Sales Performance - Financial Services

Sales Performance – Financial Services
March 15, 2019 Celia Kim

ROI: return of $311K per annum (7X ROI)

For a group of 44 sales reps

Using AI to provide salespeople with faster, more meaningful insights to support sales strategy and help them reach their target. Anna allowed reps and managers to obtain a personalised understanding of the key drivers of their revenue across various areas – such as channels, branches, products and teams.

Business Areas

  • Performance
  • Quota /actual sales
  • Client/ product penetration
  • Activity
  • Productivity
  • RM (banks)
  • Agents (insurance)

Hyper Anna Users

  • Front-line sales
  • Account Managers
  • General Managers
  • Sales Ops

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