Case Study: Allstate Dealer Services achieves sales excellence with Profit.co

A Success Story of Sales Excellence at Allstate Dealer Services with Profit.co OKR Solutions

Allstate Dealer Services, part of the Allstate family of companies, wanted a better way to manage sales execution beyond traditional CRM and manual call reporting. The team needed clearer visibility into daily sales activities, stronger follow-up, and a more effective way to align sales behavior with organizational priorities. They turned to Profit.co and its OKR solution to help structure and track their sales objectives.

With Profit.co, Allstate Dealer Services shifted to a more user-friendly, technology-first OKR process that connected activities, check-ins, and regional performance reviews without duplicating CRM data. The platform helped the team capture both qualitative and quantitative insights, reduce leadership follow-up, and improve alignment across the sales organization. In 2022, Allstate Dealer Services reported hitting about 98–99% of its annual target, showing the measurable impact of using Profit.co.

Allstate

Lawrence Guy

National Training Manager