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Financial Services Exceeds Sales

As a member of a seventeen-company family focused on the home real estate industry, Weichert Financial Services offers a collection of real estate, mortgage, insurance, and closing services to home buyers. From mortgage pre-approval to closing, the company assists its clients with home financing needs every step of the way.

It involves three major components:

“Salespeople who don’t keep up with routine mobile phone number data updated 2025 prospecting tend to wonder why the sales pipeline is empty,” said Eric. “Fortunately, the Sales Gravy Fanatical Prospecting training helped our team develop daily habits that make them better salespeople.”

Based on the training, Weichert Financial Services created the Fanatical Weichert Sales Advisor Success Formula to help reinforce best practices.

 

Database Management requires internal the second step: attract your potential customers ownership ofthe client database and leveraging automated workflows.

Prospect Time Blocking makes prospecting a priority sothat the organization can maintain a full pipeline.

Multi-Channel Selling involves establishing three or more sales channels, each with its own techniques and strategies.

“Sales Gravy’s team brought the discipline we needed at the right time,” said Eric.

Results

Adopted Fanatical Prospecting Mindset

Sales Gravy’s training gave the sales team at Weichert Financial Services an consumer data effective mindset and the discipline to take impactful daily actions. “Based on observations, I think we’ve exceeded the training we’ve received,” said Eric.

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