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Is Your CRM Actually Worth Logging Into?

Is Your CRM Actually Worth Logging Into?

Jake Pieruccini
Written by Jake Pieruccini October 10, 2019

A CRM is a powerful tool and one that’s critical to the success of any business. But that doesn’t mean that you’ll reap all of the benefits it can provide right out of the box. To get the best results, you need to augment your existing CRM system to increase its overall effectiveness and maximize your return on investment. With so many tools on the market to choose from, you need to be careful to select ones that are going to drive the greatest value. As we’ve seen, enhancing your CRM with a sales enablement tool is a great way to do just that by making your sales reps lives easier so that they can focus their energy where it matters most.

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Financial Services, Advisor Enablement, Sales Enablement, Technology & Data
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, Financial Services, Wealth Management, Content Strategy, Sales Effectiveness, Sales Productivity
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, Financial Services, Wealth 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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Asset Management, Banking, Consulting, Financial Services, Life Sciences, Other Industries, Technology, Telecommunications, Wealth Management, 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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Asset Management, Banking, Consulting, Financial Services, Life Sciences, Other Industries, Technology, Telecommunications, Wealth Management, 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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Asset Management, Banking, Consulting, Financial Services, Life Sciences, Other Industries, Technology, Telecommunications, Wealth Management, Sales Effectiveness, Sales Enablement
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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Asset Management, Banking, Consulting, Financial Services, Life Sciences, Other Industries, Technology, Telecommunications, Wealth Management, Buyer Engagement, Sales Effectiveness, Sales Enablement
3 Ways to Make the Modern Buyer Love You

3 Ways to Make the Modern Buyer Love You

Dan Burtan
Written by Dan Burtan June 12, 2019

Prior to the rise of technology, B2B sellers were behind the wheel. In the old days of selling, buyers relied on sellers to provide the information they needed to make a purchasing decision. Now, the computer firepower carried in buyers’ pockets can connect them to mountains of product information in a matter of seconds. Today’s…

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Asset Management, Banking, Consulting, Financial Services, Life Sciences, Other Industries, Technology, Telecommunications, Wealth Management, Buyer Engagement, Buyer's Journey, Sales Effectiveness
3 Mistakes to Avoid When Building an Enablement Strategy

3 Mistakes to Avoid When Building an Enablement Strategy

Tamrah Buhr
Written by Tamrah Buhr June 6, 2019

Implementing an enablement strategy is one of the most effective ways you can transform your sales and marketing teams. For example, organizations that have a defined sales enablement program have seen a 350% increase in content usage, 275% boost in conversions and 65% more revenue generated by new reps. However, not all strategies are created…

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Asset Management, Banking, Consulting, Financial Services, Life Sciences, Other Industries, Technology, Telecommunications, Wealth Management, Sales Enablement
Pitch Perfect: How Sales Enablement Can Optimize  Your Bank’s Competitive Differentiation Strategy

Pitch Perfect: How Sales Enablement Can Optimize Your Bank’s Competitive Differentiation Strategy

Shaalin Parekh
Written by Shaalin Parekh June 3, 2019

It’s no secret that B2B banking is becoming increasingly commoditized. These days, small- and medium-sized companies are using far more banks than even just a few years ago: according to Gartner’s 2016 Study: “A New Basis for Competitive Advantage,” 53 percent of companies use four or more financial providers. Meanwhile, Fintech competition is also ramping…

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Banking, Financial Services, Buyer Engagement, Digital transformation, Sales Enablement