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Customer story · WFG National Title

WFG National Title reduced sales support requests by 33%

WFG content in the BAM! app
33%fewer sales support requests

The Challenge

With over 1,200 employees nationwide, WFG struggled to find an efficient, affordable solution to organize a chaotic, growing array of marketing and sales materials. The company was using different platforms to distribute marketing content, and version control issues were rampant. Marketing wanted to take control and tame communications between the teams.

“Our sales team pretty much lives their lives on a mobile phone and using a system like DropBox was a challenge. It wasn’t functional for our sales team to access, download and view, and search for things that way.”

The Solution

BAM! gave the marketing team a digital asset and data management system that lets users quickly access, view and download the content they need to do their jobs more effectively. Permissions and user roles make sure each person sees the materials that are right for their role and their market.

The Results

Sales support requests dropped by 33%, and sales reps now head into every meeting knowing the latest approved materials are on their phone.

“It is important for our sales teams to feel confident that they can go out to meetings with clients, going from one appointment to another, and pull out their phone knowing they have every asset they need right in front of them. This has created a better connection between the marketing team and the sales team.”
Erin AlderErin AlderVP, National Marketing Director, WFG National Title

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