TechValidate Research on GreatAmerica Financial Services

CharTec Sales Simplicity Seminar Case Study

COTG Experiences Immediate Results with Sales Simplicity Seminar


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.


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.


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.

About This Data

This data was sourced directly from verified users of GreatAmerica Financial Services by TechValidate.

TechValidate verifies the identity and organizational affiliation of all participants that contribute to published research data. When research participants so desire, we also guarantee their anonymity so that they may share information honestly and freely.

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