Sales Training
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ESG: Latest McKinsey Report
Herewith another great piece of market content from Mckinsey on ESG. https://www.mckinsey.com/business-functions/sustainability/our-insights/the-esg-premium-new-perspectives-on-value-and-performance The focus on ESG – In a new McKinsey & Company survey, executives
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Pre-Sales Process
The process for requesting work by the Pre-Sales team is below: Once you’ve identified what needs to be done, please email Julie and Kevin and
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Salesloft Training
Here’s the recording for those who missed it: https://web.microsoftstream.com/video/ec69a5e2-a580-477a-96fe-839d9b03de54
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Initial Discovery Questions: Client Reporting
Question Context What types of content does your team produce? The client reporting team will usually be responsible for client specific content, but potentially also
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Cold Calling Basics
Cold Calling What is Cold Calling? An unsolicited call to a prospective buyer to sell one’s goods or services Lead Generation – Marketing and sales
Initial Discovery Questions – Marketing, Website
When running an initial discovery with a marketing team member, these questions will help you to uncover pain within the marketing team as it relates
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Legal Documents & Process
Best Practices All documents should be started using a fresh template! A Mutual NDA is required if the customer is going to share data files
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Lead Assignment Process
Before a lead is passed to a salesperson it is reviewed by a sales manager (Chris) and sales opps is copied. Louise will allocate to
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Cold Call Role Play 2
Team – looking forward to our second session tomorrow. We will keep the same scenarios, with the pretense that Pat and I will be more
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Cold Call Role Play 1
Scenario 1: Name: Michael Scott Title: VP Digital Company: First Eagle Investment Management https://www.feim.com/ Scenario 2: Name: Betsy Kardash Title: Head of Client Reporting Company: First
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Deloitte Asset Management Survey
Well worth a read for you all. You will see the more strategic trends in the industry, many of which our brand and market posture
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Customer References & Logos
Below is a list of Customers and whether or not we can reference them and use their logos in marketing or other materials, along with
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ESG Focus – The relevance to our Real growth.Realized. Brand launch and Solution
From Leeya: I thought I would share the below content on ESG as we are looking to include a one slider in our EBR updates
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ESG: The Key Players
ESG investments are key for our customers in the coming years. Here is a brief run down of the main players in the ESG ecosystem
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Sales Training 101: Curriculum
They key to selling Kurtosys is a complete understanding of our product, industry, value proposition, and our sales process. This curriculum provides a structure for
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Descriptions of Share Class Types
Shares of the same fund offer different shareholder rights and obligations, such as different fee and load charges. Common share classes are A (front-end load),