Asset Management

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8 Reasons Your Sales Reps are Losing Deals

8 Reasons Your Sales Reps are Losing Deals

Dan Burtan
Written by Dan Burtan July 23, 2019

Buyers have taken control of the modern sales cycle, and successful salespeople today know they need to act like trusted advisors with prospects to simplify their decision-making process, understand their needs and behavior, and deliver immediate value, otherwise they will lose the deal. Great sales managers and sales reps won’t just accept that a deal…

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All Industries, Buyer Engagement, Sales Effectiveness, Sales Enablement
How Investment Managers Can Use Technology to Enable a Client-First Approach to Sales

How Investment Managers Can Use Technology to Enable a Client-First Approach to Sales

Alyssa Drury
Written by Alyssa Drury July 8, 2019

The investment management industry faces no shortage of challenges. Client expectations are on the rise as they seek the same kinds of highly customized, consultative, and engaging experiences they’re accustomed to in virtually every other aspect of their lives. At the same time, clients are becoming increasingly more sensitive to fees. That sensitivity is putting…

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Asset Management, Sales Enablement, Technology & Data
Sales Enablement Doesn’t Have to be Difficult for Financial Services Firms – Here’s Why and How to Implement

Sales Enablement Doesn’t Have to be Difficult for Financial Services Firms – Here’s Why and How to Implement

Alyssa Drury
Written by Alyssa Drury June 11, 2019

Implementing a sales enablement solution doesn’t have to be hard. The key to ensuring that the process is quick and easy is working with a partner who will guide you along the way and do the heavy lifting. In addition, it is always a good idea to look for a vendor that you can grow with. The most successful firms engage with a partner that has allowed them to start small in terms of capability without limiting their growth trajectory. In doing so, you can futureproof your digital transformation by bringing on technology that will scale along with you.

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Asset Management, Digital transformation
10 Tips for Sales and Marketing Content Alignment

10 Tips for Sales and Marketing Content Alignment

Dan Burtan
Written by Dan Burtan May 24, 2019

When organizations think of sales and marketing alignment, they often focus on demand generation. As content continues to grow as a critical component in successful selling, organizations must now take steps to align around content as well. Because buyers are savvier and more educated, they expect salespeople to present them with content that is relevant…

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All Industries, Buyer Engagement, Buyer's Journey, Content Analytics
What is Sales Collateral? Examples of Sales Content for Sales Enablement

What is Sales Collateral? Examples of Sales Content for Sales Enablement

Dan Burtan
Written by Dan Burtan May 16, 2019

The true mark of a working sales enablement strategy is a sales force that constantly maintains meaningful conversations with prospects and customers. It doesn’t matter how many documents the sales enablement team puts out or marketing materials they utilize; The important thing is to provide the sales team with collateral that is relevant and helpful…

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All Industries, Buyer Engagement, Buyer's Journey, Content Strategy