set up the process, they will help you analyze the data and make changes along the way to ensure the process is custom tailored to your business to it is as effective as it possibly can be.

 

Nick Venuto

Account Executive

Curious if our B2B Outbound Implementation Programs can help you?

Enable your team with the control and confidence of a proven outbound sales process.
Book a MeetingContact us