get my free demo

Snap Finance

Success Story

“It’s easy [for sales managers] at a glance to see where their team is at, where they need to focus in their one-on-ones. It’s easier to hold [reps] accountable…so it just makes the conversation easier.”

– Boomer Stockton, VP Sales Operations, Snap Finance

 

Founded in 2012, Snap Finance operates as a digital finance company that provides merchandise financing to brick and mortar, and e-commerce merchants. Snap Finance is based in Salt Lake City, Utah.

The Challenges
  • The organization needed a coaching platform, something to help with training and developing leaders
  • Didn’t know if required 1-on-1 coaching sessions each week were happening, had no visibility into written notes or files saved on a desktop.
  • Plagued as a company by many siloed systems, having to log into one and then the other and switch back and forth in the field on a phone or iPad
  • Using Salesforce dashboards and reports to help leaders measure activities and results they were trying to achieve was ineffective
Why LevelEleven?
  • It gave them a visual way to understand and measure coaching and performance
  • They needed ‘beautiful’ data that was easy to digest and consume
  • Native to Salesforce, which was non-negotiable
  • It was a ‘one-stop-shop’ or ‘single source of truth’ for their sales performance management
The Results
  • Everyone is aligned on what the expectations are, so it streamlined their process and created focus and efficiency
  • Newfound ability to track coaching efforts and document sessions that isn’t on paper, but stored in one easy to access location that managers and executives can access
  • Achieved gamification of their sales process to tremendous success, because reps found it fun and exciting to compete amongst their teams
  • Helped them use the data they were already capturing in Salesforce to drive the outcomes they hoped to achieve
  • Most important to them was accountability; LevelEleven gave visibility into the efforts of managers and reps and helped pinpoint areas with opportunities for improvement
Learn more about Ascent Cloud solutions for financial services
request a demo