CRM

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• The Wealth Advisor: Pivotal for Growth in Wealth Management

  This white paper argues that Advisor Effectiveness Coaching (AEC) is a practical way to transition from product-push sales toward genuinely client-centric advice. Based on the GROW coaching model, it describes a structured programme spanning preparation, a senior-level kick-off, ongoing 1:1 and team coaching, and a “living phase” to sustain momentum. Team leaders serve as the key lever, acting as both coachee and coach to cascade change across the advisory organisation, while AI frees advisors for higher-value conversations. The paper concludes with a phased call to action – pilot, measure, and scale – with the goal of transforming advisors into trusted, augmented wealth partners.

  Banking & Financial Services•Urs Bolt•26 Mar 2026•18 minutes

  

• Data instead of cold calling - precision in sales thanks to technology

  Due to the high complexity in the sales process, one was always dependent on coincidences or luck in sales. It always took a large number of conversations and contacts before the first results became apparent. The result is a daily routine characterized by rejection and frustration. Today, however, there are more precise methods for acquiring new customers.

  Sales / After Sales•David Schneider•7 Jun 2023•13 minutes

  

• CRM and the 7 deadly sins when implementing CRM IT systems

  Based on various worldwide surveys conducted in recent years, approximately 50-70% of CRM projects resulted in losses, failure, or at best, no gain or improvement in organizational performance. With this article you will get a brief overview of the most serious mistakes in the implementation of a CRM IT system.

  CRM•Oliver Schulz•14 Nov 2022•5 minutes

  

• Lead generation is important for Inbound Marketing

  Traffic is not the only important metric when it comes to inbound marketing. Especially when over 80% of users quickly leave the site if they feel bothered by advertising. But, how can you do better?

  Marketing•Roman Swoboda•9 Mar 2021•6 minutes

  

• 4 reasons why personal instant messengers will conquer the enterprise world

  More and more employees are using their personal mobile number for business activities. Various instant messengers are already associated with the mobile number. Due to their simplicity and speed, these are becoming the universal communication tool for all personal and business issues, thus conquering companies. Already today, eMail has been largely displaced by instant messengers in some regions of the world.

  Sales / After Sales•releai•8 Feb 2021•5 minutes

  

• Successful Digital Sales Transformation - Digital Selling Programs

  How can you successfully transform and digitize sales? Andreas Umlauft gives tips and tricks on how to successfully introduce a digital selling program.

  Digital Marketing•DIGITAL BREAKFAST•30 Jan 2021•5 minutes

  

• Why customer loyalty is the key to success

  Customer loyalty is the long-term key to business success, because satisfied customers not only tend to buy services and products again, but also to recommend the company to others. Recommendation is ultimately another important consequence that restarts the cycle of satisfied customers. Modern CRM systems can help with complex data collection and can be ideally coupled with components of satisfaction recording. Keeping the customer satisfied is more important than ever and has positive side effects.

  CRM•Johannes Zinke•28 Jan 2021•8 minutes