Case Study: Global Financial Institution improves sales force productivity with AlignStar

Increasing sales force productivity by 10% using AlignStar

Global Financial Institution, a financial services company with $34 billion in revenue and 54,000 employees, needed a better way to align sales professionals and allocate leads in real time. Its existing process left leads unassigned for days while the company worked out the correct territory and sales representative to follow up. It turned to AlignStar territory management software to address the problem.

Using AlignStar’s Territory Expert and manual alignment tools, the company created well-balanced territories and loaded those definitions into its lead management system so new leads could be assigned automatically to the right sales representative. The financial institution implemented AlignStar within days, improved throughput from days to minutes, and increased sales force productivity by 10%.