A/B tested two CRM onboarding firms, one had a 3x close rate boost

I spent the last quarter comparing two B2B onboarding service providers for our small sales team. The first one used a generic video course and a one time kickoff call, cost us $1,200 a month. The second one assigned a dedicated rep who shadowed our reps for 3 weeks and rebuilt our follow up email templates. Our close rate jumped from 8% to 24% with the second firm, while the first barely moved the needle. Anyone else see a huge difference when a provider actually watches your team work instead of just handing over a playbook?

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skyler_kim158d ago

Dedicated people watching your actual process is a whole different ballgame. We had a similar thing where the one firm just sent us a bunch of templates and we barely used them. The one that sat in on our calls caught a ton of little things we were doing wrong that we never would've noticed on our own. It's night and day.