article thumbnail

Telephone call challenges: Emotions, data, selling and follow up

Red Star Kim

Some were fortunate to receive full details from the firm’s CRM supported by analytics showing digital activity and enquiry details. Others had little more than a name and telephone number. Where information was sparse it limited the amount of preparation that could be done.

article thumbnail

Selling challenges in professional services: Sales processes and skills

Red Star Kim

What is surprising is that despite having demanding sales roles for new and existing clients, many professional services marketers have received little formal sales training. Selling challenges in professional services: Sales processes and skills. Their fee-earners are often in the same boat.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Referrer Management – Capacity and Capability

Red Star Kim

Most commented on the data challenges of referrer management – although accountants using PracticePortal were happy with their CRM. Sharing some CRM horror stories felt like much-needed therapy. Another area for discussion was sales training and sales process management. amongst us. Sharing is caring?

article thumbnail

Telephone skills: Anxiety, voice, etiquette and the client experience

Red Star Kim

You should note on your CRM and other systems the preference of individuals and observe them. Some of the things that delegates found most useful included: Empathy and emotional intelligence (EQ) – see a short video. We also talked about the EQ diagnostic with this book Book review – Emotional Intelligence 2.0

article thumbnail

5 Ways to Keep Up with Data-Driven Sales

Openview

If you’re eager to dig into data-driven sales but feel overwhelmed by the many ways to implement data-backed tools, start by focusing on these five areas. You can invest in the best sales reps, sales training and sales coaching available, but if your marketing team isn’t generating strong leads, you’re expecting too much from your sales team.

article thumbnail

Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

Two thirds of delegates were most interested in using the telephone to reach people proactively whereas a third were most interested in building relationships on the telephone All delegates felt that their emotional intelligence was high. At the end of the session, all delegates felt that their confidence was high.

article thumbnail

How to build a sales enablement strategy

PandaDoc

Sales enablement techniques include using coaching, relevant content, training, and technology to help sales agents onboard, improve their sales skills, and sell more and faster. A sales enablement strategy incorporates initiatives that enable teams to enhance their existing sales repertoire.

Sales 52