Evolve Blog

Jul 2009

Financial Services Special Report: Is your brokerage built for success or failure?

“Good times shield us from the truth about the limitations of our sales organisation. However when the financial services marketplace gets tougher those limitations can threaten your brokerages very survival” so says David Malone, Executive Director of Evolve Consultants.

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Jul 2009

I know what you did last summer!

I know what you did last summer. In fact, I know what the majority of sales professionals have been doing every summer for the last five or six years. What am I talking about? The great corporate Ireland summer wind down. Quarter three is an odd time for doing business in Ireland. 

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Training Programmes - Selling Suite

List of Programmes:

Account Management (by Telephone)

This account management builds on existing sales skills to provide the business acumen and relationship building skills required to successfully develop and manage client  accounts.
 
Programme ideal for
Experienced sales and customer service professionals who are responsible for managing important accounts. Business development managers who are responsible for building long-term business through their sales teams would also benefit.
 
Programme deliverables
After attending this course, participants will have the ability to:
Manage their accounts in a way that produces mutually beneficial results
Understand customers’ decision-making process 
Protect their accounts from competitors 
Optimise the full business potential from each account 
Build and develop account management strategies and plans hat produce real business growth 
 
Programme content:
 
The principles of Account Management

Understanding your customer base

How to profile your accounts

Establishing account potential
Categorising and prioritising your customer base

Setting objectives for success
 
The Account Management Role

Taking responsibility for the account

Spotting opportunities for you and your client

Networking within the account
 
Managing Personalities

Understanding company culture

Understanding the customers’ priorities

Identifying power, influence and the decision making process within the account

Handling difficult personalities
 
Account Management - Strategy & Planning
Identify your competitive advantages

Analysing the competitors from your customers’ perspective

Running a quarterly account management review

Develop an effective action plan for each account.
 
Additional information
Programme content and duration can be tailored for account managers who work face to face or over the phone.

Workbook & handouts support programme