KIVA Blog Archive October 2014

10/31/2014 3:30 (comments: 0)

So you generate a bunch of leads and referrals, what then?

Over the past 20 years, most successful financial services organizations have invested in the concept of developing a sales culture. Certainly training and hiring practices have played key roles in executing this strategy, but now technology needs to move the game to a new level. Automation of the sales process to date has focused largely on “next best product”, sales & incentive plan administration, reporting and new account fulfillment. Lots of success then what?