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CHCG Case Study

Contact Center Business Development Support

Developing an ROI Sales Tool for a Banking Technology Company’s Call Center Services.

$3.5 million

Increased Revenue Through the Use of an ROI Sales Tool

Best Practices

Operational Assessment Aligned Services with Industry Best Practices

Market Research

Targeted Market Research Campaign to Gather Data from Prospective Banks

CASE STUDY DETAILS

Project Summary:

The banking technology company lacked the necessary knowledge and expertise to gain efficiency and increase revenue for their call center services and software.

They sought an outside industry expert to develop an ROI sales tool and provide sales training and guidance.

CASE STUDY DETAILS

Project Challenges:

  • Gap in call center industry knowledge for the banking technology company
  • Lacking sales training and ROI guidance systems
  • Stagnant or low sales on a new product line

Plan of Action

Project Solution

Based on the unique challenges listed above, CH Consulting Group worked quickly to develop comprehensive solutions. 

  • Conducted a thorough operational assessment of the company's call center services and software to gather necessary information for the ROI calculator development.
  • Led a comprehensive targeted market research campaign to gather data from prospective banks and provide valuable ROI tool data.
  • Developed an ROI sales tool that incorporates market research, expert knowledge, and industry best practices to support the company's sales representatives when presenting an ROI cost justification.

THE OUTCOME

Project Results

The partnership with CH Consulting Group allowed the banking technology company to bridge the gap in their call center industry knowledge, which enabled them to effectively market their call center services and software to prospective banks.
  • Increased revenue of over $3.5 million dollars through the use of the ROI sales tool.
  • Aligned the company's processes and services with industry best practices.
  • Provided the company with a client-calibrated ROI tool for their sales team and partners to use and leadership with a significantly broader and deeper understanding of the call center space and industry.

Download The Full Case Study Here

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