Regulation & Technology, LPA Solutions
Case Study – Structuring
Our solutions for the business and the people behind it—designed with capital-market expertise, technical knowhow and experience, and state-of-the-art technology.
Because of the growth of the platform business and the continuous erosion of revenue of the customer business, the client aimed for a re-orientation of its capital-market business and the position of quality leader in the industry. Therefore, it was our objective to build a solutions-team for corporate sales. Personal and solution-oriented consulting is an important differentiator from new competitors: That is why we focused on an increased consulting competence.
The Strategy / Our Approach
For the implementation, the first step was a proof-of-concept phase in which the status quo was analysed and new sales approaches were developed using real customer cases. In close co-operation with the client, we developed the vision of the introduction of a solutions-team as a success promoter for the customer business in order to drive the transformation into a consulting-oriented sales-organisation. In the beginning, we established a pipeline for customers with increased consulting-needs to create a beacon and achieve organisation-wide acceptance for this approach. Simultaneously, the new solutions-team was trained with the required knowhow.
For the introduction of new sales approaches including the development of new sales documents, we used three software solutions: Verifino for the analysis of complex liability portfolios of municipal utilities, providers, and project developers; LPADoc for the automation of the newly developed sales documents; and LPACalc for the structuring of customer-individual solutions and the analysis for sales initiatives.
- The development of new scalable sales approaches
- The analysis, development, and pricing of customer-individual solutions
- The development of new market and product campaigns
- The creation of pricing-templates
- The improvement of a customer-need-oriented product range that is close to the market