CRM, HubSpot, Digital Marketing & Transformation

1. Workshop your personas at least annually Your market will change subtly over time and you need to be aware of these changes to accurately pinpoint your message to the right people. Having a clear picture of your personas allows you to know which personas are engaging with you, bringing in revenue, or just creating noise and no revenue. 2. Make CRM a core part of your marketing strategy CRM software is not just for the sales and customer service team. A CRM gives marketers granular

A little over a year ago we were in the same boat. Our agency was chugging along nicely with a strong referral network keeping us growing at a 'steady-ish' rate, but with a slight decrease in growth velocity. Size comes with a realisation that the law of diminishing returns is a real and unfortunate thing. Slowing growth make us look to inbound marketing The decrease in growth velocity caused us to look closely at how we generated business and we decided to get real with our own digital marketing. As

This means that every interaction a sales rep has with a buyer should invoke some type of emotion. If you're selling a service that protects businesses from risk, you'll want to drum up feelings of security and calm. On the other hand, if your product aims to grow profits exponentially, you'll probably want to inspire excitement and happiness. But how do you know for sure what mood you're creating? Word choice is paramount in sales; however, reps often don't give a second thought to

1. You Stick to a Script Having an outline in front of you while you’re on a call helps you stay focused and remember what you need to cover. The operative word being outlined, If you’re reading word-for-word from a script, you’ll sound rehearsed and robotic and turn buyers off. In addition, you’ll miss valuable opportunities to learn more about your prospect. Take this conversation between a prospect and a salesperson using a script: Rep: “What’s holding you back from hitting your customer retention goal?”

1. Panicking about poor results. Panicking is simply unproductive. It’s easy for reps to feel that if they fumble a call or a demo, the next one has to be great. The prospect feels this pressure too. Remember that panicking won’t win you deals. Focus on the bigger picture and recognise you can take action to reverse a slump. “Keep everything in perspective,” Elijah Condellone, Solutions Director at SIG University, writes on LinkedIn. “Sales giant Jeffrey Gitomer

Blogging - the act of creating short-form content posted to your website’s “blog” page - a part of your website that should be regularly updated and therefore found online easily. That brings me to a big part of what the point of a blog is - online visibility. 1. Online Visibility for Financial Services Online visibility is exactly what it sounds like - being able to be found and seen on the internet. This could mean your business pops up a lot in search engines, on social media, on other people’s blogs as a guest writer, etc. Business blogging is one way to help get

In a report by research company, Mintel, it was found that 36% of consumers are comfortable with brands interacting directly with them on social channels and are significantly more likely to be satisfied with their financial services provider across a range of factors including the branch, ATM, website and mobile app. This suggests that a proactive social media strategy is critical because the more you can get your customers to engage with you on social media, the more satisfied and loyal they are likely to be. 8 Social Media Tips For The Finance Industry

1. Self Service and Digitisation of Financial Services Unlike older generations, Generation Z and millennials prefer to do 'admin' tasks as efficiently and with as little human contact as possible. Yes - they consider banking and investing as an admin task they'd prefer to have simplified, personalised and digitised. Setting up and promoting digitized products and customer service or experience portals which enable customers to sign up for services online, change products & services online, and view their information without going into a branch is an increasingly necessary

1. Focus on engaging content marketing and SEO (Inbound Marketing) "But as good as my brand's services are, they really aren't interesting enough to make engaging content from." We've heard this way too much before and though it may (or may not be) true - that's not the point. The lesson here is to change the way you think about content, and the best way to understand what I mean here is to answer this question yourself, as if you were someone included in your target market: Which headline are you more likely to click on? i) "Take Equity Investing to the Next