Don't Leave Money on the Table

摘要

In financial services, an efficient sales process is important, but sales effectiveness is even more valuable. Your customer-facing reps have to trudge through system after system to respond to customers or prepare for customer calls. They simply can't win in a competitive environment where firms are arming their reps with next-generation sales enablement platforms. Whether your company gains or loses market share will depend on how effective you make your brokers, agents, and reps - not how efficient (more calls), but how effective (better calls, higher value content).