Remove CRM Remove Insurance Remove Objections Remove Tools
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Why Salesforce is the Best CRM System for Financial Services

Groove.co

The needs of the Financial Services industry in regards to a CRM solution can be much more specific than other sectors, making it more difficult to find a solution that ticks all the boxes. CRM for Financial Services. Salesforce CRM for Financial Services.

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What is Inside Sales? Everything You Need to Know

Gong.io

An outside sales rep at an insurance agency might travel to meet clients in their homes to discuss their needs, present insurance packages, and sign deals. Field reps for a B2B software company (a CRM platform, say), might attend trade shows, conferences, and industry events to promote their products and generate new business.

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Hiring Right is Only Half the Battle

Braveheart Sales

Provide them a list of common objections and process for helping them overcome these hurdles. Utilization of tools and templates for sales call planning and preparation. CRM usage and input. You must coach your new hires relentlessly to insure good habits are formed. Do They Know What’s Expected? The Real Work Begins.

Hiring 64
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Interview Abstract: Why Selling with Value Requires Modern Tools + Modern Training

The ROI Guy

Second, there is a lack of good tools at most organizations to help Sales deliver the messaging – moving beyond PPT and whiteboard markers to have more provocative, insight driven conversations, and automate the diagnostic assessments and financial justification process. The ACA is a huge change that is rocking the insurance world.

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The Sales Playbooks Every Sales Team Needs

Costello

He recommended the playbook include at least 3 things including a research and qualification step, a pitch and how to handle the objection when a prospect says they do not have time. Sales scripts and objection handling are the core of my sales playbooks,” says Meah. Scripts for New Sales Reps.

Hiring 111
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Referrals 2.0

No More Cold Calling

The best referrals are those where the person contacted really wants to engage; this is a function of their current objectives and challenges in attaining them. The same can be said for people selling pallets, insurance, or other products. You can avoid this by slightly changing your focus and leveraging core referral concepts.

Referrals 192
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Sales Onboarding: 5 Foolproof Steps for Training New Sales Reps

Showpad

According to HubSpot, the pre-work onboarding period can include everything from “shadowing,” in which new hires follow established reps as they go about their daily routine, to learning about whatever software and other tools they’ll be regularly using.

Hiring 52