Working with Redtail Technology has been a such a great experience and we have appreciated how hard their team has worked to help announce the integration of Redtail Technology CRM and Voice2insight. A huge thank you to Susan Webb for making this flyer and to the rest of the team for adding us in the May Newsletter!
If you want to check out their May Newsletter go here.
We are so excited to announce our new partnership with Redtail Technology CRM!
We want to help Financial Advisors, because we understand the importance of documenting data accurately and the fact that people have less time to do it. We found that, according to Financial Planning Magazine, Redtail is the number one CRM software that Financial Advisors choose to use. We can tell already from working with Redtail that they care about helping their customers achieve optimum usage in a quick and easy manner. We also believe that reporting your data should also be quick and stress free. That is why we knew that by teaming up with Redtail we would be the ultimate duo for Financial Advisors!
Starting today, all Redtail Technology CRM users are able to go on to Voice2insight’s page and sign up for a 15 day FREE trial! We are confident that you will see amazing results and won’t have to worry about spending your spare time on administrative tasks. We know your time is a priority and that is why we make it our priority to help you use your time as effectively as possible!
Currently, some of our most loyal customers are our financial advisors because they understand the importance of documenting every client meeting and using the information to be compliant. According to the article Compliance – Advisory Firms and Recordkeeping, 29% of all compliance violations are related to record keeping. At the recent 2012 Laserfiche & Junxure Compliance Roadshow, Greg Friedman, Junxure President, Tim Welsh, Senior Laserfiche Consultant, and Tom Giachetti, renowned compliance attorney, shared three tips on how advisors can overcome the constantly evolving compliance regulations as they apply to recordkeeping. The three tips are: a CRM solution is key, advisors must stay up to date, and integrate with document management tools.
A CRM solution is key: According to Greg Friedman “A CRM should be the nerve center of an advisor’s practice. Advisors should feel confident that they can quickly and easily gather any requested information from regulatory examinations and audits.” A CRM solution is an important tool that all businesses should use and like Friedman stated, it is the nerve center (the control center of an organization or operation) which is the most important aspect of an advisor’s practice.
Advisors must stay up to date: It is the most important thing for businesses to stay up to date with all things involving their business choices. However, it is even more important as a financial advisor to stay up to date with all things that involve someone else’s finances. The best way for advisors to do that is to use a CRM. It is the best way for advisors to be able to look back and see exactly what was talked about.
Integrate with document management tools: Tim Welsh said, “by integrating CRM with document management, advisors can gain efficiencies not only in their day to day activities, but also meet compliance requirements.” This will allow all important and pertinent documents to be at hand and in one place.
Voice2insight is a great tool that can be used to help the 29% of compliance violations. Voice2insight is also a great tool to help advisors streamline their processes and to make documentation and compliancy easier. It is as simple as updating CRM with a phone call. Advisors are able to use their CRM to its fullest potential and stay up to date on all information by using our voice documentation tool!!
At some time or another all sales reps have fallen victim to using the phrase, “touching base”. For some it has worked, but for most it has been the kiss of death. Even though this phrase can kill a deal, it’s hard to be able to convey your desire to follow up or touch base without actually using those words.
Good thing we came across this article, 3 Sales Follow-up Strategies to Replace “Touching Base”, from Jill Konrath, an internationally recognized sales strategist. The 3 strategies are: Re-emphasize the business value, share ideas and insights and continue to educate. With New Year resolutions in full swing, it’s a good idea to try new things that will help improve your sales.
Re-emphasize the business value: People want to know that they are getting their money’s worth when purchasing a product. Jill’s main point is that, as a sales rep, it is a good idea to reiterate the impact your product can make and how your product can better their company. Here is an example email:
“Pat, in our previous conversation you mentioned how important it was to get going on this soon so you could realize the savings (eliminate redundancies, drive incremental growth) that you need by year end. Let’s set up time to talk so we can get you moving forward.”
Share ideas and insight: Jill points out that companies want someone who is constantly thinking of ways to improve their business. It is important to continue growing and coming up with new products, or plans to improve. Companies like to see that you are willing to grow and change with technology. For example:
“Pat, I’ve been thinking more about how we can help you increase sales (reduce costs, speed up productivity). I thought you might be interested in what we did with XYZ organization when they were dealing with the same challenge. Do you have a few minutes for a quick conversation?”
Continue to educate: Sometimes prospective customers are unsure about whether or not to purchase your product. It’s not a good idea to keep them guessing. If they have questions make sure you allow them to continue searching for more information. Of all the examples that Jill gives, this one is her best:
“Pat, I know it’s a big decision to change from the status quo. That’s why I thought you might be interested in this article (ROI calculator, case study, webinar, eBook) on (relevant topic). Let’s set up a time to talk through your questions.”
Let the customer know that you are truly thinking about their questions and you want to help educate in anyway. What a great idea to send articles, case study or eBooks to help educate them. Don’t forget that you are doing more than just “Touching Base” you are trying to help their company grow.
With the start of the New Year come New Year resolutions. Everyone is really excited and gung- ho for the first few weeks or maybe the first few months. But come February, the dieting has been long gone, those gym passes are just cool key chains and getting those extra sales each week seem like lost causes.
Not much can be done about the dieting and exercise, besides remembering you want to look like the last person on the cover of People Magazine announced as the hottest person of 2012. But, what if something could be done to keep you going and excited about getting those extra sales?!
Voice2insight is the perfect tool for helping to increase your sales. How? It’s actually very simple. All it takes is a simple phone call! That call can replace hours of administrative work giving the opportunity to sell and make more money. According to an infographic put out by Domo, the average sales rep spends 19% of their time working on administrative tasks and meetings and only 41% on selling. We are able to eliminate the majority of the time spent on administrative tasks which in return gives back some of that 19% and increases that 41% to well over 50%!
Start the New Year out right and see how easy it can be to keep your resolution. Try Voice2insight FREE for 15 days and after that if you don’t see results there is no obligation and you can end there. However, we feel extremely confident that you will receive the results that you were hoping for! We have a 5 star rating on the Salesforce Appexchange and many customers that can back up our confidence. In our opinion, and hopefully you will agree, it will be the best 50 dollars spent!
Do you need to be compliant and do you have critical documentation? If so, Voice2insight is the answer for you.
Voice2insight is a financial documentation tool is proved over 20 years with Fortune 1000 companies, as a simple, fast, but thorough means of recording critical information and saving it into databases for accurate, complete, and current legal documentation and recall.
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Getting in touch with your lead in the first 24 hours of contact is the most important 24 hours. If you are like the majority of companies, it takes an average of 44 hours before that first attempt at contacting.
Some of the benefits that companies who already use Marketing Automation have seen:
Back in July we said that BIG things were coming from Voice2insight. We have been sharing some of those things with you; however, we are most excited about our MARKETING AUTOMATION!
Here’s how it works: Call in to V2i, tell us the contact that you want nurtured and we will send them emails and remind you to follow up with them. This in return could give you a 400% conversion rate!
Here is a list of some of the things that will be included:
We are excited to help all companies big, medium or small with lead nurturing. Our team of amazing sales people have put together 4 campaigns for each stage in the sales process; new lead, hot lead, nurture lead and new customer. With these campaigns we hope to show you how vital it is for marketing automation to be a part of your sales process.
All of that isn’t even the best part, when you sign up for Voice2insight, the Marketing Automation comes FREE! Now that is a great deal!!
Sign up today for your 15 day FREE trial!
It seems as though the concept of Customer Relationship Management (CRM) has all but been forgotten, especially the purpose of the CRM… the Customer. However, according to CRM Magazine article Customer Experience Finally…and One Again – this “novel” concept is nothing new at all, the purpose of CRM is coming back. Businesses are again realizing the importance of the customer and making the experience for the customer a better one. Some companies, especially in this economy, may feel they do not have the money or resources to make the customers experience a memorable one. It’s not about the money necessarily as it is about how you treat your customers. “You don’t have to have the luxury; you just have to feel luxurious.” The article states that the number one way of helping your customers have a luxurious experience is by doing everything you can to make your product the easiest thing they will ever buy/use/fix/upgrade.
Here are four steps that Fridgefilters.com uses to get their customers to come back:
The CRM movement has never gotten past the IT technicalities, the buildings full of IT people, the money dedicated to automation, the “clouds,” and the high tech hype of the software and hardware programs themselves. What should have always been about the customer experience – has NEVER – sadly enough – been about the customer experience. It’s always been about the IT companies and making money. With these four steps, that can change. It’s not hard to use these exact steps for any product whether that is fridge filters or a new pair of shoes. The point is to make the customer feel like their experience with you cannot be beat.
Friday’s can feel long and draining while trying to focus on work but really wanting it to be the weekend. This made my day, hopefully it does the same for you. Enjoy!!
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Fall is almost here, which means summer is coming to an end. We must wait another year before we can go to the beach and soak up the sun, or go camping in the mountains while roasting hot dogs and marshmallows. That also means that it’s back to work we go. Knowing that we won’t have a break until Thanksgiving can be a buzz kill. What a better way to kick start the rest of the year than to give Voice2insight a try!
Never before have we done a 15 day free trial but we wanted to help you out because we understand that it can be hard to buy when you have some questions. Voice2insight is a great way to increase your sales, become more productive, and save time. How you might ask? Well, instead of being stuck inside all day catching up on the reporting you may have let grow over the summer, call Voice2insight and leave a 5 minute phone call and then go out and sell. Using Remote Access, we will update all the information you left us and sync it into your CRM. If you want, we will also save the sound file for you using free mobile apps. In no time, you will be on your way to selling more!
Start Fall off right. Don’t let the decreasing temperatures, and long gone beach days get you in a rut. Try Voice2insight today and see how it will change the way you work. We know that you will love it!!