Sales Articles - Page 2 of 4 - Perficient Blogs
Blog

Posts Tagged ‘Sales’

  • Topics
  • Industries
  • Partners

Explore

Topics

Industries

Partners

[Guide] 6 Ways To Mitigate Risk In Cross-Selling For Financial Services

Disciplinary actions. Government fines. Victim restitution. There is no shortage of regulatory compliance issues hitting the headlines these days. In recent years, however, it is news of aggressive sales tactics that has had the general public and several regulatory bodies that oversee financial institutions very concerned. Most financial institutions have critical cross-selling initiatives that encourage […]

Read more

Visual Indicators, an Eye-Catching Approach to Viewing Data

Skimming data (emails, records and documents) is a habit most busy people have in the daily lives.  With time being at a premium, many tend to move quickly over pages or records in an effort to gleam to the actionable components quickly.  Depending on your role as a Salesforce user, a good part of your […]

Read more

Leveraging Regular Risk Control Self-Assessment (RCSA) Programs

A regular risk control self-assessment, commonly referred to as RCSA, is a process of identifying and assessing operational risks to ensure the appropriate controls and oversight are in place so that business objectives can be met. It provides the ability to monitor the gaps and what is being done to close them. RCSAs can lead […]

Read more

Top 5 Enhancements to Maximize Sales Cloud Support Contracts

At the end of a successful deployment or when a Salesforce org has been up and running for a while, clients often find it useful to dedicate a certain number of hours toward general or function-specific support. These support hours can be used on an “as needed” basis for questions and org enhancements. We typically […]

Read more

How Internal & Independent Audits Help Reduce Risk In Banking And Insurance

Routine internal and independent audits can provide insight into sales trends and unusual activity, ensure that the right risk management checks are in place, and provide an opportunity for process improvement. Internal teams can be comprised of individuals from various committees in the company, such as regulatory and compliance, corporate responsibility, employee relations, human resources, […]

Read more

Why Training Matters When It Comes To Selling In Financial Services

Properly trained employees can help keep companies regulatory-compliant, increase sales, and gain the trust of customers and prospects. Financial services companies should have established standard operating procedures and training materials for all levels of employees, with oversight by managers. These training materials should stress the importance of ethical practices and provide employees with clear details […]

Read more

Mitigating Risk During Customer Onboarding In Financial Services

Customer onboarding is one of the most important and scrutinized processes in financial services. Companies continuously refine their processes in an attempt to make customer acquisition more effective. How can they enroll customers fast enough to avoid application abandonment, while having enough safety measures in place to minimize potential risk? Enhanced new account opening processes […]

Read more

3-Part Process To Reduce Risk When Cross-Selling In Financial Services

While modifying sales goals can be a good place to start, artificial intelligence and intelligent machines (along with a comprehensive process) can be leveraged to analyze data and identify patterns. Aside from knowing the real identity of customers, companies are obligated to ensure that their customers have willingly opted to do business with them through […]

Read more

What To Make Of Sales Goals And Incentives In Banking And Insurance

Most successful cross-selling programs have incentives in place that reward employees for selling additional products and services to existing clients. While financial incentives are often indispensable in certain parts of the industry, and there is nothing wrong with such programs at their core, they do open the door to unethical behavior that can have unfortunate […]

Read more

The Importance Of Cross-Selling In Banking And Insurance

Let’s talk about what cross-selling is, in the simplest of terms. It is well known in the financial services industry that customers who sign up for multiple products and services are typically more loyal and, therefore, can bring organizations more revenue in the long run. These deeper relationships are what make cross-selling financial products so […]

Read more

4 Ways A.I. Powers Productivity for Sales Cloud Users

Last year, I attended my first Dreamforce—a spectacular conference that brings thousands of people within the Salesforce ecosystem to San Francisco each year. In between the epic events and action-packed sessions, it was the introduction of Einstein in the main keynote that kept me wondering how artificial intelligence will influence CRM. From speech recognition to […]

Read more

Perficient Beefs Up Financial Services Through Acquisition

We’re only a couple days into the new year and are already making smart moves that further position our company as a leader in numerous industries, including financial services. Today, Perficient announced the acquisition of RAS & Associates, a Denver-based operations and management consulting firm focused on partnering with organizations to find the “how.” With […]

Read more

Top 5 Life Sciences Blog Posts From October 2016

Now that November is here, I thought it would be neat to look back at what our readers found most interesting last month. Below are the top five blog posts Perficient’s life sciences practice wrote in October – they’re ranked in order of popularity, with number one being the most viewed piece. Pharma Reps Continue To Struggle […]

Read more

A CRM Deployment or “Moving Checklist” for Migrations

Every Salesforce implementation has its zenith in deploying the final solution and going live. This may include multiple phases or steps, people and technologies to be successful. When planning your next CRM deployment, take a page out of a recent house move when thinking about the essential steps. House moves are similarly complex. There are often a […]

Read more

Pharma Reps Continue To Struggle To Get Face Time With Physicians

A new study found that pharmaceutical sales reps are finding it more difficult to meet with physicians in person. Compared to 2008, when nearly 80% of physicians agreed to meet with most reps, now: 44% of physicians are “accessible,” meaning they meet with more than 70% of sales reps who pursue them 38% of physicians […]

Read more

Eliminating Technical Debt: Cleaning Out Old Orgs for New Growth

Tempted to “start fresh” in a nice new clean org? While this is sometimes the best option, the true impact on users, and challenges of data migration and replicating existing functionality that should be retained are all underestimated. At a Dreamforce 2016 session, Heather Schreiber of AON, the world’s largest insurance broker, described their experience […]

Read more

The Future of Work According to Salesforce & Google Cloud – #DF16

Salesforce and Google are working to “assist” us a work. Tom Holman from Google, Daniel Chang and Sriram Iyer from Salesforce, and Greg Malpass from Traction on Demand presented a session on the topic at Dreamforce 2016. Tom is the product manager for Google G Suite, which Google just announced, but really is a rebranding and […]

Read more

Wave App for Service – #DF16

I had the opportunity to attend the Intro to Wave for Service session yesterday and left feeling inspired! Veracore spoke alongside Salesforce to share their own success story using Wave for Service. Working with their partner, they were able to consolidate 400 reports (I repeat, 400 reports!) into a single dashboard within Wave. If that doesn’t […]

Read more

Driving Sales with IoT Cloud – #DF16

The Wednesday morning IoT session “Driving Sales with IoT Cloud: Turn Every Connected Device Into a Sales Machine”, was interesting. Here is my rundown of the high points and key takeaways. The connectivity revolution offers a massive opportunity to disrupt. A traditional “Products Only” mindset and strategy can have limited growth potential and can be […]

Read more

Protecting You And Your Clients Through Technology And Strategy

Every industry experiences cybercrime, but probably none more than financial services, at an average annualized cost of $13.5 million. If you look at the Breach Level Index, you will notice that some type of security breach occurs at financial institutions almost daily. These breaches can involve anywhere from a handful of records to tens of […]

Read more

Subscribe to the Weekly Blog Digest:

Sign Up