Sales Challenges & Frustrations—and How to End Them [Infographic]
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 […]
10 Proven Tips on Writing and Managing Bank & Credit Union Policies and Procedures
Proper knowledge management is essential for banks and credit unions to thrive, their “knowledge” consists of policies, procedures, product information, documents, and more. The policy and procedure manual is often the lifeblood of a bank or credit union’s customer service team. Too often, however, this manual is written in a way that makes it difficult […]
State of Retail 2017 [Infographic]
In our third-annual State of Retail survey, Engageware asked consumers what they like—and don’t like—about shopping in stores. As in prior surveys, the popularity of in-store shopping remains strong, with 84 percent of respondents indicating they would do as much, if not more, of their total non-grocery shopping in stores this year. The main reason for […]
Top 50 Sales Management Tools on the Salesforce AppExchange
When it comes to sales software and CRM platforms, Salesforce is the undisputed leader. That’s why organizations and sales managers look to the Salesforce AppExchange when they need tools to help their sales teams increase their productivity and performance. The only problem is the AppExchange is growing larger every day, and executives and sales managers don’t have […]
Customer Engagement as a Differentiator
Getting the attention of consumers and, more importantly, keeping them engaged is challenging. Unfortunately, consumers have grown accustomed to not being engaged because poor experiences when interacting with brands are typically the norm, whether it’s inconsistent information across channels, the wrong offer at the wrong time, or lack of product availability. While this represents a […]
Consumers Still Like to Shop in Stores—if They Receive a More Personalized Customer Experience
Key Findings from the Engageware State of Retail 2017 Survey Report Consumers said they plan to shop in stores in 2017 as much (70 percent) if not more (14 percent) than they did last year, according to the new Engageware State of Retail 2017 survey report. But that figure is down 8 percentage points from […]
More Proof of the Value of Personalization in Banking
The Financial Brand published an interesting article this week titled “5 Major Emerging Trends in Retail Banking.” All of the points—from how consumers share data with their banks to which channels people use for online banking—were interesting. But the one that stood out to me was #4: “People Still Want That Personal Touch.” Since you’re […]
NRF BIG Show Draws Crowds for Retail Conversations
Once again, the world of retail has taken over the Javits Center in New York City for the annual NRF BIG Show. Engageware is there, of course, ready to demonstrate our unique approach to appointment-driven personalization. You’ll find us—with a crowd—in booth #2235. As the team here was preparing for the show, I started thinking […]
How Retailers Can Put Some “Happy” into Many Returns
Let me be the first to wish you a Happy National Returns Day (it’s coming up on Thursday, Jan. 5—hope you’re ready). According to a recent article from Forbes written by customer service and experience expert Shep Hyken, this Thursday is expected to be the biggest day for consumers to return unwanted holiday gifts. UPS says […]
Financial Advisors Can Use Engageware to Satisfy New DOL Requirements Ruling on Financial Advisors—and Improve Client Relationships
A new Department of Labor (DOL) Fiduciary Rule goes into effect April 10, 2017 that will have a major impact on financial advisors, including wealth managers, brokers/dealers, and asset managers. There are rumblings that the incoming Trump administration or the Republican-controlled Congress could roll back or delay this new DOL ruling on financial advisors. However, […]
10 Ways to Use Email and Online Appointment Scheduling to Turn Prospects into Customers
Everyone loves a good list, right? I’m going to assume you said “yes,” and dive right in. This is a list for sales professionals of 10 proven ways to shorten the distance from lead to sale by using online appointment scheduling. Since you’re reading this on the Engageware website, you shouldn’t be surprised to learn […]
Tips for a Smarter Black Friday
It’s that festive time of year once again. A time for families to gather for Thanksgiving dinner, followed by rich desserts, conversation, watching football and… at least some members of the clan racing away from the table to get in line for Black Friday sales. Ah, tradition. With some retailers opening Thanksgiving night and others […]