article thumbnail

Driving Performance in Financial Services: The Allego Advantage

Allego

Allego’s Impact Across Financial Sectors Allego offers targeted solutions for a range of financial services firms , including asset management, wealth management, banking, and insurance. More than just a sales tool, Allego is your financial institution’s indispensable growth partner.

Insurance 118
article thumbnail

Using Old School Sales Tools in New Ways

Anthony Cole Training

In this blog post, we discuss the idea of using older (yet effective) techniques to find success in the chaos of today's selling landscape. Let's face it; with the influx of social media, apps, and online distractions, it is actually harder to reach a prospect than ever before.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

What is Sales Orientation? [Definition + Examples]

Hubspot Sales

Although this technique seems inherently outbound, you can still use sales tools like the HubSpot Sales Hub or CRM to help sales teams track and engage prospects in a more organic way. Below are some examples of industries that might use a sales orientation approach. Insurance Providers.

article thumbnail

3 Tracking Tools for Serious Sales

The Pipeline

Carrie has enjoyed writing for a wide variety of clients, from clothing brands to car insurance companies, and prides herself on her ability to make any topic fun, engaging, and fresh. Ability Action Activity Management execution Guest Post Sales Success Sales Tool Attitude how to sell better Sales Tools'

CamCard 308
article thumbnail

Developing An Effective Sales Roadmap To Win Your Customers Over

Crunchbase

As your product offering changes and your business grows, the sales roadmap will need to grow with you. Let’s look at an example in the insurance industry. In its early days, a company like True Blue Life Insurance may have only offered a limited selection of life insurance products, which would limit their pool of sales prospects.

article thumbnail

Leveraging the Inverse Relationship Between Price and Risk

The Pipeline

Which gets one to think about price and risk, and the ultimate risk in using price as a sales tool, as many do. If you want to see this in action just stand by any car rental counter and watch them buy unnecessary amounts of insurance, all with the goal of being covered for all risk.

Insurance 120
article thumbnail

Don't Be "Fooled" By Sales Force Automation Sales Projections

Anthony Cole Training

These applications, which range from simple excel spread sheets (SalesForce.com) to internally designed database systems, are used with the hope of assessing sales productivity and/or predicting future sales. However, the company had then made the "sales CRM tool" into a finance reporting application.

Lead Rank 189