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Customer Stories

Real results from real teams

See how sales teams are using Serrét to transform their operations. These aren't just metrics — they're stories of teams who got their focus back.

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How a Sales Team of 40 Achieved 12x ROI in Year One

Pacific Sales Group

Pacific Sales Group deployed Serrét across their 40-person sales floor. Within 12 months, they achieved a 12x return on investment through reduced tool costs, eliminated admin overhead, and improved close rates.

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Key Results
12x ROI in 12 months
Return on Investment
$76/user/month saved
Tool Cost Reduction
$5,000 per rep recaptured
Productivity Gains
Zero downtime migration
Operational Continuity
financial-services

A Financial Services Team Reclaims Their Mental Real Estate

National Advisory Group

A mid-sized financial advisory team replaced 5 separate tools with Serrét Suite, cutting admin time by 45% and giving advisors the mental space to build deeper client relationships.

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Key Results
45%
Reduction in admin time
30%
Increase in client meeting capacity
+18 pts
Client satisfaction lift
0 advisor departures
Burnout-driven turnover eliminated
insurance

How Compare Club Eliminated Document Juggling

Compare Club

Compare Club's OVHC team went from juggling 8 documents per call to zero. Their agents finally had the mental space to actually listen to customers — and close rates followed.

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Key Results
8 → 0
Documents per call
< 30 days
Time to go live
Higher close rates
Sales performance

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Join teams who are transforming their sales operations with Serrét.