When it comes to sales, selling on the phone is not the same as selling in person. Understanding this will change how you conduct your sales pitch, in terms of your approach, and how you interact with your potential and existing clients.

If you’re part of a busy Sales team, your time is limited, with client contact your priority.

Anything that can help reduce your admin or streamline your processes has to be a good thing. This is why many business developers are turning to automation – in a variety of guises – to help them cut throu..

The presentation is the shop window of the Sales professional.

The way you present your solutions to prospective clients can mean the difference between success and failure.

How can you make sure your presentations do justice to your offering – and win you the business? We have some tips to help.

GDPR has become all too familiar in recent months. And now it’s here – with the 25 May deadline passed, the General Data Protection Regulation is in force.

What does it really mean for Sales teams? How will you need to change the way you deal with client and prospect data?

Unless you’ve been somewhere very remote, you’ll know that the GDPR (General Data Protection Regulation) comes into force next month.

When it comes into effect on 25 May, the new regulation will impact your sales processes, as well as your marketing and client management.

You can’t have failed to notice that the General Data Protection Regulation is coming into effect soon.

From 25 May, you will have to comply with a new range of requirements around the ways you use client and prospect data.

The General Data Protection Regulation takes effect on 25 May, and Sales teams will need to comply with it.

The new rules bring a sea-change in the way business developers interact with prospects and clients. What are the main pitfalls you need to avoid?

The world of sales is constantly changing. The start of a new year seems a good time to look at some of the topics that will be impacting your landscape. What does the next twelve months look like for you?

The MifID II regulations come into force on 3 January 2018.

While many of the updated rules apply to a firm’s operations, many also affect client/prospect communications, like sales proposals.

You may be aware that MiFID II – The Markets in Financial Instruments Directive II – will come into effect on 3 January 2018.

You might be aware that it will bring a number of changes around the creation and distribution of financial products.

You’re a good salesperson – that goes without saying.

But even the best business developers can’t win every pitch. The good news is that you can take steps to tip the scales in your favour.

Selling to your clients is so much easier if they already receive outstanding service.

Stands to reason, doesn’t it? But all too often, ongoing client service is the poor relation of the sales process.

What is GDPR?

GDPR is the new General Data Protection Regulation. It’s an EU regulation that aims to strengthen and increase consistency in data protection for individuals within the EU.

The Financial Conduct Authority recently published its latest data on complaints.

The information covers the complaints the FCA received about the firms it regulates.

Your client has decided it’s time to review their providers.

You’re under pressure to retain the account.