May 14, 2020
Achieving Marketing Success with Customer Surveys Achieving marketing success with customer surveys should be an essential part of your comprehensive plan. Your strategy should be well thought out and comprehensive. Once you have implemented your strategies, you will...
Apr 15, 2019
No matter what business you are in, you need to have direction – an end goal. But, you also need a tactical approach – a step-by-step process of how to get there. You also need to understand the importance of the customer experience and data as part of your overall...
Mar 24, 2019
Of all the teams in a financial services company, the customer-facing department plays a critical role as it is the primary point of contact with a customer and is there throughout the customer journey. As a result of such a relationship, sales reps need support from...
Mar 22, 2019
The Ultimate Sales Email Customer Experience Do you know which medium of communication is more intimate after private messenger chats? You guessed it right: it’s email! It’s exactly like you are sending a personal letter to your best friend or your long-forgotten...
Jan 31, 2019
You’ve been talking to your prospect for weeks, months likely. You’re psyched about adding another customer to your client list. You’re almost there – about to close that deal. But at the 11thhour you get the wind blown out of your sails, “We love you guys. Love your...
Jan 7, 2019
Direct sales materials are pretty easy to optimize: change the font, reposition the image or bolden a word. But… does this impact the conversion rate? If yes, good on us. If not, we have to rinse and repeat. But what about the not-so-obvious (or let’s say, direct)...
