Company Overview

Revolut is a financial services company that specializes in a range of offerings that create a seamless financial experience for individuals and businesses alike. At the core of its operations lies the ambition to eliminate friction in money management, thereby making people's financial goals more achievable.

Services and Operations

As an e-money institution, Revolut offers mobile banking services that allow users to open a free account and manage their money directly from their phone. Alongside this, the company offers a multitude of financial services including card payments, money remittances, and foreign exchange. These services are garnished by the inclusion of a pre-paid debit card and peer-to-peer payment systems.

In addition to these traditional financial operations, Revolut is an industry innovator, offering currency exchange, debit cards, virtual cards, Apple Pay, interest-bearing "vaults", stock trading, crypto trading, commodities trading, and various other services aimed at providing a holistic, tech-driven financial solution.

Global Reach

Revolut operates as a global neobank and financial technology company, providing its services to customers worldwide. The company was established in 2015 and is headquartered London. Their mission is to construct a just and user-friendly platform to manage money, extending its reach to the global market for broader inclusivity.

Company Size

Revolut employs an estimated 9700 people in various functions within the financial services and technology sectors.

Digital Presence

Revolut maintains an active digital presence, continually interacting and engaging with their users and followers on social platforms. They consistently update their audience with news and developments on their social media platforms, such as Twitter.

Sales Plan Template for B2B SaaS Company

Step 1: Identify Ideal Customer Profile (ICP)

This step involves profiling the specific business which in this case is Revolut, a financial services company focused on providing innovative banking services.

Step 2: Define Prospecting Approach

• Begin with careful research on the company and the identified pain points, using the options in their list of keywords and the information available on their website and other sources.
• Craft a customized selling proposition around solutions to the identified pain points.
• Choose strategic initial contact points. This could be someone in customer service management, provided that the offered solution can address one or more of the identified pain points in this department.

Step 3: Product & Service Offerings

Present the product or service as a solution to the identified pain points of Revolut. The solution must integrate with the existing software stack at Revolut, offer superior security, be user-friendly, and tailormade for the financial service sector.

Step 4: Sales Outreach

• Initiate contact with Revolut through appropriate channels such as email, or LinkedIn.
• Use the initial contact to highlight the potential issues they are facing, demonstrating an understanding of their business and its pain points.
• Offer the product or service as a solution.

Step 5: Follow Up & Engage

• Schedule a meeting to demonstrate how the product works.
• Use the engagement to highlight features of the product/service that directly address Revolut's identified pain points.

Step 6: Propose a Business Solution

• After adequately demonstrating an understanding of Revolut's business and its pain points, propose a business relationship in line with the solution the B2B SaaS product/service can offer. Make sure the solution addresses the customer service inefficiencies, market penetration struggles, security concerns, company culture, and product complexity challenges that Revolut is facing.

Step 7: Close the Deal

After adequately discussing all aspects of the proposed business relationship, agree on terms, and close the deal.

Step 8: Post-Sales Management

Maintain regular contact with Revolut to ensure the solution remains effective in addressing the company's pain points, and offer any necessary support.

Step 9: Seek Referrals

Revolut operates in the financial services sector. It might be associated with other companies that could benefit from similar solutions. Once the implementation of the service or product has been successful, ask for any potential referrals.

This comprehensive sales plan aims at prospecting into multinational financial services company Revolut and providing solutions that address their identified pain points. With proper execution, this sales plan can yield a prosperous business relationship with Revolut.

About us | Revolut

One app, all things money | Revolut

Revolut - Crunchbase

Revolut - Wikipedia

Revolut (@RevolutApp) · Twitter