Sales Training
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
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
Salesloft Training
Here’s the recording for those who missed it: https://web.microsoftstream.com/video/ec69a5e2-a580-477a-96fe-839d9b03de54
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
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
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
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
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
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
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
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
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
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
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
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),