Because financial services are regulated, the B2B sales process – unless very well organized and resourced – can be cumbersome and even counter-productive, as licensed, trained reps get bogged-down in managing relationships.
Our process involves strategy development, as well as provision of software, people, training, oversight, and scripting, to assure a high velocity sales pipeline.
Specifically, the sales development reps’ focus is consistently building the top-end of your sales pipeline, by:
- researching new prospects, assuring prospect data completion as they enter data into the CRM
- reaching-out to prospects via email and phone (conducting up to 10 documented touches)
- scoring all interactions, and transferring conversion-ready prospects to your trained, and licensed relationship managers, assuring that they are converting good quality, ready-to-close business
If you’re looking to increase your B2B book, we should talk: