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VISTRA

VISTRA

Insights, Personas, and Sales Plan

VISTRA

"Vistra is a premier fund administrator and corporate service provider assisting clients in the financial services industry with advisory, transaction support, governance, risk, compliance, finance, accounting and administration duties, aimed at encouraging capital flow, protecting investors, and safeguarding assets."
Est. Employees:
5400
Industry:
financial services
Revenue:
$600M
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Insights on

VISTRA

Knowing about the company you want to prospect into is important. Here's some information about the company, written by a sales analyst.
## Company Description Vistra is a premier provider of corporate business services, operating across 45+ jurisdictions. With a focus on sectors such as financial services and accounting, the company offers a range of specialty services, including advisory, transaction support, governance, risk management, compliance, finance, and administration to fund, corporate, capital market and private wealth clients. By streamlining the complexities of differing regulatory environments, Vistra enables businesses to capitalize on growth opportunities and drive success. Vistra's financial solutions play a pivotal role in facilitating capital movement, safeguarding assets, and protecting investors, therefore acting as a trusted partner for businesses looking to manage risk and increase efficiency. One example of their innovative solutions is the provision of stock equity options to expat employees, which can be a strategic tool for attracting and retaining global talent. Standing at the forefront of financial services and governance, Vistra boasts a robust team of approximately 5400 employees globally. The company fosters a strong culture of team spirit, as seen in their 'One Vistra' initiative, bringing together diverse talents to leverage their combined strengths for client benefits. Most recently, Vistra has been in the spotlight due to a business merger with Tricor, a move set to create more opportunities for both their clients and workforce. Vistra is not just limited to providing financial services, but it also ventures into achieving sustainability goals. It has been recognized for its leadership in conservation and sustainability, further enhancing its corporate reputation.

Company Description

Vistra is a premier provider of corporate business services, operating across 45+ jurisdictions. With a focus on sectors such as financial services and accounting, the company offers a range of specialty services, including advisory, transaction support, governance, risk management, compliance, finance, and administration to fund, corporate, capital market and private wealth clients. By streamlining the complexities of differing regulatory environments, Vistra enables businesses to capitalize on growth opportunities and drive success.

Vistra's financial solutions play a pivotal role in facilitating capital movement, safeguarding assets, and protecting investors, therefore acting as a trusted partner for businesses looking to manage risk and increase efficiency. One example of their innovative solutions is the provision of stock equity options to expat employees, which can be a strategic tool for attracting and retaining global talent.

Standing at the forefront of financial services and governance, Vistra boasts a robust team of approximately 5400 employees globally. The company fosters a strong culture of team spirit, as seen in their 'One Vistra' initiative, bringing together diverse talents to leverage their combined strengths for client benefits.

Most recently, Vistra has been in the spotlight due to a business merger with Tricor, a move set to create more opportunities for both their clients and workforce.

Vistra is not just limited to providing financial services, but it also ventures into achieving sustainability goals. It has been recognized for its leadership in conservation and sustainability, further enhancing its corporate reputation.

Team Personas

Broken down by department, these sales insights include head counts, potential pain points, email templates, and a "how to win" plan for selling to this department.

Sales plan

Want to know more about how to sell into this company? Well, we've got you covered with a basic sales plan that gives you all that you need to know to get started selling to this organization.
### Sales Plan Template for B2B SaaS Company Prospect – Vistra **Step 1: Identify Potential Solutions to Key Pain Points** - **Risk Management and Regulatory Compliance**: Propose SaaS solutions that can help Vistra understand and manage obligations and risks tied to offering stock options to their global workforce. Offer robust functionality capable of handling changing market regulations. - **Merger Integration**: Showcase solutions that can efficiently integrate systems, align corporate cultures and maintain service quality during the integration process. - **Global Talent Management**: Provide SaaS HR solutions to streamline the hiring process, manage employee onboarding, and ensure retention. Service should be compliant with varying labor laws, cultural nuances, and language requirements. - **Sustainability Measures and Clean-Energy Future**: Introduce SaaS solutions that can help manage and track sustainability measures, compliance progress with environmental regulations, stakeholder communication, cost management, and carbon footprint monitoring. - **Data management**: Offer solutions that effectively handle data management, ensure compliance, and generate valuable business insights. **Step 2: Research and Understand Vistra's Business** - Familiarize yourself with Vistra's business model, culture, goals, and challenges by researching through their [website](https://www.vistra.com), [LinkedIn](https://www.linkedin.com/company/vistra), and industry-related news. **Step 3: Tailor Outreach Strategy** - Personalize the initial contact focusing on the pain points and how your solutions can address these challenges. **Step 4: Reach Out to Potential Contacts** - Identify and connect with stakeholders and decision-makers within Vistra. **Step 5: Provide Compelling Product Demonstrations** - Offer tailored demonstrations to showcase how your SaaS solutions can address Vistra's needs. **Step 6: Address Concerns and Negotiate** - Be prepared to address potential concerns that Vistra might have and negotiate terms suitable for both parties. **Step 7: Close the Deal and Implement Solution** - Upon agreement, start the implementation process. **Step 8: Maintain Relationship and Seek Upselling Opportunities** - Ensure the satisfaction of Vistra through regular check-ups and updates. Keep them informed about other solutions that could augment their current adoption. **Step 9: Monitor Success Metrics** - Monitor and report success metrics to Vistra, demonstrating the effectiveness of the solution in addressing their pain points. **Step 10: Continuous Customer Support** - Extend continuous support to Vistra through troubleshooting, updates, and upgrades ensuring maximum customer satisfaction. --- Reference: 1. [Vistra.com](https://www.vistra.com/) 2. [VISTRA | LinkedIn](https://www.linkedin.com/company/vistra) 3. [About Vistra](https://www.vistra.com/about-us) 4. [Vistra Corp.](https://vistracorp.com/) 5. [Vistra | Our people](https://www.vistra.com/people)

Sales Plan Template for B2B SaaS Company Prospect – Vistra


Step 1: Identify Potential Solutions to Key Pain Points

  • Risk Management and Regulatory Compliance: Propose SaaS solutions that can help Vistra understand and manage obligations and risks tied to offering stock options to their global workforce. Offer robust functionality capable of handling changing market regulations.
  • Merger Integration: Showcase solutions that can efficiently integrate systems, align corporate cultures and maintain service quality during the integration process.
  • Global Talent Management: Provide SaaS HR solutions to streamline the hiring process, manage employee onboarding, and ensure retention. Service should be compliant with varying labor laws, cultural nuances, and language requirements.
  • Sustainability Measures and Clean-Energy Future: Introduce SaaS solutions that can help manage and track sustainability measures, compliance progress with environmental regulations, stakeholder communication, cost management, and carbon footprint monitoring.
  • Data management: Offer solutions that effectively handle data management, ensure compliance, and generate valuable business insights.

Step 2: Research and Understand Vistra's Business

- Familiarize yourself with Vistra's business model, culture, goals, and challenges by researching through their website, LinkedIn, and industry-related news.

Step 3: Tailor Outreach Strategy

- Personalize the initial contact focusing on the pain points and how your solutions can address these challenges.

Step 4: Reach Out to Potential Contacts

- Identify and connect with stakeholders and decision-makers within Vistra.

Step 5: Provide Compelling Product Demonstrations

- Offer tailored demonstrations to showcase how your SaaS solutions can address Vistra's needs.

Step 6: Address Concerns and Negotiate

- Be prepared to address potential concerns that Vistra might have and negotiate terms suitable for both parties.

Step 7: Close the Deal and Implement Solution

- Upon agreement, start the implementation process.

Step 8: Maintain Relationship and Seek Upselling Opportunities

- Ensure the satisfaction of Vistra through regular check-ups and updates. Keep them informed about other solutions that could augment their current adoption.

Step 9: Monitor Success Metrics

- Monitor and report success metrics to Vistra, demonstrating the effectiveness of the solution in addressing their pain points.

Step 10: Continuous Customer Support

- Extend continuous support to Vistra through troubleshooting, updates, and upgrades ensuring maximum customer satisfaction.


Reference:

  1. Vistra.com
  2. VISTRA | LinkedIn
  3. About Vistra
  4. Vistra Corp.
  5. Vistra | Our people