Sales Tactics

We have a rule for the sales tactics we share: they must be practical, simple and inexpensive. Most will save time, boost conversion rates and automate your admin. You’ll find helpful how-tos for emails, calls, meetings and managing your workload.

Challenger Sales Model
The Challenger Sale Model: How to Lead the Conversation
According to the Challenger sales model, sales reps who take control of a sale and teach their prospects how to solve their problem, instead of building a relationship, are more successful. So, how do you apply the Challenger sales to your strategy? Here’s a summary and guide.
Solution Selling
Solution Selling: The Comprehensive Guide
On the face of it, the Solution Selling definition is simple: A sales rep diagnoses a prospect’s needs and then recommends the right products or services. But getting it right requires the right steps and training, so how do you successfully adopt the strategy and how can you be sure that you should?
SPIN Selling
SPIN Selling: Summary and Guide for Sales Managers
As a sales manager, choosing the right sales methodology for your team can be overwhelming. In this article, we’ll walk you through the pros and cons of SPIN Selling to help you decide if it’s the right choice for you and your sales team.
Sales presentation
Sales Presentations: Templates, Examples & Ideas on How to Present Like a Pro
How do you create and carry out a sales presentation that keeps your prospects’ attention, gets them excited and makes them want to move forward with you and your product? Find out in our in-depth guide on crafting and preparing for your ultimate sales presentation.
Sell More Often with This Haven of Time-saving Tactics
Sell More Often with This Haven of Time-saving Tactics
You can't afford to be wasting your precious selling time on repetitive administrative tasks. We've collected a huge treasure trove of time-saving tactics and produced 5 guides to help you streamline your calls, meetings, emails, admin, and management responsibilities so you can sell more often!
Financial Services Reporting
How to Use Reporting to Optimize your Financial Services Sales Process
Clear, accurate sales performance data can help you gain deep insights into the performance of your sales process, which inform you and your team’s actions and decisions. So, how can you ensure you’re getting the most out of sales reports and that they’re optimizing your team’s performance and financial services sales process?
Finance Leads
Lead Qualification for Financial Services: Six Steps to Take
Scaling your agency isn’t just about selling more or better, it’s about building a repeatable process that helps you drop bad leads fast. Lead qualification in financial services sales is the lynchpin to ensuring that you only work with only the best quality leads. In this guide, we’ll show you how to achieve just that.
CRM Financial Services
How to Define a Pipeline Strategy for Financial Services
Close more deals with these tips and tricks detailing how to define a pipeline strategy that suits the financial services industry. This article offers advice on how to maintain a healthy pipeline strategy suitable for financial services, including ways to implement tools and processes.
Financial Services Forecast
How to Forecast Demand for a Scaling Financial Services Business
Reliable sales forecasting is the core element of any great sales strategy. It helps you project your sales results for the month or quarter, and pick the right deals and activities to focus on at any given moment. Financial services sales is no exception.