Mon.Mar 07, 2022

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Early renewal offer to heavy users

Zoominfo

Scenario Six months into a one-year contract, analyze user data to identify customers who are heavy users of a product. Users showing high engagement are likely finding high value in your product. Locking down renewal money for a multi-year period with these customers is a big win. Target heavy use clients with an early renewal offer by entering them into an automated email campaign.

Win 100
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Best Practices for Managing Your Sales Pipeline

Owler

What Is Sales Pipeline Management? When it comes to ensuring your deals are managed effectively, the importance of a well-managed sales pipeline cannot be overstated. A sales pipeline is a visualization of your sales process. It helps guide sales team members during their sales activities by providing an overview of the number of deals you have in progress and where sales prospects are in the overall process.

Sales 72
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Contact look-alike prospects

Zoominfo

Scenario When a new company signs on as a customer, it’s smart business to find look-alike prospects that might also benefit from your product. Every time you close a deal, your sales team should immediately identify prospects that face the same challenges as the new customer. Once a list is compiled, the sales team can begin an email sequence to introduce the product and even promote that a competitor just signed on as a client.

Sales 100
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Ep. 512 – HMRP Monday Edition: How to Avoid Fraudulent Respondents with Dr. Leib Litman, Chief Research Officer at CloudResearch

Happy Market

Our guest today is Dr. Leib Litman, Chief Research Officer at CloudResearch. Founded in 2015, CloudResearch is headquartered in NY and is a participant-sourcing platform for online research and surveys. Prior to joining CloudResearch, Leib served as the Associate Professor of Psychology at Lander College. Find Leib Online: LinkedIn: [link] [link].

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Are Your Impact Comms Resonating With Stakeholders?

Whether your organization is at the start of its sustainability and impact journey or years into it, many brands share a common concern: the uncertainty of whether they are sending stakeholders mixed messages. Creating content that speaks to your audience's “love language” can be a tricky dance. But, worry not! 3BL has put together tips to ensure that your content not only finds its rhythm but also resonates with your target audiences.

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Respond to negative customer reviews

Zoominfo

Scenario When a customer posts a negative review about your product, it can have a cascading effect that might discourage prospects from moving forward or even prompt other customers to rethink their purchase. You should designate a team to monitor popular review sites and forums and pass along negative client reviews to your sales or customer service reps.

Sales 100
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10 Actionable Steps to Create a Data-Driven Culture

Dataversity

By capitalizing on your data assets, do you want to acquire fruitful outcomes and actionable insights to make more informed and rational business decisions? To make your business a purely data-driven entity with a highly streamlined and targeted approach, you must embrace the change dictated by the valuable insights from the correct data analysis. By […].

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Make the Journey to the Data Intelligence Promised Land, Securely

Dataversity

To take your organizations to the next level, C-level executives are faced with the compelling need to make sense of your data, generate data intelligence, and create a higher-level understanding of your customers and your business. The only way to get there is to combine your distributed data sets into a consolidated, holistic view of […]. The post Make the Journey to the Data Intelligence Promised Land, Securely appeared first on DATAVERSITY.

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Investment, Pension, or Annuity? This Fund Is a Hybrid

Wink Intel

Purpose Financial’s Longevity Pension Fund, introduced in Canada last summer, is designed to provide sustainable income for life with liquidity of principal. Getting SEC approval for its sale as a mutual fund in the US could be a challenge. Click HERE to read the full story via RIJ. The post Investment, Pension, or Annuity? This Fund Is a Hybrid appeared first on Wink.

Sales 40
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51 Top Social Media Tools for 2022

Netbasequid

Which social media tools make sense for your brand? Even if you already know what kind of new media tools you need to look for and why, validating your findings is wise. This list will help! Our updated social media tools list captures shifting trends and technological advances to showcase corresponding social analytics and social media management tools that have become increasingly powerful.

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Annuities Gain Momentum with New, Unexpected Audience – Young, Affluent Investors

Wink Intel

LIVONIA, Mich., March 01, 2022 (GLOBE NEWSWIRE) — The annuities market is poised for unique and exceptional growth in the coming months, buoyed by interest from an unexpected group—young, affluent investors looking to secure stable retirement income. However, aging and outdated sales models mean most providers are not ready to tap into this rising demand.

Win 40
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7 Strategies to Gather (and Actually Use) Competitive Intel from Employees

Leaders in competitive intel know that the employees who interact with customers and prospects every day hold valuable competitive insights that could help win sales. But they don’t have a good plan or system to gather, organize, and share these insights with the stakeholders who need them. In this eBook, we outline 7 strategies to make it easier to build and scale an employee sharing program that will drive competitive advantage.

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How RIAs can stay ahead of the competition: Cerulli

Wink Intel

A confluence of competitive threats is eroding the registered investment adviser (RIA) channels’ key differentiating factors, according to the latest report from consulting firm Cerulli Associates: US RIA Marketplace 2021: Meeting the Demand for Advice. Click HERE to read the full story via RIJ. The post How RIAs can stay ahead of the competition: Cerulli appeared first on Wink.

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Legacy Planning? Don’t Sell Life Insurance—Sell What It Can Do

Wink Intel

“Don’t sell life insurance. Sell what life insurance can do.” Among the many great quotes from Ben Feldman—one of the most successful life insurance agents ever—this one resonates most with me. When you understand all that life insurance can accomplish, this approach can transform your business. Click HERE to read the full story via Broker World. The post Legacy Planning?

IT 40
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Commentary: Why We Must Join Together To Launch A Bold New Era Of Annuity Sales Growth

Wink Intel

A recent article by Matthew Drinkwater, vice president at Secure Retirement Institute, explained that 47.2 million retired Americans receive a combined income of $1.5 trillion. Some of that income is attributable to annuities. How much? A whopping 3%. Click HERE to read the full story via INN. The post Commentary: Why We Must Join Together To Launch A Bold New Era Of Annuity Sales Growth appeared first on Wink.

Sales 40
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OneDigitalTrust and CUNA Mutual Group’s Preplanning Solutions Division Partner to Offer Digital Estate Planning

Wink Intel

MCLEAN, Va. , March 2, 2022 /PRNewswire/ — OneDigitalTrust’s enterprise-grade estate planning platform will power digital estate planning capabilities offered by CUNA Mutual Group’s Preplanning Solutions under a multi-year strategic partnership agreement between the two companies. . McLean, Va. -based OneDigitalTrust , Inc. offers a next-generation digital estate planning platform as a turnkey solution to banking, financial advisory institutions, insurers, and employee benefi

Banking 40
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What Regulations Will Impact Sustainability Comms in 2024?

Navigating the waters of sustainability reporting disclosures and regulations can be intimidating, to say the least. With various measures set in motion in 2023 to keep companies accountable, there is a lot in store for brands’ impact communication in the upcoming year. 3BL is kicking off this January with our Navigating ESG Comms Through the Cosmos - Capricorn Edition by highlighting the impact of: The U.S Securities and Exchange Commission (SEC) Climate disclosure rules The European Commission

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Integrity Expands into Employee Group Benefits Market by Partnering with Resource Brokerage

Wink Intel

DALLAS , March 1, 2022 /PRNewswire/ — Integrity Marketing Group, LLC (“Integrity”), an omnichannel insurtech leader in life, health and wealth solutions, today announced it has acquired Resource Brokerage, LLC , a brokerage general agency (“BGA”) located in Schaumburg, Illinois , with a strong group benefits focus. As part of the acquisition, Blair Farwell , Presiden. “At Integrity, we want to help all Americans plan for the good days ahead and partnering