Centrafin Consulting
Centrafin is a finance company that is established and growing, despite a competitive market in the asset finance space.
Background
Service had been their main differentiator, but with the team growing, their sales processes had become obsolete and no longer served the team or their clients.
Solution
Working with their management and sales team, we mapped out the actions required to bring a client onboard and retain them, from generating the lead to achieving lifetime value. We then developed a process for their team to follow and automated it.
Impact
Centrafin were able to be more efficient in their sales efforts, getting more output from each of their sales resources. With the automation of their sales processes, the management team were able to quickly identify and act on any issues impacting their clients.
