Fiserv is a leading global technology provider for banks, credit unions, securities processing organisations, and insurance companies. It’s at the heart of innovation in the finance industry and prides itself on extensive sales team training, which it gives to all new employees to ensure that they understand Fiserv’s strengths.
Despite the work Fiserv had done to create and deliver sales training, their management team saw six key issues that continued to hold back its salesforce. The first issue was that the company did not have a searchable repository of promotional and marketing content for its sales teams to easily access. The second was that Fiserv did not have a way to quickly describe and communicate the importance of its promotional documents to sales reps. The third was that it did not have an integration between email and relationship management systems. The fourth was that teams had no way of tracking customer behaviour after initial sales pitches were sent. The fifth was that sellers did not have connectivity between sales software to their mobile devices. The sixth was that the sales onboarding and training processes were too complicated. Although training was extensive, there was a need to show which content categorically worked.
After identifying their sales operations issues, Fiserv’s management was unsure how to correct them. This would potentially require a long and costly resolution involving a large-scale overhaul of its training, SaaS software, and management process.
Despite the work Fiserv had done to create and deliver sales training, their management team saw six key issues that continued to hold back its salesforce.
Luckily, Highspot was able to provide a cost-effective and simple solution to the numerous issues. There would be no need for a major overhaul of the sales cycle, as Highspot was flexible enough to integrate with ease.