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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. Finding a suitable location (quiet and without interruptions) to make calls when working in an office environment was sometimes a challenge.

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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Nervousness – Shyness, modesty, lack of confidence and fear of failure can make fee-earners reluctant to organise meetings to take the next steps in building a potential client relationship. There is rarely a deep understanding of how disparate and disconnected decision-making units are across such large organisations.

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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. Remember too about the telephone preference service when making outbound calls.

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Why are questions so important? (Questioning skills)

Red Star Kim

We ask questions to avoid making wrong assumptions or adopting the wrong focus. will make people pause to consider how their feelings compare with those they had the previous day. How can I help to make this better for us?” “How You see this in multiple choice questions and they can be used as a closing technique.

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What is a help desk? How is it helpful for the sales field?

Apptivo

Are you tired of drowning in a sea of customer enquiries and support requests? It can be a game changer for businesses looking to keep their customers happy, with expert staff on call to handle any enquiry or technical issue. A help desk is a centralized system for managing customer enquiries and support requests.

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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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Book review: Sales Mind – 48 tools to help you sell by Helen Kensett

Red Star Kim

And that technology is making some jobs obsolete. Understand how and why they make decisions. Urgency (are you making it crucial?) Whilst not specific to the professions, I like the book and really value some of the practical ideas and exercises it includes. Book review: Sales Mind – 48 tools to help you sell by Helen Kensett.