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With Market Headwinds Intensifying, Here’s a Better Way to Work with Clients

With Market Headwinds Intensifying, Here’s a Better Way to Work with Clients

Jake Pieruccini
Written by Jake Pieruccini September 20, 2019

In recent months, global markets have become increasingly volatile. Slowing economic growth, weakening corporate earnings, and an escalating trade war with China are among the many factors conspiring to disrupt the economy and rattle investors. And, while the US economy has been expanding since 2009 — making this the longest period of uninterrupted growth in…

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Asset Management, Content Strategy, Sales Effectiveness, Sales Productivity
Hyper-Personalized Customer Engagement: Why Account-Based Selling?

Hyper-Personalized Customer Engagement: Why Account-Based Selling?

Amanda Wiesemann
Written by Amanda Wiesemann September 18, 2019

According to The State of Enterprise Sales Enablement 2019, 85 percent of sales and marketing leaders agree that buyers will dismiss a seller in the first interaction if they don’t receive tailored information. Companies are moving towards account-based selling to fill this gap by enhancing the buyer experience in a more effective and efficient manner.…

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Technology, Advisor Enablement, Digital transformation, Sales Effectiveness
How to Ensure Advisor Growth through a Consolidated Tech Stack

How to Ensure Advisor Growth through a Consolidated Tech Stack

John Rivers
Written by John Rivers September 16, 2019

Today’s financial advisors are no longer the Goliaths, they’re the Davids. Due to rapid market and technology changes, they must now stand up to robo-advisors, fee compression, and technological uncertainty to provide clients with timely solutions that make them feel well-informed, secure, and confident. In addition, they must navigate more demanding client expectations and stringent…

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Wealth Management
Is Your Content Aligned to How Your Clients Make Decisions?

Is Your Content Aligned to How Your Clients Make Decisions?

Jake Pieruccini
Written by Jake Pieruccini September 12, 2019

With a tool like Seismic, sorting through all of that content, finding the right components, and pulling it all together is easy. Seismic automates the process for you so that creating custom presentations, pitchbooks, and proposals becomes quick, easy, and efficient. A process that might otherwise take hours, if not days, can suddenly be completed in seconds.

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Asset Management, Advisor Enablement, Buyer Engagement, Buyer's Journey
5 Ways to Improve Your B2B Customer Experience with Sales Enablement Technology

5 Ways to Improve Your B2B Customer Experience with Sales Enablement Technology

Dan Burtan
Written by Dan Burtan September 9, 2019

Customer experience has long been a priority for B2C companies, but it hasn’t been a focus for B2B organizations until more recently. The B2B selling space is evolving, funnel dynamics are shifting, and buyers are becoming better informed. Perhaps the most significant changes are the shift in the balance of power in the B2B purchase…

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All Industries, Sales Enablement, Technology & Data
5 Strategies to Drive Sales Productivity

5 Strategies to Drive Sales Productivity

Dan Burtan
Written by Dan Burtan September 3, 2019

Almost every company struggles with sales productivity, and this problem is only exacerbated by the rising pressure to meet or exceed increasing revenue targets. Organizations are growing their sales teams and chasing more aggressive sales goals, but they aren’t scaling their processes, best practices, and sales tools at the same rate. As a result, productivity…

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All Industries, Sales Effectiveness, Sales Enablement, Sales Productivity
How to Leverage Sales Efficiency and Sales Effectiveness to Improve Sales Productivity

How to Leverage Sales Efficiency and Sales Effectiveness to Improve Sales Productivity

Dan Burtan
Written by Dan Burtan August 26, 2019

“Efficiency is doing things right; effectiveness is doing the right things.” – Peter Drucker, father of modern management theory In other words, just because you CAN do something, does that mean you SHOULD? And what SHOULD you be doing anyway? ‘Sales efficiency’ and ‘sales effectiveness’ sound like vague concepts, but they can actually have a…

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All Industries, Sales Effectiveness, Sales Enablement
Competition vs Collaboration - What Drives High-Performing Sales?

Competition vs Collaboration – What Drives High-Performing Sales?

Dan Burtan
Written by Dan Burtan August 13, 2019

Competition is in our nature. We compete against other teams or individuals in sports, we compete with siblings for our parents’ attention, we compete with our peers for the best jobs, we compete with coworkers for a raise or promotion. Sales in particular is known for its dog-eat-dog, quota-oriented nature, which serves to basically position…

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Digital transformation, Sales Effectiveness, Sales Enablement
How Your Treasury Sales Team Can Overcome the Doorway Effect

How Your Treasury Sales Team Can Overcome the Doorway Effect

John Rivers
Written by John Rivers August 5, 2019

Did you know that walking through a doorway triggers the brain to forget? You get off the couch and leave the room for a glass of water, but by the time you’re standing in the kitchen you’ve forgotten why you even left the couch. Psychologists call this the Doorway Effect, and while it can seem…

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Banking, Buyer Engagement
Legacy to Leader: How Sales Enablement Transforms Buyer-Seller Relationships in Telecoms

Legacy to Leader: How Sales Enablement Transforms Buyer-Seller Relationships in Telecoms

Jonathan Hinz
Written by Jonathan Hinz August 2, 2019

Last month we touched upon some of the current challenges facing sales and marketing teams in the telecom industry, and detailed how some legacy providers have begun to shift their focus from consumer to B2B markets, developing their revenue streams  to retain a foothold in the market. To recap, perhaps the most compelling argument for…

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Telecommunications, Buyer Engagement, Digital transformation, Sales Enablement