Salesframe Case LähiTapiola
LähiTapiola upgrades their sales model to meet modern customer expectations
LähiTapiola wanted to make their customer meetings more engaging and structured. By centralizing sales materials and introducing a unified meeting model with Salesframe, they created a more consultative approach that helps salespeople deliver value in every interaction, both in person and online.
About LähiTapiola
LähiTapiola is one of Finland’s largest insurance and financial services companies. It serves both individual and business clients with life, non-life, investment, and risk management services. Their sales organization spans multiple teams, regions, and service lines. Ensuring message consistency and professional delivery in every meeting was becoming increasingly important as the company grew.
The Challenge
Customer expectations had changed. Clients were no longer satisfied with one-size-fits-all presentations. They wanted more relevant, consultative discussions that helped them understand their options. At the same time, sales materials were spread across different tools, and each team had their own way of working.
LähiTapiola identified several key challenges, including sales content being fragmented, making it harder to manage and scale, reps lacking a shared framework for running effective meetings, marketing not being able to ensure that the right content was used in the right moments, and limited visibility into what worked in real customer interactions. These issues reduced the overall quality of sales conversations and made it harder to replicate best practices across the organization.
The Solution
LähiTapiola rolled out Salesframe as the central platform for managing and presenting sales content. The goal was to give salespeople the tools they needed to lead more structured, engaging, and customer-focused meetings. At the same time, marketing gained the ability to manage content quality and learn from how materials were used.
With Salesframe in place, sales reps follow a consultative meeting structure that helps uncover client needs. Content is visual, well-organized and always up to date. Teams use the same materials across regions, ensuring consistency, and marketing can analyze content usage to improve future campaigns. Salesframe also made it easier to prepare for and run both face-to-face and remote meetings using the same materials and structure.
“Salesframe has equipped us with a new way to engage clients, bringing immediate added value to every meeting.”
— Jutta Joffell, Head of Omnichannel Customer Interaction, LähiTapiola
The Outcome
Salespeople at LähiTapiola now have a clear structure for leading client conversations. Content is easy to access and adapted to each meeting situation. Reps spend less time preparing and more time connecting with the customer. The meetings are more interactive, more relevant, and more likely to lead to the next step. LähiTapiola has seen clear benefits, including:
Improved cross-selling results through deeper client understanding
More consistent and professional meetings across teams and regions
Clearer communication of complex service offerings
Stronger collaboration between sales and marketing
Used Features
Centralized content management for all sales teams
Visual and structured meeting flows
Device-independent access for both in-person and remote meetings
Fast updates for new campaigns, services, and regulatory changes
Built-in analytics to support continuous improvement
About Salesframe
Salesframe is a leading sales enablement tool in the insurance and financial services sector, utilized by sellers, managers, KAMs and more.
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