No More Cold Calling

MARCH 30, 2025

She couldnt get a job in a bank because they werent hiring womeneven as tellers. My Mother: Women Breaking Barriers in Finance and Family My mother graduated Summa cum Laude with a degree in finance from Syracuse University circa 1936. She had the intelligence, credentials, and ambition, yet the opportunities simply werent there.

Licensing 296

Licensing Hiring Call-back Cold Calling 296

Understanding the Sales Force

OCTOBER 15, 2020

We use remote deposit, a terrific convenience for depositing checks from the desktop without going to the bank. Compatibility is not only important, it could be one of the most overlooked criteria in hiring sales candidates. The only problem is that the software that runs the check scanner isn't compatible with the Mac OS.

Hiring 351

Hiring Data Banking Software 351

Awarathon

NOVEMBER 30, 2024

Onboarding lays the groundwork for new hires, especially in the banking sector, by preparing them to handle complex products, compliance requirements, and customer interactions. Traditional methods can be slow, but AI-enabled platforms are revolutionizing sales training for onboarding.

Banking 52

Banking Training Hiring Objections 52

No More Cold Calling

APRIL 3, 2020

We see deals in our sales pipeline postponed or disappearing. Sales leaders: Lead generation must be your primary focus. What do businesses typically do when clients stop buying and the sales pipeline dries up? If You Freeze Up, So Does the Sales Pipeline. If You Freeze Up, So Does the Sales Pipeline.

Pipeline 414

Pipeline Prospecting Ideal Customer Profile Referrals 414

Sales and Marketing Management

FEBRUARY 18, 2019

Author: John Larson A few weeks ago I was having lunch with a friend, a successful executive who has run large sales organizations for three different companies. Now, I am in the process of closing each account and transferring them to Bank ABC. Why don’t you just keep your accounts at Bank XYZ?”. “I

Loyalty 290

Loyalty Airlines Banking Discount 290

Understanding the Sales Force

MARCH 18, 2021

Typically, founders of start ups put it all on the line - everything - their house, savings, loans from friends and family and perhaps bank loans, angel investments and more.

Banking 310

Banking Hiring Relationals Up-Sell 310

Sales and Marketing Management

JUNE 25, 2018

I know, you fell into sales, and perhaps from there, sales management. studying sales methodologies, you know that you are obsessed. Action – If you're sitting reactively doing email, if you're sitting period – you’re failing in sales. Bank on it! If hesitation, don't work there - that's an anti-sales culture.

B2B 319

B2B Banking Conference Decision Maker 319

Highspot

APRIL 9, 2025

In theory, leading a banking and lending sales team should be simple: set the strategy, support your team, and drive growth. From governance and personalization to coaching and measurement, banking sales leaders face no shortage of choices. See how top-performing banks are getting it right. So whats your plan?

Banking 52

Banking Face-to-face Government Scale 52

Anthony Cole Training

JANUARY 5, 2024

Bank ATMs (Automatic Teller Machines) have been around for a while.According to Investopedia, Barclays Bank of London in 1967 was the first to have an ATM in use. I remember using my first ATM – Jeanie Machine – in Cincinnati in 1979. But the ‘ATMs’ I’m referring to have been around, well a long, long, long time.

Banking 278

Banking Sales Coaching Motivation Training 278

Anthony Cole Training

JUNE 7, 2024

Working with community banks across the country, we understand that now is an important time to have the right people in the right place, asking the right questions, to address the flow of deposits. This presents problems and opportunities for every bank. This presents problems and opportunities for every bank.

Banking 278

Banking Customer Forecasting Retention 278

Hubspot Sales

JULY 10, 2024

With the rise of ecommerce sales comes an increase in the use of digital payments and mobile wallets. Next, the bookstore’s payment processor takes the customer’s information and encrypts it so it can securely send it to the customer’s bank, which is the issuing bank. The customer’s bank must authorize the purchase.

Company 105

Company Banking Hubspot Retail 105

The Center for Sales Strategy

SEPTEMBER 6, 2022

Would you manage your people differently if you had your next Sales Superstar sitting on the bench, ready to jump in? What if you had a Talent Bank full of these talented people?

Banking 119

Banking Company Account Meeting 119

SalesFuel

AUGUST 21, 2024

Challenge: Create a competitive banking digital ad campaign Jacob Flaten, a media consultant from Sparklight Advertising and a multiple Sell Smarter Award winner, has been using AdMall for four years and knows if, and when, it can help him during a sales process. They accept deposits and make loans to both consumers and businesses.

Banking 102

Banking Campaigns Media Closing 102

Anthony Cole Training

MAY 10, 2024

In today’s world of banking and insurance, it is increasingly more difficult to get the attention of a prospective buyer after only a few outreach attempts. We are all busier than ever before with multi-media coming from every direction.

Prospecting 305

Prospecting Insurance Insurance Face-to-face 305

Anthony Cole Training

AUGUST 4, 2022

We work with many community banks and while the commercial side of the bank usually has some “sales chops”, we often hear from leadership that retail bankers are less comfortable with “selling.” Or they may even avoid that word altogether.

Banking 274

Banking Retail Influencer Positioning 274

No More Cold Calling

JANUARY 16, 2020

Here are five important steps to make your team referral sales experts. If salespeople were self-motivated, they wouldn’t need sales managers or metrics. That’s why we need sales managers. Actually, what we need is strong sales leadership. Sales managers do what they ask others to do. I’m including myself here.

Referrals 328

Referrals Sales Management Hiring Scale 328

Zoominfo

MARCH 21, 2025

Sales is no longer about dialing faster or pitching harder. Today, it all comes down to using smarter sales coaching techniques. Using AI sales tools can help teams level up by analyzing real sales conversations, identifying what works and what doesnt. Sales teams need every advantage they can get.

Sales Coaching 130

Sales Coaching Software Software Coaching 130

SBI Growth

AUGUST 24, 2018

Joining us on SBI TV is Doris Raimundi, SVP of Consumer Banking Sales and Support for US Bank. In today’s show, Doris details how to orchestrate a world class customer experience. Why this topic? The customer experience trend is sweeping.

Banking 211

Banking Customer Consumer Trends 211

Anthony Cole Training

MARCH 17, 2023

From a sales strategy and process perspective, positioning value not only requires a great VALUE PROPOSITION but also supporting Will to Sell, Sales DNA, and Sales Competencies. Using data from just one of our dozens of community bank clients, this is what we found out about top 25% of the team vs the bottom 25% of the team.

Banking 239

Banking Positioning Data Strategy 239

Pipeliner

MARCH 6, 2025

Dr. Polleit says that central banks play a big role. The Boom-and-Bust Cycle The Austrian Business Cycle Theory explains this process: Low Interest Rates: Central banks make borrowing cheap. How Entrepreneurs Can Succeed Challenges from Central Banks John asks how businesses can succeed when central banks distort the economy.

Lead Rank 98

Lead Rank Lead Scoring Video Banking 98

The Sales Heretic

JULY 7, 2020

Part of that effort included contacting a variety of businesses: the moving company, the title company, utilities, banks, two phone companies, and more. I recently helped my 82-year-old aunt move from Maryland to Texas. And at various points in the process, people from five different companies promised to call us back. And never did.

Call-back 277

Call-back Banking Company Buyer 277

Anthony Cole Training

MARCH 24, 2023

Prospect : W hy should I do business with you or your bank / company? In part 1, I gave you a sample of how the ‘selling value’ discussions sounds. Here it is again.

Banking 239

Banking Prospecting Company Training 239

No More Cold Calling

SEPTEMBER 6, 2018

Sales VP Sam told me he wants to create a referral culture, as did CRO Sue, and CEO Amanda. And they know the best referral programs require a sales culture where referrals are top priority. Referrals must be part of their Sales DNA and the way they do business—when people are looking and when they’re not. That’s culture.

Referrals 320

Referrals Ideal Customer Profile Banking Lead Generation 320

The Pipeline

AUGUST 21, 2019

TORONTO, Canada (August 15, 2019) – The Canadian Professional Sales Association (CPSA) and Renbor Sales Solutions today announced a new accredited partnership. Graduates of Renbor Sales Solutions’ Proactive Prospecting program will now earn credit toward CPSA’s professional sales designations. Renbor Sales Solutions.

Education 52

Education Banking Lead Rank Objections 52

Partners in Excellence

MARCH 20, 2025

” “We need sales training,” came the response. “What kind of sales training do you need?” “Sales training, our people aren’t performing the way we expect,” came the response. “We just need sales training, our people need to sell better, how much does your training cost?”

Training 121

Training Real Estate Insurance Insurance 121

Hubspot Sales

DECEMBER 2, 2024

Getting anything over the finish line as the holidays approach is a struggle in any facet of life, and sales is no exception. The end of Q4 is one of the — if not the — most stressful, frustrating stretches of any sales professional's year. Q4 Sales Strategies 1. Incentivize performance with contests and rewards.

Incentives 98

Incentives Incentive Intent Closing 98

DiscoverOrg Sales

DECEMBER 18, 2018

You might recognize the most-prospected-to companies of 2018, according to DiscoverOrg’s database, as household names – but that’s not why savvy sales and marketing professionals have been pitching to them. Bank of America. When you understand the types of events that precede spending, you can look for them in the future.

Company 156

Company Prospecting Oracle Transportation 156

Hubspot Sales

JULY 30, 2024

Then, the game changed when I leveled up my sales email writing game with curiosity-provoking subject lines, strong body text, and compelling closing statements. Read on to hear my tactics for ending a sales email.e From there, initiating conversations and strengthening relationships with business buyers and influencers got easier.

Closing 122

Closing Quota How To Webinar Metrics 122

Pipeliner

MARCH 31, 2025

Automate Reconciliation Processes Reduce errors and save time by letting AI handle bank reconciliations. Innovative AI Applications in Accounting Simplifying Reconciliation and Revenue Recognition AI optimizes financial processes such as bank reconciliations and revenue tracking. He is CSMO at Pipeliner CRM.

Account 66

Account Video Lead Rank Lead Scoring 66

The Pipeline

OCTOBER 23, 2017

But many sales people cherry pick time, and use it to avoid things that have to be done, like prospecting for example. It is interesting to work with new sales people, when they have no distractions, no base, no proposals, nothing to do but identify and pursue pipeline opportunities. No Distraction.

Banking 268

Banking Sales Qualified Lead Quota Proposal 268

MTD Sales Training

OCTOBER 17, 2018

What do we tend to think of when we mention ‘sales currency’ today? Our experience tells us that the new currency in today’s sales world that will increase your value is ‘speed’. Do you prefer to be paid by bank transfer, or issued with a cheque for your salary? What’s valuable to you may be insignificant to another.

Salary 244

Salary Lead Rank Lead Scoring Banking 244

Anthony Cole Training

AUGUST 25, 2023

Some would say that these are unprecedented times in banking. For a banking leader, it is an important time to have a strong focus on sales team motivation. Here are a few things we would recommend to help your frontline retail banking team continue to grow and deepen current client relationships.

Banking 156

Banking Conversion Retail Motivation 156

Jeffrey Gitomer

JANUARY 13, 2019

Small business owners have about 50 different hats to wear, but sales is the biggest hat an entrepreneur wears. Actually without the sales hat, the other hats are useless. When I say sales, I'm not just talking, "Hey, please buy my stuff." Sales is not just selling your product or service. Sales is not about pushy.

Small Business 313

Small Business Small Business Banking Commission 313

No More Cold Calling

MARCH 31, 2021

Get over your sales slump with referral selling insights in my 2021 blog posts: The Phrase of the Year Is Seller Access. Why the sudden interest in referral sales? It’s easy to get so caught up in developing new sales relationships that we forget about the existing ones, at least until we need something from them. Big mistake!

Referrals 371

Referrals Cold Calling Call-back Sales Qualified Lead 371

Allego

DECEMBER 3, 2024

Sales enablement professionals, get ready—2025 is shaping up to be an exciting year for sales enablement conferences. For attendees, the top sales enablement conferences in 2025 promise to provide value-packed and personalized experiences. Ready to take your sales enablement game to the next level?

Conference 62

Conference Sales Enablement Biotechnology Hiring 62

Sales 2.0

OCTOBER 11, 2019

When I first got involved in sales I was a sales engineer. I supported a technology sales force on their sales calls with semiconductor engineers. When I got to these meetings I had many engaging conversations with these buyers that our sales team did not seem able to handle. A real sales job.

Engineering 262

Engineering Small Business Small Business Banking 262

Anthony Cole Training

NOVEMBER 10, 2023

Banks and their relationship managers must find ways to leverage technology, improve effectiveness and uncover new ways to differentiate, attract and serve their clients. It is no surprise to any in the business of financial services that the world of selling, finding and building relationships is evolving.

Banking 175

Banking Sales Coaching Coaching Training 175