Financial Services faces unique sales challenges. Leading Financial firms are continually striving to improve outreach and streamline interactions between Wholesalers and Advisors with the goal of getting to the right Advisors – at the right time – with the right information to drive sales.
Firms are equipping their wholesalers for successful sales acceleration by improving adoption of formal and flexible customer relationship management (CRM) strategies, modernizing their IT tools to be easier to use and implementing new processes and technology solutions. We help our Financial Services clients streamline sales administrative and reporting activities, improve the client experience with Financial Advisors and RIA’s and improve metrics as well as expand existing relationships, grow new revenue, expand market share and grow overall gross sales.
Sales reps in the telecommunications industry typically spend a large part of their day just researching and trying to figure out who to call. Their books can be large, and effectively attacking and defending the sometimes tens of thousands of customers in those books without the right weapons and tools is a challenge. Looking in multiple systems to find all of the information they need and spending time targeting both good and bad prospects results in a lot of wasted selling time on low impact activities. We help our telecommunications clients target the right person at the right time, highlight activities that drive sales and streamline sales cadences to drive the highest impact activities for sales reps.
Inside sales reps are looking for every advantage to effectively attack new revenue opportunities. Technology firms are leveraging data science to prioritize and improve the inside sales cadence. Tech firms are adopting new technologies to drive transparency, efficiency and throughput. We help our technology clients target the right person at the right time, highlight activities that drive sales and streamline sales cadences to drive the highest impact activities for sales reps.