BUSINESS OBJECTIVE: Develop a consistent sales story.
The organization did not have a clear sales story or market position. Sales people created their own sales stories but were finding it increasingly difficult to develop new stories and secure meetings.
SOLUTION: Develop a sales and marketing calendar.
The best way to secure meetings and build relationships with financial advisors is to consistently add value. As an organization, messages are more powerful and market position is more secure when brokers have a consistent experience. To achieve both objectives, Quantum Marketing Partners created a sales and marketing calendar enabling the organization to systematically build its reputation and market position, and providing sales force with a series of new stories to tell.
SUCCESS MEASURES: Improved efficiency.
Sales force immediately began to tell the same story at the same time and to present ideas in a consistent manner.
Armed with a system of fresh material, wholesalers were able to secure more meetings.
Sales and marketing system improved overall efficiency for sales team — less time preparing for meetings and more complete presentation. Marketing experienced increased productivity because planning was complete.
Improved relationships with key distribution firms.
→ Contact Karen Valdez at 815-455-7711 or by email.
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