COVID-19

How to get ahead of FAQs surrounding the second stimulus packages A $900 billion economic relief package was signed on December 27, 2020. This package includes a second round of stimulus payments making its way to Americans immediately and hitting bank accounts via direct deposits as early as December 29th, according to the IRS.   Here’s what credit unions and banks need to know to handle the […]

For many of us, bank and credit union conferences allow the opportunity to step outside of our day-to-day norm and enter into a real-life showcase and lively conversation with like-minded banking professionals, industry leaders, and cutting-edge solution providers. This year, however, has proven to be a bit different. Just as the 2020 bank and credit […]

A recap of the recent webinar – 3 Opportunities the COVID-19 Crisis Uncovers for Improving Bank Operations. The impact of the Coronavirus crisis has been profound; on our personal lives, to our businesses and the economy. Bank and credit union leaders have had to make tough decisions to quickly adapt their strategies, physical branches, and […]

As individuals and businesses face new financial challenges amid the Coronavirus pandemic, there has been an outpouring of questions from the consumer and business banking community. The need for banks and credit unions to step up and provide digital support is greater than ever. With that, the very core of how people bank in the […]

A recap of the March 31st webinar – How to Provide the Best Digital Support as Banking Customers Shift to Digital Amid COVID-19. The effect of COVID-19 on banking has been significant. Almost overnight, banking customers were forced to switch to digital banking. The impact was significant. Banks and credit unions were forced to direct […]

As the events of the last few weeks unfold, there is no questioning it  — we have found ourselves in an unprecedented situation – locally, nationally, and globally. The changing tide of the COVID-19 pandemic has set forth widespread economic, health, financial, and lifestyle changes, and it seems that no business, industry or sector remains […]

B2B sales managers are tasked with substantial responsibility. While the specific duties of a sales manager may vary based on factors such as the size of the company, the size of the sales organization, budget, and other variables, sales managers handle a spectrum of duties ranging from direct sales rep management to territory planning, crafting […]

Managing B2B sales teams is one of the most challenging professional roles for leaders. The most successful sales managers aren’t just managers—they’re impactful, transformational leaders with the skills, experience and charisma to transform ordinary sales reps into highly effective, results-oriented, enthusiastic sales pros. From hiring the right team members to complement your existing team’s strengths […]

Calling. Chasing. Waiting. If you’ve spent any time at all working in B2B sales, you know how frustrating it can be trying to track down potential customers. This infographic describes the costs—in terms of both time and lost business—that sales teams experience as they try to connect with prospects via an increasingly annoying exchange of voicemail […]

Setting up automatic color-coding of appointments in your Outlook calendar as they come in is a great way to stay organized and get a quick, visual understanding of what your day will consist of. When you set up activities in Engageware Workgroup or Professional Edition and assign a color to each one, you’ll have a much better grasp of […]