Before you start your search, let’s make sure that when we talk about consultants InvestGlass we’re talking about the same thing.
Consultants with InvestGlass are:
Co-branding is such an important aspect of the partnership between InvestGlass and your practice. Done well, co-branding builds your credibility, helping your prospective customers learn about your association with InvestGlass and see how your InvestGlass practice can help them succeed ! Co-branding takes care and attention.
Add InvestGlass Badges to your Website and Communications
Create a InvestGlass-specific Page on your Website with a basic information about the nature of your InvestGlass relation. You can offer there a little description of InvestGlass, and use InvestGlass logo.
Develop a complete approach to your straty with InvestGlass products and partners. It's quite easy to design marketing plan that will address the objectives of your prospects. InvestGlass will help you with genuine content and resources to build your videos and pdf.
Have you already proven that this activity works for your business? First are you targeting the right people? What is the goal of the activity? What is the temperature of your list?
What is your Call To Action? What are you trying to get people to do? What is the added value for these prospects and customers?
How are you setting goals for your team and the activity? What are you using to measure success? What methods are they using for tracking closing?
As a InvestGlass partner you will get all kind of requests from your prospects and clients. We want to make sure that you will have sufficient information to help them at the right time. Let's dive into the sales cycle and phases from advice, pre-sales, build, deploy and revenue streams.
You will find the following phases, but aren’t limited to:
and this for the following objects, but aren’t limited to:
From the early stage we suggest you to understand the first obejective of implementing a CRM platform. Banks want to partner with a team that can identify their business problems and propose solutions. Delivering a fast and efficient solution is key to success.
Another way to simply capture the need is to find out
Connect with fintech
Support and teach
Optimize and connect with new solutions
Welcome into InvestGlass action ! We suggest that you have the following functions when you drive a new deployment.
To build a perfect practice we encourage you to participate to InvestGlass marketing efforts and producing Webinars, Documentation in local language, luncheon or meetup and target workshops.