Top Fintech Company Reduces Performance Improvement Plans with Revenue.io’s Automated Scorecards

Key Highlights

• Balanced coaching approach: AI surfaced both strong and weak calls, enabling well-rounded feedback.
• 15% increase in conversion rates for reps previously on a PIP.
• 10% reduction in average call handling time for underperforming reps.
• Higher rep engagement: Actionable feedback led to increased morale and performance.

The Challenge

A fintech company’s lead generation team relied on call flagging to surface coaching opportunities. However, only top-performing calls were being reviewed, resulting in almost entirely positive feedback. While strong calls were celebrated, real coaching opportunities were being overlooked.

Managers suspected some reps needed a Performance Improvement Plan (PIP) but lacked the necessary insights to make informed decisions. Coaching remained reactive without visibility into underperforming calls, and struggling reps continued without targeted support.

The Solution

The team implemented Revenue AI’s Generative Scorecards to close these gaps, automatically analyzing every strong and weak conversation to identify key coaching moments. 

Instead of reviewing only flagged calls, managers gained a complete picture of rep performance, allowing them to address challenges before they escalated.

How Revenue AI Helped:

• Uncovered Hidden Coaching Opportunities: AI-driven scorecards flagged real improvement areas, not just high-performing calls.
• Enabled Early Intervention: Struggling reps received support before reaching a PIP.
• Provided Data-Driven Insights: Managers used AI-backed analysis to deliver precise, actionable coaching.

“Before Revenue AI, we were only seeing the tip of the iceberg. With generative scorecards, we now have a complete picture of rep performance. It’s like we’ve turned on a light in a previously dark room.” – Sales Team Leader

The Results

• 15% increase in conversion rates for reps previously placed on a PIP.
• 10% reduction in average call handling time, helping underperforming reps work more efficiently.
• More balanced coaching: Managers addressed both strengths and weaknesses, leading to a well-rounded approach.
• Higher rep engagement: Reps received transparent, actionable feedback, improving morale and performance.

“The best part about these scorecards is that they don’t just highlight what reps are doing well—they pinpoint exactly where they need to improve. This has made our coaching sessions much more impactful.” – Sales Manager

By leveraging Revenue AI’s Generative Scorecards, this fintech lead gen team transformed its coaching approach from reactive to proactive. 

Managers now identify improvement opportunities early, provide targeted feedback, and help reps grow before performance concerns escalate. 

The result? A stronger, more confident sales team that converts more leads and requires fewer PIPs.