For financial services brokers, agents, advisors and money managers, there is stiff competition. Many are offering similar or the same services, making the same promises, even seeking the same clients. In this environment of “sameness”, how can you set yourself apart from the competition, both in actuality an image? The answer is outstanding customer experience. ... Read Post

Your CRM system has been in place for several years, and countless hours have gone into implementation, training, tweaking and campaigning for its use. Management has been able to use CRM, at least to some degree, to track sales, and other departments such as tech support and customer service have been using it as well. Read Post

In our last article on Marketing and Sales Alignment, we covered some primary areas of friction between Sales and Marketing. In this article we are going to go through that same list, and discover what might lead to a smooth meshing of these two crucial gears within a company. Read Post

If your sales process is inefficient or it fails to add value, you’ll find it will frustrate your sales reps on the ground, make management of those sales reps more challenging and harm your ability to close deals. In comparison, if your sales process is designed to reflect best practice, empower your sales people and ... Read Post

A radical change is occurring in the world of B2B sales. With 65 percent or more of the buyer’s journey having happened before a buyer ever speaks with a salesperson, it is clear that the era of lead, qualify, pitch, close is rapidly fading. With buyers who have already educated themselves on their issues and, through ... Read Post

By the time a company is implementing a CRM solution, much has transpired. Traditionally, the IT department has researched various CRM applications, has obtained requirements from various concerned departments and personnel in the company, has pitched the solution to executives, has obtained purchase approval, and is now putting the application to work. Now comes the crucial operation: ... Read Post

You’ve probably heard that 65 percent or more of today’s B2B buyers have fully researched purchases before ever talking to a sales rep. This radical shift has changed the buyers’ journey in today’s business world and it come about because of the internet. Read Post

If any word could be used to describe the manufacturing industry, it would be precision. It begins with the engineered processes used right on the manufacturing floor. It extends back to the exact types and amounts of raw materials ordered so that manufacturing process can occur. It extends forward to the delivery of the specific ... Read Post