Client Recovery

Sometimes customer relationships become damaged. What to do? Client recovery takes time, skill, and heart to get the relationship back on track and to win back trust. When credibility is…

Financial manager, realtor or insurer consulting clients, interviewing interracial couple in office. Happy smiling black wife and caucasian husband taking loan, mortgage, purchasing real estate

Be a Closer

We have all heard “He/she is a closer.” There are salespeople who are really good at closing and others who find it much more difficult to close. In the current…

Questions to Help You Close

Knowing all you can about the client’s decision process can give you an edge in winning the business. Most clients expect to be asked about decision criteria and most salespeople…

question mark on a sticky note against grained wood

CRMs

Many salespeople resist using their CRMs (Customer Relationship Management systems).  When asked why, their reasons vary from no time, no value to them, tool for management to evaluate and track…