My previous blog analyzed how technology and the right team can improve your sales enablement program. This blog explores the benefits that data can bring to your sales enablement program. In addition to the technology and having the right teams involved, data – where and how it is sourced, stored, stewarded, refreshed, and enriched – […]
Nimish Puri
Nimish Puri is a senior project manager in the financial services practice with experience in leading teams to plan, analyze, implement, and manage strategic cross-discipline initiatives for technology enablement, process improvement, and business transformation. With domain expertise in investment management, wealth management, and data management, he works with clients to conduct strategic analysis and manage programs and projects.
Blogs from this Author
Success Criteria for an Effective Sales Enablement Program
Previously, I discussed the role of sales enablement in investment management. This blog analyzes how technology and the right team can improve your sales enablement program. For a sales enablement program to be successful at its launch and continue to be effective over time, it has to have the right mix of technology tools, and […]
The Role of Sales Enablement in Investment Management
Forrester Research defines sales enablement as “A strategic, ongoing process that equips all client-facing employees with the ability to consistently and systematically have a valuable conversation with the right set of customer stakeholders at each stage of the customer’s problem-solving life cycle to optimize the return of investment of the selling system.” Sales enablement is […]
[Guide] Developing a Thriving Investment Management Sales Enablement Program
In an increasingly virtual and complex business environment, traditional selling and sales management methods at investment management firms don’t cut it anymore. In particular, firms face many challenges, including inaccurate or insufficient contact management data, an incomplete view of sales and transaction data, limited mobile-enabled solutions, and a lack of complete information available for analysis. […]