9 Ways a Banking CRM can Enable Digital Transformation

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  Way back in 2000 B.C, banking originated when merchants began loaning grains to farmers, in return for deposits. Since then, banking has evolved into an integral part of civilization, across geographies and cultures. Modern day banking, however, has realized that banking is not just about money transactions anymore. Today, with many money handling and payment technologies, the way people…

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Prospecting Tips: Convert Cold Leads to Warm Prospects

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  One of my colleagues constantly receives those no-value, clueless “just checking-in” kind of messages from a random salesperson he doesn’t even know. Naturally, he never answers them. Instead, he sends them over to our sales team and we discuss the approach was not good. Do you know what conclusions we always come to? Nobody is willing to waste their…

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CRM vs ERP: Why You Need Both for Higher Education? [Infographic]

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Universities and other higher education institutions today have the daunting task of targeting the most connected generation – millennials, and post-millennials. This modern student is savvier, constantly online in one form or other, always restless, and highly skeptical. This means, the challenge for higher education admissions teams has amplified 10-times over. They still need to select the right students from…

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5 Smart Questions to Ask Your New B2B Sales Lead

b2b sales leads

When new inbound B2B sales leads contact your company for the first time, what happens? Do you… A: start trying to sell to them right away? Or… B: Unceremoniously transfer their phone call directly to the sales team or put them on a list of names for later follow-up (even if a few names sometimes fall through the cracks)? Or……

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SaaS Sales: Two Ways You Can Become an Expert

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Originally published on the Exotel blog. I joined Exotel from a sales outsourcing company. Oh, yes, it is a real thing. I worked for companies that outsourced their leads to us. We had to talk to their customers and sell the product/service. However, in my new company, it was like a whole new world for me. I felt like I…

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Achieve Sales Optimization Using Marketing Automation

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The world is moving faster than ever, and with the advent of new technologies, it’s only going to get faster each day. Top companies are achieving sales optimization through automation and embracing themselves for better returns and efficiency. It helps that they get happier customers and employees as an add-on. The whole idea of automation is to let it take…

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9 Rules to Make the Perfect Sales Call

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Originally published on the Exotel blog. Zara was the latest addition to our sales team at Exotel. Straight out of college, confident, smart and all set to conquer the world. Her attitude is what let us know that she was right for the job. She spent 3 days with the product and the sales team and boy, was she thorough!…

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9 Growth Hacks for E-commerce Businesses: Webinar Recording

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We can all agree that E-commerce is big! What with the successes of mass aggregrators like Amazon and Flipkart, as well as e-commerce platforms that cater to niches such as Nykaa, BigBasket and Zivame, the shopping experience has totally changed. Newer businesses are jumping on the bandwagon, and even old established businesses now have an option to buy online. But, are…

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How Lead Qualification Helped Us Align Sales and Marketing

Lead Qualification

Does this ever happen between your sales and marketing teams? Marketers spend a lot of time, effort and money to create compelling campaigns, optimize them to generate leads, set auto-responders and alerts to connect with them promptly, before finally delivering the leads to the sales team. Many sales people do not even know these terms, but they very well know their targets and…

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Lead Management System – One Size Does Not Fit All [Infographic]

Lead Management System

On the surface, lead management system sounds like a fairly simple and universal term – A system which manages your leads. I tried to go a step deeper and spoke to a few users (business owners, sales people and marketers from different industries and business sizes), and wasn’t really surprised at what I found. Every single business uses (interprets) their lead management system differently,…

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