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Transforming sales teams in financial services (part 2)

Seismic - Sales Effectiveness

In our prior blog post, transforming sales teams in financial services (part 1) , we discussed the challenges Financial services firms face in delivering a best-in-class client experience. So, how do your sales and client-facing teams deliver that kind of quality client experience? It takes the right tools, process, and content.

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Top Sales Enablement Conferences to Attend in 2024

Allego

The event industry was shaky for a while, but the entire world has realized once again the important role of community and face-to-face engagement with others. 2024 BISA Annual Convention — March 5-8, Hollywood, Florida BISA (the Bank Insurance & Securities Association’s annual event) will be back again in 2024.

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The Definitive Guide to Client Onboarding and Positive Customer Experiences

Nutshell

Regardless of your business type or industry, a well-thought-out and structured client onboarding process is the secret to long-term customer retention. It’s where the rubber meets the road, and the initial relationship you’ve built with your customer before their purchase is put to the test. But there’s more to do.

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How to and Why to Cold Mail – Sales eXchange 203

The Pipeline

Unlike some others who will tell you to use only one method over another, I have more respect for your intelligence and time than to tell you to only cold call and ignore referral selling, I believe you need to leverage as many tools and resources as are available to you to get you message to the right person.

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Social Selling: Definition, Ideas, Strategies, and Tools

LeadFuze

We will talk more about all the tools you need to get started in social selling. A company in the Financial Services or Banking industry. Social selling is a term that has been hotly debated in the sales world. There are many misconceptions about social selling. Need Help Automating Your Sales Prospecting Process? How to social sell?

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Top 6 SMB Tech Verticals to Watch Out for: A Review of the Prospering Market

BuzzBoard

2 Digital Marketing: Better Prospecting with AdTech & MarTech Technologies …the martech space has received outsize attention and grown prolifically to over 8,000 tools in recent years. Tools like Google Analytics, SEMRush, and Zapp have changed the face of marketing within the SMB space.

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BigTinCan Launches Industry’s First Sales Enablement Platform for Adobe

SBI

With the Adobe integration, Bigtincan is excited to help marketers extend their existing marketing investments, while providing additional, high-value channels to deliver information to sales and other customer-facing teams. David Keane, CEO of Bigtincan.