Awarathon

OCTOBER 28, 2024

AI-driven sales coaching in insurance equips agents with the skills and techniques to engage clients effectively. Ultimately, AI sales coaching in insurance ensures that agents can better serve their clients and drive success. Cross-selling and upselling enhance client satisfaction by providing comprehensive coverage.

Insurance 52

Insurance Insurance Follow-up Up-Sell 52

Allego

FEBRUARY 18, 2025

Sales training has never been more criticalor more challenging. Without the right knowledge and messaging, your sales team wont just struggletheyll lose deals before they even begin. Thats whereGenAI for sales trainingcomes in. The Role of GenAI in Sales Training Sales training must be fast, flexible, and relevant.

Training 62

Training Scale Hiring Lead Rank 62

Sales and Marketing Management

MAY 14, 2020

Some companies are creating work-from-home policies from scratch. These conditions can present challenges for sales organizations, where in-person meetings and events are typically part of “business as usual.” With internal meetings (training bootcamps, sales kick-offs, role play sessions, etc.), Reacting proactively.

Sales Enablement 227

Sales Enablement Scale Policies Distribution 227

Jeffrey Gitomer

FEBRUARY 19, 2013

Tweet Make a sale – that’s the easy part. Making the sale is not just the money and the victory. Here are the “beyond the sale” elements than make a relationship probable: Deliver. After a sale there is an expectation for delivery. After a sale there is an expectation for delivery. Perform as expected.

Policies 311

Policies Referrals Report Customer 311

Smooth Sale

OCTOBER 28, 2024

This is the only way to earn a returning and referring clientele—the hallmark of The Smooth Sale! The Number One Policy It always works in our best interest to be truthful. Honesty is the number one policy. Commit to learning in every way possible, including unforeseen errors, insights of others, and formal training.

Lead Rank 109

Lead Rank Policies Hiring Motivation 109

SBI Growth

JANUARY 19, 2014

Mature organizations typically have a robust training program. However, much of this training is wasted on corporate policies and internal systems training. Download our New Rep Onboarding Checklist document for 4 weeks of successful training. Every sales rep should know their customers care about.

Hiring 275

Hiring Policies Territories System 275

Awarathon

OCTOBER 28, 2024

With the complexity of life and property insurance policies, agents must clearly explain details and tailor plans to individual needs. Faster Deal Closure: Mastery of product details enables agents to engage clients more effectively, answer questions promptly, and speed up decision-making, reducing sales cycles. 1 success factor.

Insurance 52

Insurance Insurance Competition Ideal Customer Profile 52

MTD Sales Training

FEBRUARY 14, 2018

It’s not easy these days managing a sales team. So, what should sales managers concentrate on to still maintain some kind of control and bring about results that they are responsible for? So, what should sales managers concentrate on to still maintain some kind of control and bring about results that they are responsible for?

Sales Management 215

Sales Management Policies Motivation Sales 215

Awarathon

OCTOBER 25, 2024

Establishing credibility is essential for fostering long-term partnerships with clients, which directly impacts sales outcomes. Leveraging technology, particularly AI sales in insurance can significantly enhance agents’ ability to communicate effectively and transparently. Click here to schedule a demo today with Awarathon!

Insurance 52

Insurance Insurance Coaching Training 52

Steven Rosen

JANUARY 31, 2023

APR is a time-consuming process for the sales leadership team. In my experience, IDPs are done to comply with HR policy. To supercharge your leaders, sales executives can leverage the annual performance review to focus on and invest in creating robust leadership development plans. IDPs tend to put lip service to development.

Sales Leadership 293

Sales Leadership Policies Coaching Consumer 293

SBI Growth

MAY 16, 2013

The following is about a CEO who fired his new sales leader after 60 days. Bill had recently hired a new sales leader named “Steve.” Some best practice examples he used were: Weekly 1on1s conducted with each sales rep. 8 days in the field with sales reps monthly. He hired a new sales leader in Q2.

Hiring 303

Hiring Policies Account Follow-up 303

Cincom Smart Selling

FEBRUARY 21, 2025

Speed, accuracy, and the ability to meet customer demands efficiently are the pillars of success for the sales team. Configure, Price, and Quote (CPQ) software plays a vital role in automating product configuration, pricing, and quote generation helping sales teams to easily handle complex pricing scenarios.

Training 48

Training Closing Discount Lead Rank 48

Hubspot Sales

SEPTEMBER 1, 2023

Train AI in sales, and you’ll join 81% of salespeople surveyed who agree that AI significantly reduces their manual tasks and data entry workload. Plus, insights from sales experts who are knowledgeable and passionate about using AI in sales ethically. Thoughtful execution ensures AI can be trained correctly.

Training 116

Training Policies Guidelines How To 116

Sales and Marketing Management

JULY 6, 2017

I advise companies to have a standard policy that defines the first 90 to 180 days (and maybe a little longer) as a trial period. By “bias” I am referring to a sales manager’s tendency to overlook or minimize the indications that the person is a bad fit, because we often don’t want to admit we made a hiring mistake. Divest or Invest?

Hiring 273

Hiring Webinar Metrics Policies How To 273

Understanding the Sales Force

MAY 1, 2014

Understanding the Sales Force by Dave Kurlan It''s a big problem with many of the sales blogs you read. One-person sales consulting firms, self-appointed experts, telling, but not doing, what they say. The rest of you should be doing the following at least on an annual basis: Evaluate your sales force. Accountability.

Hiring 222

Hiring Webinar Metrics Channels Policies 222

Jeffrey Gitomer

AUGUST 31, 2011

Online Training. The interesting news is that most big companies have firm policies in place that preclude memorable recovery: needing an invoice, needing a customer number, needing a return shipment authorization, and other crapola that no angry customer wants to hear. I know it drives me insane as a sales professional.

Hiring 318

Hiring Customer Social Media Loyalty 318

The Pipeline

MAY 22, 2013

In the past I have written about the propensity of sales leaders to accept and live with the Pareto Principle, the 80/20 rule. NOTE: this is once the sales rep has been on-boarded, trained on your systems, and integrated into the process. Any way you slice it, the majority of the sales team is missing quota.

Hiring 287

Hiring Quota Territories Groups 287

Sales and Marketing Management

OCTOBER 4, 2017

Door-to-door sales? Most models for building a sales engine haven’t changed much, yet those traditional channel networks are costlier to develop. Gig Economy, the Newest Sales Channel. According to Marcus, best practices that really make a gig platform the best sales generator possible include: Keep resellers in the loop.

Engineering 227

Engineering Hiring Networking Channels 227

MTD Sales Training

FEBRUARY 8, 2018

I once spoke to a sales manager who was complaining about how many salespeople he had lost in the previous three years. I covered over some of the following information, which got him thinking: Without a robust hiring policy, it’s possible that your choice of salesperson could come back and bite you hard. He hadn’t.

Hiring 175

Hiring Policies Ideal Customer Profile Salary 175

Score More Sales

JUNE 25, 2014

Many of the same ideas are rehashed daily within sales and customer service – and in accounting and operations. If you have an open environment where ideas can be shared your company has a good chance of using collaboration for sales growth. Do you have an open door policy? How can this impact sales? Blurred Lines.

Marketing 217

Marketing Airlines Ideal Customer Profile Construction 217

Awarathon

APRIL 7, 2025

Traditional training often leaves insurance agents unprepared for real objections and unaware of real-time compliance risks. Thats where sales coaching in insurance needs a shiftfrom static modules to smarter, scenario-based learning. This strengthens their ability to personalize conversations and respond naturally to any buyer type.

Insurance 52

Insurance Insurance Coaching Objections 52

MTD Sales Training

JANUARY 28, 2019

For many sales managers, they can turn into long, boring sessions that people can’t wait to get out of. Many sales meetings fail because of the following reasons: – administrative matters receive more time than sales matters. To ascertain everyone’s specific agenda for the next sales conference). Privacy Policy.

Sales Meeting 181

Sales Meeting Meeting Sales Management Skype 181

Smooth Sale

MARCH 24, 2025

Photo by Geralt via Pixabay Attract the Right Job or Clientele: 9 Ways to Empower Your Sales Team The sales team is the driving force behind a company’s success, but that can only happen if they have the time, space, and support they need to work at their highest level. So, how do you invest in your sales team?

Hiring 78

Hiring Incentive Incentives Lead Rank 78

Janek Performance Group

FEBRUARY 23, 2022

Now the economy is growing again and you are looking to hire more sales talent for your team. The bad news is your sales managers have maxed out their bandwidth with their current responsibilities and daily activities. This leaves you with a critical decision regarding how to ramp up the new sales hires. That’s the good news.

Outsourcing Services 117

Outsourcing Services Hiring Training Harvest 117

Pipeliner

JANUARY 24, 2025

As a sales leader for a cruise line, you’re no stranger to the thrill of mapping uncharted waters. In this comprehensive blog post, we’ll delve into the particular challenges facing sales leaders at cruise lines and provide actionable advice and insights for fueling sales growth and revenue.

Industry 90

Industry Travel Consumer Trends 90

Sales and Marketing Management

OCTOBER 14, 2020

You can do online training and set them up with communication and conferencing capabilities. To create such a work environment, you may need to adjust your policies and processes with the following considerations: While most employees are honest and self-motivated, you’ll still need to pay close attention to how you incentivize productivity.

Face-to-face 218

Face-to-face Policies Call-back Incentive 218

The Pipeline

AUGUST 21, 2017

While we can talk about the style of leadership, I think most agree that one of the primary mandates of a sales leader, is to ensure that they equip their team with the best resources; be that IT resources or human resources. As you can see from the infographic below, adding women to your sales team is a no-brainer.

Fashion 205

Fashion Quota Policies Commission 205

MTD Sales Training

OCTOBER 4, 2017

So, when you are planning your approach to sales, it makes total sense to determine the strategies you are going to use to make it successful. But what exactly is a ‘sales strategy’? A sales strategy outlines the goals you will achieve and how you will go about qualifying prospects, overcome objectives and gain commitment.

Strategy 169

Strategy How To Face-to-face Transportation 169

MTD Sales Training

OCTOBER 16, 2017

If the need for the commission and sale is greater than your desire to help the buyer then this will show. Company policy states they need to get quotes from 3 different vendors. If you remember nothing about it at all and your mind goes blank then just approach your sales interactions like a doctor would in meeting with a patient.

Consultative Selling 203

Consultative Selling Comparison Policies Commission 203

SBI Growth

SEPTEMBER 6, 2012

Steve describes the situation when he arrived: “The state of business was flat with same store sales declining and acquisitions keeping the operating line flat. Our margin increases were coming from cost cuts and vendor renegotiations rather than increased sales.”. Delivering customer satisfaction drives policy retention for carriers.

Hiring 297

Hiring Penetration Demand Generation Targets Incentive 297

Awarathon

APRIL 10, 2025

But with changing borrower expectations, regulatory scrutiny, and fierce competition, even experienced sales reps struggle to consistently close deals. Thats where AI in sales for NBFC teams is making a difference. Lack of Real-Time Feedback Sales managers often discover skill gaps only after a deal is lost or a call goes wrong.

Closing 52

Closing Ideal Customer Profile Hiring Banking 52

Sales and Marketing Management

FEBRUARY 13, 2020

Author: Andrea Grodnitzky The sales professional has the job of encouraging the customer to become comfortable with the idea of committing to a product or a service. This elevated anxiety likely stems from geopolitical concerns reflected in the Global Economic Policy Uncertainty Index , which reached its highest-recorded point this year.

Influencer 262

Influencer Journal Lead Rank Decision Maker 262

Hubspot Sales

OCTOBER 17, 2024

It’s a classic sales tactic. Maybe you’ve done this yourself (there’s no shame in the sales rep game, though). Telephone Protection Consumer Act (TPCA) The Telemarketing Sales Rule (TSR) Explained Best Practices for Cold Calling in Non-U.S. You may hate it. It’s often classified as a little annoying. That’s right, people.

Cold Calling 104

Cold Calling Telemarketing B2C Guidelines 104

Hubspot Sales

OCTOBER 13, 2020

Do you have a new class of sales development reps starting soon? If so, you're probably thinking about how to train them and conduct effective coaching. While it might seem like a hassle to spend a lot of time on training, it's crucial to prioritize. That's why training is so important for your sales team.

Hubspot 126

Hubspot Training Hiring How To 126

Mr. Inside Sales

MARCH 19, 2022

If you manage an inside sales team, or if you’re an individual producer, then I’m sure you’d love to learn of an easy way to double your sales this year. As an individual producer, think about what doubling your sales this year would mean for you and your family. And that will lead to doubling your sales. Strange indeed.

Hiring 156

Hiring Face-to-face Inside Sales Gatekeeper 156

Awarathon

OCTOBER 28, 2024

To address these challenges, insurers are turning to generative AI in insurance to enhance sales training and streamline efforts. Key Benefits of Generative AI in Insurance Sales Enhanced Sales Training Generative AI simulates real-life insurance sales scenarios, allowing agents to practice pitches and objection-handling techniques.

Insurance 52

Insurance Insurance Penetration Hiring 52

Highspot

MARCH 31, 2025

As an insurance sales leader, you’re caught in a constant balancing act. Even the best sales materials dont help if your agents cant find themor worse, if they rely on outdated content. Your agents can ask natural questions like “What are the coverage options for our term life policies?” Sound familiar?

Insurance 52

Insurance Insurance Government Policies 52