Principle Financial

Sales training with focus on customer service + cross-sell/upsell.

Increased sales growth as a result of custom eLearning that went to all salespeople.

Process also improved customer retention and customer referrals.

Process was supported by a sales incentive and company-wide recognition and reward program that recognized superior service and created company leaderboards for cross-selling and upselling Principle Financial products.

Methodology - executive consulting, custom eLearning for sales managers, sales teams and customer service.