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Case Studies / Quality Monitoring

End-to-End Redesign of Sales Call Center Resulted in 300% Revenue Growth

Financial Services


  • A leading financial services company selected Northridge as its partner to transform its sales call center through improved recruiting, training, quality monitoring, workflow management and performance metrics

  • Following industry best-practice standards of excellence, Northridge evaluated customer interactions in the contact center with the overall goal of coaching agents on sales effectiveness and driving overall business growth

  • Northridge conducted a Sales Center Redesign which included:

    • New and upgraded foundational processes to drive a consistent multi-channel strategy and customer experience

    • Creating a high performance culture with customer centric call handling processes, efficient workflow and solid performance metrics


  • Northridge developed a strategic roadmap and led the implementation of initiatives prioritized by business impact and measured results, which included:

    • Redesigned recruitment process and organizational structure

    • Well defined sales competencies and career paths

    • Newly developed robust staffing and capacity planning model

    • Newly designed training and quality monitoring programs

    • Focused development and performance management

    • Enhanced sales process and workflow management

    • Redesigned metrics to improve sales effectiveness


  • Sales growth of 300% within 1 year of implementation

  • Increased loan / funding amount per customer

  • Increased digital lead acquisition

  • Increased sales agent productivity; 300% sales growth achieved with same headcount

  • Improved sales agent morale; decreased voluntary attrition

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