Case Study: Snyder Capital Management expands its sales pipeline by $650M with Valgen’s ProsperVue

Snyder Capital Management grows pipeline by $650M with Valgen

Snyder Capital Management, a financial services firm based in San Francisco, faced the challenge of needing to build relationships and nurture high-value accounts more effectively. Their portfolio managers required a solution to spend less time traveling and more time with customers, while also finding a quick way to expand their sales regions. They turned to Valgen and its ProsperVue product to address this.

Valgen's ProsperVue solution streamlined the sales process with its powerful features and Salesforce integration, saving valuable time and travel miles. This enabled Snyder Capital's sales reps to successfully expand their territories from cities to entire metro areas. The measurable impact was significant, as the firm improved its pipeline for assets under management by $650 million within just a few months and saved thousands in travel costs.

Snyder Capital Management