Case studies

We actively engage with our portfolio companies to support them in the execution of key initiatives. Below are a few areas we have specifically been able to drive value for our portfolio

Sales

Sales Performance Management

“Using actionable data, Serent helped us customize the coaching for each of our sales reps, allowing them to achieve their full potential.”

Glen Laschober, CEO Cardon Outreach

SERENT INVESTMENT TEAM

Description

Cardon Outreach is a leading outsourced provider of revenue cycle management services, helping over 900 hospitals and clinics optimize revenue recovery for uninsured and underinsured patients. As the company scaled its sales force from 0 to 10 people the company needed new tools to monitor performance.

Actions

  • Serent's Growth Team worked with the Chief Revenue Officer to create a weekly 1 on 1 coaching framework that used a data-based scorecard to drive sales rep activities and pipeline management

Outcomes

Using the scorecard and weekly coaching the Chief Revenue Officer was able to take several new and lower performing reps and help them surpass their quotas for the first time