“I LOGGED MY CALLS INTO THE CRM. ARE YOU HAPPY NOW?” “Let’s rip-and-replace our CRM. That will fix our revenue problems,” said no Best-in-Class Sales VP, ever. Too often, CRM is seen as the equivalent...More About "CRM Data Analyst Report"
As with many industries, the insurance sector faces more disruption than ever. One of the biggest drivers of this has been a change in customer expectations. New York Life’s leaders understood that to navigat...More About "Insurance Case Study"
Without accurate data, Belmont Savings Bank sales and overall effectiveness were limited. Since the bank typically converts 80% of its business from face-to-face meetings, it needed to ensure that its bankers w...More About "Retail Banking Case Study"
COULD JORDAN BELFORT HAVE BEEN RIGHT? Turning sales activities into coachable moments will contribute toward expanding the pipeline, growing the top line, and moderating the bottom line. “The telephone is dea...More About "Sales Activities Analyst Report"