Stay on Top: What the Future Holds for Call Centers

Like every other sector, the customer service (CS) industry has been turned upside down in the past couple of years. Due to the global pandemic, many people switched to remote work. The sector also had to keep up with the digital transformation, a growing trend, while dealing with the constant pressure to provide better experiences.… Continue reading Stay on Top: What the Future Holds for Call Centers

How to Manage Your Remote Teams for Improved Productivity

Working remotely isn’t exactly a novelty in the 21st century. Since the emergence of the IT industry, this business model has slowly started to gain traction. Still, many businesses prefer to conduct the majority of their operations with their employees being physically present in an office. This changed drastically when the pandemic hit in 2020.… Continue reading How to Manage Your Remote Teams for Improved Productivity

How to Build a Client Prospect List to Close More Sales

Running a successful business in a highly competitive market requires positioning your products or services in a way that drives leads and sales. To do this, you have to know what you’re selling, and, consequently, create your ideal customer profile. Once you establish your potential customers’ wants and needs, you will want to create buyer… Continue reading How to Build a Client Prospect List to Close More Sales

Top 5 Reasons to Get a Local Phone Number for Business

With the development of digital communication methods, local telephone numbers may seem like a thing of the past. Why would you get one when your clients can contact you via email or messaging app? But, as it happens, having a local phone number comes with many benefits. Actually, 60% of customers claim they prefer to… Continue reading Top 5 Reasons to Get a Local Phone Number for Business

5 Ways Financial Advisors Boost Profits Through Cross-Selling

Upselling is hard in any industry. But with financial advisors it seems especially so, because clients are quick to say no when offering them something new and more expensive. But that’s to be expected. After all, you’re talking about someone’s life savings. There is an alternative to upselling your products, however. To build trust and… Continue reading 5 Ways Financial Advisors Boost Profits Through Cross-Selling

Insurance Client Data Sheets for Upselling and Retargeting

The goal for any business is to generate revenue by solving a client’s problems. But how do you do that while juggling so many other business demands? Take client success stories, for example. Celebrating the achievements of an existing customer after adopting your product or service is a terrific way to show others proof that… Continue reading Insurance Client Data Sheets for Upselling and Retargeting

9 Ways Financial Advisors Build Client Trust

2020 has placed interference and confusion at everyone’s doorstep. The finance sector in particular was affected in terms of how to direct their teams, how to convene with clients, and how to perform daily duties while remaining as productive as the year before.  But some organizations have managed to react to 2020’s new norms in… Continue reading 9 Ways Financial Advisors Build Client Trust

Outbound Calls: Best Practice Tips and Strategies

When it comes to outbound calling, only one thing matters — conversions. And while the statistics are actually in a sales person’s favor, the reality is that without a proper strategy, outbound calling can be detrimental to one’s business.  So let’s turn that around by understanding how outbound calling works and what you can do… Continue reading Outbound Calls: Best Practice Tips and Strategies

The Challenges of Scaling a Business and How to Overcome Them

Scaling your business is exciting, but it comes with a variety of challenges you need to overcome. From lack of energy to poor timing, without the right tools or plan, your business can quickly fall off the tracks.  In this article, you’ll read about four of the most common challenges faced when scaling a business.… Continue reading The Challenges of Scaling a Business and How to Overcome Them

How to Use Sales Productivity Tools to Increase Sales

It’s difficult to increase sales productivity if you’re stuck doing administrative duties, like data entry, cold outreach, updating customer profiles, prospecting, scheduling meetings, etc. In fact, sales reps spend only 35.2% of their time selling. Whereas, countless hours are spent on activities that have little or no connection to selling. The good news is it… Continue reading How to Use Sales Productivity Tools to Increase Sales