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How virtual data rooms benefit modern investment banking

PandaDoc

A virtual data room , or VDR, is a secure, online space acting as a repository of a company’s documentation, and serves as a virtual hub where company users share real-time information with other investors, clients or stakeholders when executing investment banking deals. What is a data room for investment banking?

Banking 52
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Wasted Sales Opportunities – How One Bank Blew Theirs

The Pipeline

One of the big Canadian banks, we’ll call them the Green bank, has a current radio ad that I believe holds a great lesson for sales people. Some sellers fall into to the same trap, getting so focused and blinded by their needs, their agenda, and their world view, that the buyer and their reality are just incidental to the process.

Banking 293
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Defining the Real Buyer

Sales and Marketing Management

Author: Alicia McCarty As we are all very well aware, today’s buyers expect us to speak to them personally, not in their general direction; increasingly, customers want businesses to know what they want before they do and to serve them hyper-targeted, relevant content and offerings. It just isn’t possible.

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Who Is OUR Buyer?

Partners in Excellence

People like Hank Barnes , Scott Gillum , Ardath Albee , and Maureen Blandford are doing some great work in helping us rethink the question of “Who is our buyer?” ” In addition to helping us define our buyers in much richer terms, they are helping us think about how to incite them to buy. The post Who Is OUR Buyer?

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100 Most Prospected-to Companies of 2018

DiscoverOrg Sales

You might recognize the most-prospected-to companies of 2018, according to DiscoverOrg’s database, as household names – but that’s not why savvy sales and marketing professionals have been pitching to them. Before we dive in, let’s take a quick look at the most-prospected-to industries. Bank of America. FinancialServices.

Company 156
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Don’t Interrogate Your Prospect, Use This Approach…

MTD Sales Training

Many buyers have told us in the past that the one thing they hate when with salespeople is being sold to. The next time you’re with a prospect or customer and you want to find information, try this subtle but powerful approach. Do you see how the phrase ‘tell me more’ gets the prospect to open up and give more detail.

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How ZoomInfo’s WebSights Improves Retargeting Strategies

Zoominfo

Let’s say you work at a financial technology (fintech) company that sells software for credit unions, investment firms, and commercial banks. Now, imagine two prospects working for different organizations. On their way to work, both prospects see your company’s billboard and think to themselves, “Hmm, I should check that product out.”