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:

Debt Collections Skills (By Phone)

Cash flow is an important aspect of any business. This programme will focus on implementing and actioning the recovery of outstanding debts/accounts owing to your business. It will provide those staff responsible for this task with the appropriate knowledge and skills so that they can be more proactive and effective in collection activities.

 
This programme is ideal for
Collection agents, anyone who has issued an invoice on behalf on their employer, anybody who is owed money from a customer who has not paid within agreed trading terms
 
Programme deliverables
After attending this programme participants will
Improve your cash flow 
Reduce your level of arrears and bad debts 
Increase their level of collections activity on the phone
Increase direct debit conversions 
Improve the quality of your data 
Maintain customer service reputation
 
Content
 
Collection Essentials
Credit Policies/Procedures
Business Rules and Guidelines.
Invoicing essentials
Phone or write?
 
The Strategies
Knowing what questions to ask
Spotting the problem areas
Resolving disputes amicably
Getting everyone in your business to take ownership
 
The Telephone Call
Developing a telephone voice 
Refining listening skills 
Avoiding communication gaffes 
Managing the emotional side 
Preparing the pre-call plan 
Making the opening statement 
Asking questions with precision 
Making the transition to the payment arrangement 
Handling objections 
Closing the call 
 
Additional information
Recording equipment will be used for simulation and feedback
•       A workbook will support the programme