Academia
Diploma thesis 2021finančno svetovanje · prodaja · prodajni lijak

Increasing Company Efficiency Through Sales Process Monitoring – Case Study of Finančna hiša d.o.o.

The company Finančna hiša d. o. o. is located in Maribor, on the right side of Tito Bridge, when we drive across the Drava from Europark.

Mateja MuradEkonomist · supervisor Tanja Verhovnik · defence julij 2021
In brief

The project in five facts.

AuthorMateja Murad
SupervisorTanja Verhovnik
Module—Ekonomist
Employer / clientAcademia
Year2021julij 2021
About the project

Challenge, approach and results.

The company Finančna hiša d. o. o. is located in Maribor, on the right side of Tito Bridge, when we drive across the Drava from Europark. She often wondered what it was like to work in such a prestigious company and decided to present it. A portal that enables comparison of different insurance products from various insurance companies in Slovenia. The company can boast that it is the first in Slovenia to enable comparison and online contracting in one place. The continuation of the thesis will bring us a more detailed investigation of sales and sales processes in the company.

Problem

The company Finančna hiša d. o. o. is located in Maribor, on the right side of Tito Bridge, when we drive across the Drava from Europark. She often wondered what it was like to work in such a prestigious company and decided to present it. The agency for independent financial consulting is described by three words: uniqueness, exclusivity and timelessness.

Uniqueness in their opinion means living their mission, knowing how to listen and constantly enriching their knowledge. The guiding principle of their business is creating exclusive offers tailored to individual needs of individuals and exceeding the expectations of the most demanding clients. Whilst reading the thesis, she wants readers to feel the timeless style, the unique pulse of the company and the energy of the entire team, which gives the company the strength to conquer the highest peaks of the business world.

For a start, she presented the company, researched its history and achievements to date. She touched upon the areas of work, interesting facts and a clearly defined future. In the first chapter, you will therefore learn what Finančna hiša d. o. o. actually is, what it has achieved so far and what it aspires to in the future.

Let her reveal that she will also highlight the company's greatest acquisition in the past year.

Solution and Method

A portal that enables comparison of different insurance products from various insurance companies in Slovenia.

Results

The company can boast that it is the first in Slovenia to enable comparison and online contracting in one place. The continuation of the thesis will bring us a more detailed investigation of sales and sales processes in the company. There will also be discussion about methods of acquiring customers for the company.

The sales funnel will show us how many customers they call from the company daily, how many they persuade to have a meeting with them and with how many they actually close a deal. In the final chapter of the thesis, they will draw a line and record the findings of the entire research and provide opinions regarding possible improvements. There you will find answers to her questions and confirmation or rejection of the hypotheses she set herself before she started writing the thesis.

She will record the findings whether the sales process needs to be changed for greater company efficiency or not. She joined Finančna hiša d. o. o. as a student at the beginning of March 2020. In a very short time, she integrated into the new working environment and began learning to work in their special way.

Her work encompasses everything related to administration and she performs it with pleasure.

Finančno svetovanje s tablico in analitiko prodajnega procesa
Diploma thesis

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