Category Archives: Sales Enablement



The First Step in Creating an Effective Pitch Book Strategy

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By Emilie TottenPitch books that sell

In the world of financial product sales, the quality of your pitch books can either make or break you. In order for sales people to deliver great presentations that sell, it’s important to have  a pitch book strategy that runs like a well-oiled machine.  If your strategy isn’t refined, you run the risk of sending out sloppy presentations that can damage your brand image, or worse, result in non-compliance fines.Read More

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How automation improves sales and marketing alignment

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sales-marketing-alignmentBy Emilie Totten

Despite having the same end goal, marketers and sales departments tend to be in conflict because their short-term objectives differ. Marketers are focused on creating campaigns that will generate new leads, and sales teams concentrate on making sales. In a controversial article for CBS News about why sales teams get annoyed by their marketing colleagues, industry expert Geoffrey James lists several top frustrations for sales reps, including:Read More

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Advanced Personalization: A Critical Email Trend for 2014

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Send better emails with advanced personalization. By Emilie Totten

Email is an increasingly vital means of communication for sales and marketing teams, and it’s still the No. 1 way businesses connect with clients and prospects, according to Exact Target. However, as more and more emails are being sent, marketers need additional ways to get their messages seen. Some companies send emails at strategic times while others send automated messages based on certain events and triggers, hoping to break through. Increasingly, companies are turning toward personalization to make sure their messages cut through cluttered inboxes.

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3 Reasons Dynamic Sales Presentations are Essential for Asset Managers

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Post by Noah Menikoff
dynamic sales presentations for financial services

If you’re a sales or marketing professional, your job boils down to good communications. Creating and delivering an effective and engaging presentation is an incredibly important skill that usually starts with the marketing team and ends with the sales team.

The success of your efforts is determined by how well you persuaded your audience to take action.

As a software engineer, I won’t claim to be an expert communicator. I can claim, however, to be an expert in software development for expert communicators.

Specifically, I develop software that helps sales and marketing professionals create compelling client communications without sacrificing quality or compliance.

When asset management marketers create sales presentation and pitchbook materials, they need to be dynamic.  In software engineering, “dynamic” is a term we use to define something that is ever-changing. Folks in Financial Services understand this concept better than anybody.  That’s because your branding, regulatory guidelines, and financial reporting data are in a constant state of flux.

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