Case Study: Multibillion-Dollar Financial Services Company achieves 57% sales-demo improvement and accelerated ramp-to-productivity with CommercialTribe

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Preview of the Multibillion-Dollar Financial Services Company Case Study

Fixing a poor sales demo in a global organization feels like trying to turn the Titanic

A global, multibillion-dollar financial services company that builds compliance and cost-reduction software for enterprises discovered that 75% of its hundreds-strong sales force could not effectively deliver a sales demo, putting revenue and market share at risk. The VP of Sales needed a scalable, practice-driven program that would work across diverse teams and quickly improve demo performance.

They implemented CommercialTribe’s sales development SaaS to identify the best demo, align the team around that message in 15 days, and require regular practice and coaching. Within the pilot 57% of reps improved their demos; the team sharpened agenda-setting, value positioning, differentiation, and customer visualization skills, and ramp-to-productivity shrank from months to weeks—creating an ongoing coaching framework and measurable culture shift.


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