Seven Things Your Data Should Tell You – Part 7: What is Your Long-Term Strategy
All the things your data is telling you about buyers and sellers, sales channels, campaign performance and product success will inevitably work to define your overall sales strategy. Your data is proving to you every day what the market wants, what is changing and how you need to change with it. The essential questions are […]
Seven Things Your Data Should Tell You – Part 6: Product Performance
Up to this point, we have focused on the people in your sales strategy. But at least as important as the buyers and sellers of your products to your overall sales success are the products themselves. Understanding product performance through sales reporting is essential How your products are performing, as revealed by your sales reporting, […]
Seven Things Your Data Should Tell You – Part 5: What Client Engagement Strategy is Most Effective?
Data is the key to sales success. But is it also the key to retaining and enhancing the relationships with clients after the sale. The data you collect in the process of making the sale and in the course of client activity after the sale should combine to give you insight into how best to […]
Seven Things Your Data Should Tell You – Part 4: What are your best lines of communication?
Data is your key to sales success. Every kind of data you collect in your sales and marketing process is usable through sales reporting to improve the performance of your next campaign and your direct sales outreach. For example, just how you communicate with prospects very often makes an important difference. Sales reporting can show […]
Seven Things Your Data Should Tell You – Part 3: How Do Your Channels Prefer to Engage?
In Part 1 we identified the WHO of your sales performance – your buyers and sellers – and in Part 2 the WHY – the messaging and targeting that is working the best. The WHERE – channel performance – can also be examined and leveraged with superior data analytics capability. Historically, firms have always channelized […]
Seven Things Your Data Should Tell You – Part 2: What’s been working?
In Part 1 we talked about the WHO of your sales performance – how sales analytics reveals the buyers and sellers. Here we examine the WHY. Why have buyers been buying and why have the best producers been outperforming? You can’t know the value of your sales and marketing campaign strategies unless you can see […]
Seven Things Your Data Should Tell You – Part 1: Buyers and Sellers
Your sales team should not spend their time hunting for opportunities – your historical sales data should be leading the way through advanced sales reporting. The right data analytics, visualization and prospecting tools can leverage your sales data to direct your sales team to the most fertile ground for growing AUM. There are seven things […]
Rep Team Data with ISS Market Intelligence
The Conventional Sales & Marketing Approach for team data has some major drawbacks: Narrow view due to the Advisor-only focus No data for Advisor moves No visibility into Advisor associates No insights into team sales, assets, or performance Slow to track linked teams However, the Sales & Marketing approach provided by ISS Market Intelligence and […]
Podcast: Leverage Your Own Data First
Click the link to listen to the podcast episode in a conversation between Dave Halligan, Director with SalesFocus, and Austin Lewis, IMEA Digital Council Steering Committee member and Director with Janus Henderson Investors, who will discuss how to leverage your own data first: https://imeaconnect.com/leveraging-your-own-data-first/
Leverage Your Own Data First
As a Fintech firm, we are often surprised how many asset management companies do not have some kind of integrated solution in place for their transactional data and CRM. It’s been our experience that many firms still struggle with the challenge of leveraging their own transactional data within their CRM to better understand their underlying […]