Client Results

• This Illinois client’s revenues were stagnating.  They worked with three training companies before Romano & Sanfilippo and got minimal results. After implementing our process, the following year they increased revenues by $30 million and referrals jumped 42%. Their director of marketing was so pleased with the results that when taking a position at another firm, he called us in and had no desire to look at other companies. He felt his previous employer wasted a lot of money with approaches that did not work. Our Total Approach to Sales and Service™ will cut two years off what it would take them with other companies.
  
  
• “I would do it again (the Romano & Sanfilippo process) in half a heartbeat. We attribute our growth directly to your program. The GuideBooklets™ make it easy to implement.”
  
  
• When this Indiana client started with us, they were struggling to improve sales.  After working with us, their insurance sales went up 25%. The president stated that he could not have gotten these results without Romano & Sanfilippo.
  
  
• This California farm credit client had an increase of $167million in loans after the second year they worked with Romano & Sanfilippo.  That was a 60% increase over the previous year’s sales, which was an all-time high.  They are the most successful farm credit in the nation and have farm credits from all over the country coming to them to see what their secret is.  They give the credit to Romano & Sanfilippo.
  
  
• A Colorado bank client grew their deposits 25.8% and loans 35.8% while working with us and is now one of the largest financial institutions in the state.  They also registered a 14% average increase in employee positive attitudes every year regarding development of their sales and service culture.  The culture is so ingrained that they still utilize our Sales and Service Council and Sales and Service Improvement Teams™ concepts. There were other factors that affected the results but the president stated that they could not have done that without going through our process.
  
  
• This Oregon client started the process of revamping their sales and service culture in 1994 and have used our training services. The result was a change from third to first in market share in their area, with $20 million in deposits and assets of $420 million ­ a compound growth rate of 23% for the past five years. They also went from 1.17 products per household to 2.4 after our training. The head of retail stated, There’s no question, Romano & Sanfilippo impacted these results”.
  
  
• In an issue of their company newsletter, an Iowa client stated that their number one sustainable competitive advantage is their people. A quote said, “One way to ensure that we sustain our “people” competitive advantage is to devote resources to developing our skills. Our Romano & Sanfilippo service initiative is an example of this”. A small part of the systems and processes we helped them develop service standards, service measurement, service level goals, a customer relationship management program and trained their employees in customer service skills and how to manage their book of business to expand relationships.
  
  
• The president at this Idaho client told us, “Five years ago one of our strategic goals was to become an ‘employer of choice’. In the past three months I have been told that they specifically targeted our organization as the place they would like to work at. I have heard similar stories from other managers. We are finally starting to realize our goal and Romano & Sanfilippo’s sales and service process is a key factor in this accomplishment.” (The following year this client was selected as Employer of the Year by both the Chamber of Commerce and a county agency).
  
  
• The president of a bank client stated in Community Banker Magazine that the contract he got to open branches in 10 Wal-Mart stores could not have happened without first establishing his sales and service culture for which Romano & Sanfilippo was instrumental.  He also stated, “That’s when you know you are doing something right ­ when the employees ask to be part of the sales culture”.
  
  
• “In the two years we worked with Romano & Sanfilippo, we have had some major accomplishments. The opening of the new Wal-Mart branch has generated results to date beyond our wildest expectations.  Customer referrals have increased dramatically. Since we have worked with your firm, our loans and deposit accounts have increased 22%. An increased awareness, ability and willingness to assist customers and potential customers in identifying and fulfilling their needs is evident every day. We would be nowhere close to where we are now without the Romano & Sanfilippo process”.
  
  
• “Your training has had remarkable results so far. One employee went 25% over her budgeted goal for each month. It’s the first time I have seen a rep do that since I’ve been here (over five years). Our CSR’s have never been proactive (in their sales efforts). The light bulb came on for Sue after the training. She told me, ‘Oh, now I see how getting extra business (from customers) is building the (customer) relationship and I like this. I’m going to call myself ‘the new more assertive Sue’”.

Training Testimonials

• “Out trainers tell me they have never worked with a more knowledgeable trainer and someone more caring about their success. We really appreciate her work and effort on our behalf.”

• “The classes your trainer has done have been fantastic. She creates so much enthusiasm and excitement it’s contagious. She’s also great at supporting the trainers who need more support and self-confidence. I don’t know when I’ve seen so much excitement around our products. It’s great!”

• “Our product knowledge manual workshop exceeded our expectations. I never imagined we would get so much accomplished. Your trainer was well informed on our products and procedures, knowledgeable of the subject matter, enthusiastic and motivating. It was obvious she did her homework.”

• “We had a success story the first day after the sales class. Our Manager of Loan Administration received a call from a person who wanted information on a home equity line of credit. She said she used the skills learned in class asking permission to ask some questions and soon took an application for a $100K line of credit. She was very excited and told me, “It’s working’”.

• “I can understand why the classes were rated so highly, but I’ve never seen so many exclamation marks!”

• “The response to your classes is the most positive we have ever received from an outside consultant.”

• “As you know, many managers were resistant to taking people out of the branch for two days. Now, they are asking when your trainers will be back.”

• “You predicted that employee response would be overwhelmingly positive and that’s what happened. Many consulting companies promise a lot, but you actually deliver!”

• “The instructor was successful in helping me to learn the material-[the instructor’s] leadership made the experience efficient and rewarding from my perspective”

• “[The instructor] made a significant difference in how much I got out of the course—made it significant and rewarding to be [here]”

• “Considering my responsibilities and current projects, this was an excellent use of my time today.”

• “I would suggest that everyone with job responsibilities similar to me be required to take this course.”

• “The course materials were clearly written, and pretty much flowed for me—made it easy to follow along and learn.”

• “There was enough meat in the materials that I will likely use the [participant workbook] as a reference tool on the job.”

• “I learned more about business development, making consultative sales calls and attracting SEG's in 1.5 hours than in the past nine months in my job. Barbara's ideas on pre-call planning, infilitrating a niche and adding value are amazing and her enthusiasm is contagious.”

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2421 Oak Canyon Place, Escondido, CA 92025
Phone: (760) 738-8400 Fax: (760) 738-8900