Financial Horizons Group Teams with Journey Sales to Grow Sales and Channel Performance

Smart Rooms by Journey Sales enables 51% year-over-year quarterly sales

VILLANOVA, Pa., July 26, 2016 /CNW/ -- Journey Sales today announced that Financial Horizons Group achieved record quarterly growth for its network of partners and financial advisors using Smart Rooms by Journey Sales. Financial Horizons reported that the company had increased year-over-year quarterly sales by an average of 51% for carrier partners during its first phase of rolling out the digital customer engagement solution from Journey Sales. Over the same period, however, sales increased by only 1.3% for partners not participating in Smart Rooms.

According to Stephen Maloney, Vice President of Marketing Research and Development at Financial Horizons Group, "We were looking for an innovative sales, marketing and channel solution that integrated seamlessly with our CRM system. Journey Sales enables us to deliver our digital-first go-to-market strategy and initiatives, from new product launches to advisor communications." With Smart Rooms, Financial Horizons has streamlined and scaled access to customized online resources and information on a wide range of products and services from more than 20 insurance carriers. The solution enables Financial Horizons and its partners to collaborate more effectively and efficiently across its growing network of 9,000 advisors for increased production and through all phases of recruiting and onboarding.

As a fully native app built on the Salesforce® CRM system, Smart Rooms provides Financial Horizons with real-time engagement analytics and dashboards for managing sales pipelines and forecasts, as well as closing deals more quickly. "With Smart Room analytics, carriers not only gain better insight into products and service demand, but also can benchmark themselves against competitors. This ability to provide this value to our carriers is exciting new territory," noted David Stewart, Executive Vice President of Sales at Financial Horizons.

Bill Butler, CEO and Co-Founder of Journey Sales, added, "No matter what industry you're in, Smart Rooms are helping buyers and sellers connect, communicate and collaborate better than ever before. The results that Financial Horizons has achieved are representative of the success our customers are having with Smart Rooms. The efficiency, speed and transparency of bringing everyone into this unique experience of a Smart Room has tremendous bottom-line impact."

For the full story of how Financial Horizons Group digitally transformed its sales process with Smart Rooms by Journey Sales, click here.

Additional Resources

Salesforce is a trademark of, Inc.

About Journey Sales
Journey Sales is a leading provider of customer engagement solutions designed to improve the buying process and help sales master the art and science of digital sales engagement. Through a unique, collaborative customer experience of bringing people and content in one place, Smart Rooms by Journey Sales accelerate sales performance by connecting buying and selling teams throughout the customer lifecycle, from initial contact to close and post-sale. Natively built on Salesforce®, Smart Rooms deliver real-time engagement analytics to accelerate deals and close business more predictably. Journey Sales is headquartered outside of Philadelphia in Villanova, Pennsylvania. For more information, visit and find us on the Salesforce AppExchange®.

About Financial Horizons Group
Financial Horizons Group is a large Managing General Agency (MGA) providing life company products and services to over 9,000 independent advisors Canada wide. Financial Horizons Group provides advisors with a mix of resources, products, services and value-added support, helping them to grow their business. Financial Horizons Group and its staff of professionals have extensive experience in the life insurance industry, and are dedicated to providing accurate and timely quotations to advisors from the industry's leading financial institutions. Financial Horizons Group head office is located in Kitchener, Ontario. For more information, visit


SOURCE Journey Sales

For further information: Media Contact: Jeanette Aaron, Journey Sales, +1.267.616.1301,,

Organization Profile

Journey Sales

More on this organization

Financial Horizons Group

More on this organization

Custom Packages

Browse our custom packages or build your own to meet your unique communications needs.

Start today.

CNW Membership

Fill out a CNW membership form or contact us at 1 (877) 269-7890

Learn about CNW services

Request more information about CNW products and services or call us at 1 (877) 269-7890