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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. Qualification of calls and enquiries was also more difficult. Others had little more than a name and telephone number. Where information was sparse it limited the amount of preparation that could be done.

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The 5 Real Issues When Dealing With Email Enquiries – Infographic

MTD Sales Training

In modern businesses today, most sales people will spend a good proportion of their time responding to email enquiries from prospects – rather than having these initial conversations over the phone. [[ This is a content summary only. Visit my website for full links, other content, and more! ]].

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

Red Star Kim

We focused on telephone enquiries (inbound calls) and “cold” calling (outbound calls). It was interesting to hear that some firms combined enquiry handling and onboarding new clients where other firms separated these activities. Enquiry management: Converting more telephone enquiries (kimtasso.com).

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Selling challenges in professional services: Sales processes and skills

Red Star Kim

78% Revenue/profit 78% Pitches/tenders 56% Additional revenue from existing clients 56% Referrals and recommendations 33% New clients/transactions 22% New leads, enquiries or opportunities generated How familiar are you with the concept of the DMU?

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Why are questions so important? (Questioning skills)

Red Star Kim

He also talks about questions in the context of suggestive enquiry (forces new content into the story) and process-oriented enquiry (the ways things happen now and how they might happen in the future). Questions in persuasion and negotiation – Influencing Questions play an important role in persuasion and negotiation too.

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7 gaps that need addressing to improve your omnichannel offering

Freshworks

This results in advisors losing time switching between multiple system screens to deal with customer enquiries. Addressing this gap results in having greater visibility of a customer’s history, reduces advisor frustrations and allows you to respond to customer enquiries more quickly, making them happier and saving you money. .

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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention. 17% had plans to introduce new private client services and 67% had plans to develop new markets. 10 reasons why (kimtasso.com) Need for processes (e.g.