Mesirow Financial

Customer Success

How Access Global Group
Improved Mesirow Financial’s
Sales Process
Mesirow Financial is a leading, independent financial
services firm with expertise in investment, risk
management, and advisory services. The company
fosters a collaborative culture to develop tailored
solutions to their clients. The company had multiple
systems for various information types that could not
integrate so valuable information was unavailable at
critical sales points. The sales process was limited
and inefficient.
Mesirow Financial Logo

COMPANY

Mesirow Financial

Industry

Financial

HEADQUARTERS

Chicago, Illinois

Company size

600+ Employees

Salesforce Service

Sales Cloud

The Challenge

Mesirow Financial faced the following Salesforce Challenges.
  • Customer data was siloed in multiple systems.
  • Reports were confined to the individual systems and took a great amount of time to consolidate.
  • Customer data was not integrated with sales.
  • There was no way to access the current services received by customers.
  • All systems were manual.
  • Lack of team communication.
  • Sales could not run campaigns on leads.
  • Sales process was long and cumbersome.
  • The existing system was limited by size.

The Solution

Mesirow Financial’s Salesforce Solution Provided By Access Global Group.
  • Customer data was siloed in multiple systems.
  • Reports were confined to the individual systems and took a great amount of time to consolidate.
  • Customer data was not integrated with sales.
  • There was no way to access the current services received by customers.
  • All systems were manual.
  • Lack of team communication.
  • Sales could not run campaigns on leads.
  • Sales process was long and cumbersome.
  • The existing system was limited by size.

The Results

Mesirow Financial’s Salesforce Results with Access Global Group Services.
  • Sales-related information is now accessible to sales & executive teams in one location.
  • Sales process is now driven by the Salesforce system.
  • Reports are now available real-time.
  • Chatter used company-wide for internal collaboration & sharing files.
  • Sales team can track emails sent from campaigns.
  • Customer data can now be used by the sales team to access services that were sold in the past helping to upsell related products.
  • The new sales process and pipeline give the executive team a new understanding of strengths and needs of the sales team.

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