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AI Strategy for Financial Services CEOs: Why “Good Enough” is no Longer Enough
AI in financial services has moved from lofty claims about AI's use to being at the center of the growth conversation, shaping how you compete, run, and stay trusted. Margins are under pressure as customers benchmark you against their best digital experiences, whether they are opening a checking account, redeeming loyalty points, disputing a card charge, or seeking hardship help.
Got a Big B2B Deal On the Line? Three Questions to Ask
Mon, Oct 23, 2017 — Consider this situation: A large enterprise service firm – we will call them “Steady Company” - spent two years cultivating a Fortune 500 prospect. Their selling approach was professional, persistent, and “by the book.” They asked penetrating questions to fully understand their prospect’s needs. They had a “top-to-top” of the key players from both sides. They identified decision makers at each level, and crafted detailed execution plans to support their bid. They understood the competitive bidder’s relative advantages and disadvantages.
Tuning Your Lead Generation Engine: One Expert’s View on How to Fill Your Funnel in 2017
Thu, May 11, 2017 — The subject of lead generation has always been near and dear to my heart – even more so when I am engaged by companies that are seeking to evolve their business development practices and struggle with where and how to get started. Lead generation has become an increasingly complex landscape to navigate with a plethora of services, solutions media and approaches.
Take the “Path to Closure” to Ensure Forecast Accuracy Success
Tue, Jan 17, 2017 — Only a half a generation ago, we thought we had it made, technology-wise. Getting onto the World Wide Web was as easy as loading up the latest CD mailer from America Online; and we were able to send important messages to beeping little black boxes that resided on our belt clip or purse strap. We truly had it made – or so we thought.
Enabling the Sale: How to Handle Requests for Customer References Without Losing Momentum
Thu, Sep 8, 2016 — Sales and marketing in the B2B space is ever-evolving, often disrupted with new technologies or strategies that revolutionize traditional processes. Sales enablement is a relatively new concept in the B2B sales industry, one that refers to the utilization of training, tools, metrics and marketing alignment to maximize a deal’s potential and close it faster, no matter the product or service.
The Art of the Sale: How to Conquer Your Prospect’s Objections and Close the Deal
Wed, Jul 20, 2016 — The face of sales has certainly changed, hasn’t it? When I started my career, the best sales reps were traditionally hired by large companies, and trained to execute a strategic sales process, using a specific methodology. Like soldiers in a battalion, each sales rep knew their role, was aware of the various possible strategies, and was armed for each deal with the scripts and insights necessary to succeed.
Sync Your B2B Sales and Marketing Strategies
Fri, May 13, 2016 — Once upon a time, many businesses thought of sales and marketing in a very black-and-white world–where salespeople were salespeople – and marketers were marketers. In this world, the customer’s journey (and, therefore, how you acquire customers) was well-defined and linear. The marketer built marketing plans to entice and interest the prospect, supported by ads, events, collateral pieces, and customer experiences. Once a prospect read the pamphlet, walked up to a snazzy-looking booth, or happened across an ad, the charismatic, bright-eyed salesperson would swoop in, perform deal-making magic, and put a lid on the transaction.
Pitching for Success: Three Ways to Get More Sales Wins On Your Playing Field
Tue, Mar 22, 2016 — For those of us who participated in youth athletics, winning – we were told – was quite secondary to “how we played the game.” Sportsmanship and fellowship were the primary objectives, and if we were lucky, we would notch the kind of moral victories that kept our competitive juices flowing. But, at some point, we grew up – we took on responsibilities that matched our maturing wardrobes and shrinking hairlines; and, for those of us who have found our careers aligned with our company’s earnings growth, we now realize that winning – in fact – is everything.
The CFO says cut costs, Sales says cut prices. What’s a Leader to do?
Sun, Aug 11, 2013 — The following post is written by guest blogger Per Ohstrom In the business cycle, there comes a time that looks something like this: Sales are down across segments and products. Certain product lines perform worse than others, but there is some softness across the board. Budgets have been revised and Board expectations reset, but the business still does not meet targets.
Seven Considerations in Evaluating your Marketing and Sales Process
Sun, Jun 23, 2013 — I just finished reading several books that come at the changes in the marketing and sales process from different perspectives. Launch by Michael Stelzner, discusses how to use social media to grow your brand and your business. It includes some very pragmatic tools and examples for the marketing crowd. I highly recommend it as a primer for anyone interested in how to optimize their social media efforts. Sales Shift by Frank Belzer presents how the buying process has changed and how it will continue to evolve. Of particular interest is Belzer’s discussion of why sales skills that have worked in the past will no longer be effective going forward. When considering the combination of these two perspectives, the transformation of the commercialization process is significant.