TechValidate Research on GreatAmerica Financial Services

Introduction

This case study of Hunter Engineering is based on an August 2016 survey of GreatAmerica Financial Services customers by TechValidate, a 3rd-party research service.

Challenges

The business challenges that led the profiled company to evaluate and ultimately select GreatAmerica Financial Services:

• Top reasons their customers finance with GreatAmerica Financial Services:
  • Consistent budgeting
  • Flexible options
  • Not having enough cash on hand
  • Tax benefits
  • Fast and convenient service
• Addresses the following challenges with GreatAmerica Financial Services:
  • Hitting sales goals
  • Communication with the customer
  • Communication with the distributor
• Other financing sources used for equipment purchases in addition to GreatAmerica’s financing sources:
  • Cash
  • Bank financing
  • Other financial service companies that service poor credit buyers

Use Case

The key features and functionalities of GreatAmerica Financial Services that the surveyed company uses:

• Always offer a monthly payment price to the customer
• GreatAmerica Financial’s products / services they have utilized:
  • Sales assistance
  • Program creation
  • Upgrade opportunity reports
  • Marketing assistance
  • Tradeshow / event support

Results

The surveyed company achieved the following results with GreatAmerica Financial Services:

• Quicker sales process
• Faster payments
• Marketing or event support

Introduction

This case study of COTG is based on an August 2017 survey of CharTec Sales Simplicity Seminar customers by TechValidate, a 3rd-party research service.

Challenges

Before attending the CharTec Sales Simplicity Seminar, COTG experienced challenges selling as-a-service which included:

• Filling the sales funnel
• Creating talk tracks
• Overcoming objections
• Establishing sales process
• Implementing sales strategy

Use Case

3 Members from COTG attended the CharTec Sales Simplicity Seminar in June 2017.

Results

COTG achieved experienced immediate results within the first month of attending the CharTec Sales Simplicity Seminar, which included their improved ability to:

• Fill sales funnel
• Create talk tracks
• Overcome objections
• Implement a proven sales strategy

COTG also strengthened their performance which includes:

• Ability to charge a new Assessment Fee which they never charged before attending the seminar.
• 21-30% increase in margins.
• 26-50% increase in # of managed services deals.
• 26-50% increase in monthly recurring revenue – MRR.
• 26-50% increase in price per seat.
• Up to 25% increase in sales rep compensation.