You are Helping People Afford Life
The success of your financial institution relies heavily on your sales team, but many credit unions and community banks lack a true sales culture.
But your sales department can’t work in a silo to achieve these desired results. Sale enablement provides the support sales teams need to effectively connect marketing leads with sales follow-up and to better engage the buyer throughout their buying journey.
We will work alongside your lending and retail team to create and revamp job descriptions for digital sales specialists in mortgage, consumer, retail, commercial and business lending departments, in addition to crafting incentive plans that align with your organization's goals.
"It honestly feels like they’re an extension of our own marketing team. She took the time to understand our old, manual sales process and then worked with us to create automated workflows that have seriously improved how we handle sales and service. The custom deal boards and views she set up in HubSpot are a game-changer, making it way easier to manage leads and keep track of everything. The custom sales sequences she built have kept us consistent and helped us stay on our customers' radar."
"They took the time to really understand our manual sales process and then built out customized, automated workflows in HubSpot that have significantly improved how we operate. The tools they created — especially the custom deal board and tailored views — have made it so much easier for our team to manage leads and track progress across products and services. Danielle specifically has helped set up sales sequences and provide one-on-one coaching to our Retail team. She's helped us stay consistent, and this has led to a more confident approach in our digital outreach."
"We had a great experience with the FI GROW team as they led us through HubSpot tool onboarding and initial tool training, and now they continue to work with us to provide ongoing HubSpot marketing deliverables. Danielle set up custom sales sequences that help our team stay consistent and top of mind with leads. She's kind, responsive, and truly understands what financial institutions need."
"From onboarding to ongoing one-on-ones, Danielle has been a valuable partner in our sales enablement journey. Our process is more efficient, and our team feels more confident in HubSpot. Danielle made HubSpot work for us—tailoring everything to our credit union’s structure and sales goals. We’re seeing better lead follow-up and improved internal collaboration thanks to her guidance."
"They took the time to understand our current manual sales process and then created and customized automated workflows that have significantly streamlined our sales and service operations. Danielle made HubSpot work for us — tailoring everything to our bank’s structure and sales goals. We’re seeing better lead follow-up and improved internal collaboration thanks to her guidance!"
"We engaged FI GROW Solutions to assist in creating a digital Indirect Onboarding Program to better engage our indirect members, deepen our wallet share and increase our operational efficiencies. Based on the program’s performance after the first few months in production, the only regret is that we hadn’t initiated this process much earlier!"
