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The Importance of Digital Experience in 2023

The Importance of Digital Experience in 2023

by Santiago Quiroga Medina | Sep 29, 2023 | Marketing, Revenue Operations, Sales

An excellent digital experience is more important for the financial services industry than ever before, especially for financial advisors and their traditional, face-to-face way of doing business. Nowadays, more than 70% of customers expect businesses to leverage...
5 More CRM Core Metrics Everyone Should Track

5 More CRM Core Metrics Everyone Should Track

by Santiago Quiroga Medina | Sep 28, 2023 | Marketing, Uncategorized

5 More Core Metrics Everyone Should Track in Their CRM Data is the lifeblood of sales, and knowing which data contributes most to your business growth is a great way to empower your team to generate more revenue. In a previous article, we discussed 5 CRM Core Metrics...
8 Fundamental Steps for Effective Sales Enablement

8 Fundamental Steps for Effective Sales Enablement

by Santiago Quiroga Medina | Aug 28, 2023 | Data, Marketing, Revenue Operations

8 Fundamental Steps for Effective Sales Enablement Nowadays, the common denominator for why sales enablement efforts fail is simple, yet deadly. A lack of preparation. Many Sales Leaders, both new and seasoned alike, often fail to establish strong foundations for...
5 Core Metrics Everyone Should Track in Their CRM

5 Core Metrics Everyone Should Track in Their CRM

by Santiago Quiroga Medina | Aug 10, 2023 | Data, Revenue Operations

5 Core Metrics Everyone Should Track in Their CRM Running a business is hard enough, running a successful business is even more of a challenge. For anyone looking to succeed in their business ventures, data about your company’s strengths and weaknesses is an essential...
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