Zendesk

OCTOBER 25, 2022

Fintechs have quickly emerged as major players in the global financial services industry. And as the market becomes more competitive, it may be tempting for some fintechs to reduce customer service as a cost savings measure. Standing apart from the crowd.

Banking 52

Banking Investors Financial Services Customer Experience 52

Openview

FEBRUARY 4, 2019

Prior to joining OpenView, John was Director of Corporate Development at Rocket Software, a global enterprise software company, where he drove acquisition execution. She began her career at PricewaterhouseCoopers, where she worked in the Financial Services Assurance group. “We

Leadership 60

Leadership Finance Investors Financial Services 60

Hubspot Sales

MARCH 15, 2018

Recent mergers, acquisitions, or divestments. the impact of regulatory reform on financial services companies). These company-specific circumstances usually lead to a moment of “organizational reflection” where current thinking, behavior, processes, structure, etc. all fall under increasing scrutiny. Senior leadership turnover.

Healthcare 115

Healthcare Financial Services Acquisition Decision-making 115

Sales Outcomes

JANUARY 17, 2022

We work with sales leaders across a range of industries – logistics, software, technology hardware, telecommunications, healthcare, financial services, automotive, and education, to name some – yet one of the top challenges we heard in 2021 with their sales teams was consistent.

Telecommunications 52

Telecommunications Logistics Facilitation Sales 52

ACT

OCTOBER 18, 2023

For instance, sales team members can build a template for customer acquisition to streamline the workflow. Legal and regulatory compliance Certain sectors, such as financial services and insurance, enforce strict laws and regulations when it comes to interacting with consumers.

CRM 52

CRM Insurance Small Business Financial Services 52

KAM With Passion

JUNE 20, 2021

After the initial KAM training, in order to anchor the acquisition of knowledge and help people in the early phase of practicing, adequate reinforcement measures should be taken. It must also include some base knowledge and practice on the constitution of the Key Account Team: identity and roles of the team members.

Key Account Management 130

Key Account Management Account Management Co-Creation Account Planning 130

QYMATIX

OCTOBER 3, 2023

Leave aside mergers, acquisitions and joint venture, which amount for inorganic growth. During his tenure at the helm of GE, 2001 to 2017, two unprecedented and unforeseeable crises hit the global markets : 9/11 in 2001 and the global financial crisis in 2008. Both GE aviation and financial services business took a direct hit.

Manufacturing 52

Manufacturing Shareholders Sales Acquisition 52

Jermaine Edwards

APRIL 16, 2020

If you were to take “Adaptation Theory” into the current world you’ll see the three basic types of adaptations happening: Structural adaptation : change in the business model Physiological adaptation : new skill acquisition Behavioural adaptation : new thinking and systems.

Computers and Electronics 130

Computers and Electronics Supply Chain Telecommunications Financial Services 130

Hubspot Sales

NOVEMBER 29, 2021

You need to take a thorough, comprehensive look at how you're spending money, how you're producing your product or service, your acquisition and retention strategies, and any other crucial factors that impact your revenue generation or production costs. Environmental & Waste Services: 3.52%. Financial Services.

Profitability 107

Profitability Food and Beverage Computers and Electronics Energy and Utilities 107

Openview

DECEMBER 12, 2018

And then to feed that model, the best companies do a great job of bringing in reps – either entry level or industry transplants (think former financial services reps who want to get into tech sales) – and provide them with outstanding sales/product/industry training & ongoing education.

Sales 100

Sales Decision-making Leadership Financial Services 100

ProlifIQ

FEBRUARY 23, 2024

Below is a breakdown: 48% were from companies with 1-500 employees 31% from companies with 501-5,000 employees 21% from companies with over 5,000 employees The industries represented included software, manufacturing, financial services, healthcare, retail, and others. Centralizing account plans in CRM can enable this consistency.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

SBI

JUNE 23, 2020

While some industries had to rethink their selling approach completely—financial services and medical device sales in particular—others such as high tech were already onboard. As chief revenue officer, George leads customer acquisition and sales for Allego’s market-leading sales learning and readiness platform.

Virtual Selling 57

Virtual Selling Brainstorming Value Proposition Financial Services 57

Insightly

SEPTEMBER 19, 2023

Solar firms can track key performance indicators (KPIs), such as sales conversion rates, customer acquisition costs, and project profitability. CRM strategy for finance and financial services A CRM strategy is indispensable for financial businesses, including banks, investment firms, insurance companies, and financial advisors.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

Solar firms can track key performance indicators (KPIs), such as sales conversion rates, customer acquisition costs, and project profitability. CRM strategy for finance and financial services A CRM strategy is indispensable for financial businesses, including banks, investment firms, insurance companies, and financial advisors.

CRM 52

CRM Insurance Healthcare Manufacturing 52

ReviewTrackers

MAY 24, 2018

Just like in retail, automotive, hospitality, financial services, and nearly every business sector and industry, the old fee-for-service and fix-what’s-broken approach is no longer enough. The world of consumer healthcare is currently experiencing a vital shift. Invest in digital.

Healthcare 22

Healthcare Financial Services Digitalization Decision-making 22

ReviewTrackers

FEBRUARY 4, 2019

Just like in retail, travel and transportation, financial services, automotive, and nearly every industry, the old fee-for-service and fix-what’s-broken approach is no longer enough. Invest in Digital.

Healthcare 24

Healthcare Transportation Digitalization Financial Services 24

Zendesk

JUNE 28, 2022

Enterprise processes often mean a higher cost of customer acquisition, a longer sales cycle, and a tougher audience for sales pitches. Score More Sales works with SaaS, technology, manufacturing, distribution, and financial services companies, among others. Sandler Training offers structured solutions for all those hurdles.

Sales Training 52

Sales Training B2B Sales Profitability 52

Hubspot Sales

MARCH 9, 2022

billion people around the world are unbanked and can’t access the financial services they need. Funds can be used for working capital, operating expenses, tenant improvements, equipment, business acquisition, and refinancing of business debt. According to microlender Kiva , more than 1.7

Finance 97

Finance Small Business Banking Investors 97

SBI

SEPTEMBER 30, 2019

Bigtincan (ASX:BTH), the global leader in sales enablement automation, announced the acquisition of Xinnovation, Inc. Xinn is an amazing company, with an extraordinary product, amazing people and passionate customers in financial services. XINN is Bigtincan’s third acquisition in 2019, following Veelo and AsdeqLabs.

Financial Services 22

Financial Services Acquisition Account Planning Sales 22

Hubspot Sales

MAY 12, 2022

Founder of the Virgin Group, which has gone on to grow successful businesses in sectors including mobile telephony, travel and transportation, financial services, leisure and entertainment and health and wellness. Richard Branson : Founder of Virgin Group, who has over 19 million followers. Otherwise known as Dr Yes! for inspiration.

Emotional Intelligence 135

Emotional Intelligence Transportation Value Proposition Financial Services 135

SBI

SEPTEMBER 29, 2020

In addition, the company expanded its Seismic Storytelling Platform with the acquisition of Percolate in November 2019. During the first half of 2020, Seismic achieved a 148 percent increase in active users over the prior year period, driven in part by the world’s shift to digital and remote work.

Investors 38

Investors Shareholders Innovation Financial Services 38

Account Management Skills

MARCH 23, 2021

The first is the financial services sector. So there’s a lot of companies who are on the acquisition trail, and that prevents that presents itself a distinctive problem because, , how do you integrate an organisation into a larger and swallow it up? And the second is technology, media and telecom. What do you do?

Account Management 52

Account Management Banking Advertising Profitability 52

SBI

DECEMBER 27, 2018

There have been several acquisitions since, and in between, including Opspanda, RO Innovation, and most recently, TerrAlign was purchased by MapAnything. Bigtincan works with more than 200 enterprise companies and 240 SMBs in healthcare, retail and financial services including GUESS and Palo Alto Networks. Continue Reading.

Artificial Intelligence 37

Artificial Intelligence B2B Financial Services Healthcare 37

SBI

JUNE 25, 2019

Showpad is the world’s largest sales enablement software provider, with more than 1,000 customers worldwide spanning a breadth of industries including manufacturing, healthcare, technology, and financial services. According to Gartner, 15 percent of all sales technology spending will be applied to sales enablement technology by 2021.

Investors 29

Investors Account Planning Banking Finance 29

ReviewTrackers

APRIL 20, 2021

Customer Acquisition: Banking Strategies. The ways that customers shop for banks and financial services providers have changed. So, therefore, have the methods and strategies for customer acquisition in banking. And what can banks and financial marketers do to influence the decision-making process?

Banking 49

Banking Acquisition Media Advertising 49

ReviewTrackers

APRIL 12, 2019

Customer Acquisition: Banking Strategies. The ways that customers shop for banks and financial services providers have changed. So, therefore, have the methods and strategies for customer acquisition in banking. And what can banks and financial marketers do to influence the decision-making process?

Banking 36

Banking Acquisition Media Advertising 36