Accela
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Case Studies
City Pacific Training Pty Ltd.
After our last sales conference we realised that we had a lack of structure in the sales process, and structure is something that is very important in a franchise system. Many of our brokers come from the finance industry which means that they know finance, but don’t necessarily have a full range of sales skills.
From a strategy and logistics point of view, it made sense to implement a system that our people could log into, have a look at the sales process and identify those areas where they felt they had deficiencies. We could then attach training modules to these particular issues.
Our brokers often told us that they had difficulty in filling their sales pipeline or found referrals difficult. They now have a mental checklist which enables them to look at the various stages of the sales process and work out how to overcome these issues.
We’ve been working through this process with Accela for most of the year and it’s been a very consultative relationship. This year we will be able to roll out a program that everybody has had some input into. It is truly and uniquely our own intellectual property and reflects what brokers do, rather than just being theory.
From what we had in mind when we first met with the team from Accela, we’ve probably done a 360 degree turn, with a few bends along the way, and, to their credit, we’ve ended up with what we needed and wanted.
Mark Mugridge
National Training and Compliance Manager,
City Pacific Training Pty Ltd
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