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How Leading Financial Services Firms Use Miller Heiman Group to Bridge Service and Sales

Miller Heiman Group

The financial services industry has been rocked to its core by a number of recent developments: a series of reputational issues, a wave of heavy regulation from government agencies, the emergence of digital currencies, and nontraditional competitors, including PayPal and Venmo, entering the market.

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Crisis Communication: Strategies to Communicate Better During a Crisis

Sales Hacker

Pretend you wake up tomorrow to your government ordering everyone to stay at home. As a result, governments enforce strict lock-downs, require non-essential businesses to shut down, and accidentally create a national toilet paper shortage. A spike in customer service issues. Disaster Type #1: Natural Disaster.

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How to create an effective sales plan: Tips and examples

PandaDoc

A sales plan is a customizable document that is not designed to remain static. It includes a thorough analysis of the customer segments , including their demographics, psychographics, and buying behavior. These can include elements like customer service, innovation, teamwork, integrity, or quality.

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How VoIP integrations can boost the effectiveness of sales agents

PandaDoc

These insights help improve customer service and build stronger connections with your prospects. Even better, you can update customer data in real-time while being on a call with those prospects. It speeds up the processing of customer inquiries and minimizes the risk of losing vital information.

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Strategic Sales Enablement: Advanced Tips to Uplevel Your Program & Drive Real Results

Sales Hacker

Which is why we’ve put together this guide on sales enablement, focusing on the three primary parts of the job: strategy, execution, and governance. Sales enablement governance. Look for people with a background in sales, marketing, customer service, training, analytics, and operations. Sales Enablement Governance.

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30 of the Best SaaS Partner Programs (and Why They Are So Good)

Allbound

As AppDirect co-CEO Daniel Saks points out , “80% of on-premise software vendors operate a channel program to enable other companies to sell their products, while only 20% of SaaS vendors operate similar programs.” Higher tiers also include referral bonuses, product discounts, and a dedicated channel manager.

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Adopting artificial intelligence in your sales process

PandaDoc

Machine learning and artificial intelligence can handle them: analyze tons of data and make strategic predictions, cover multiple communication channels, provide valuable advice, and automate most of your routine tasks. The goal is to document repetitive and time-consuming tasks that could be optimized or automated with AI.