Client Stories

A large global Fortune 1000 financial services organization developed a new training program for its global sales force to help drive sales and improve the quality of customer experience. Given the strategic nature of the program, the company needed to be able to ensure program impact to these key outcomes. Detailed analysis was needed to ensure that the impact was optimized.

One of the world’s most recognizable and admired wholesale brands, with thousands of employees, hundreds of retail partners, and dozens of their own showrooms dispersed globally, had begun to measure the effectiveness of their training programs, but lacked the visibility they needed on how learning investments directly impacted strategic business outcomes.

With thousands of agents and millions of customers served in hundreds of offices across the country, this insurance provider faced significant challenges in rolling out new certification programs around several important product offerings. Shortly after the rollout, the team used Performitiv to help review insights based on evaluation data and past benchmarks on performance.