A live transfer connects a lender to a business owner already on the phone. A booked appointment comes from outbound calls made based on one lender’s own criteria. Once you count closer time, the two rarely cost the same. The real gap comes down to how much time a closer spends before knowing if the […]
Blog Classic
How to Handle Objections When Selling to Manufacturers on Calls, Email and LinkedIn?
Manufacturers say ‘No’ faster than almost any other B2B buyers. That doesn’t necessarily mean they are rude. A plant manager who switches a supplier and gets it wrong could face a line stop, a scrap batch and an uncomfortable conversation with the controller. Saying no is often the safer choice when the cost of a […]
Exclusive vs Shared Leads for Security Companies
Buying more security leads does not always mean creating more sales opportunities. The type of lead you buy can affect how much competition you face, how much time your sales team spends following up and how much security guard leads actually cost. Exclusive and shared leads are two common models security companies consider. Exclusive leads […]
How to Win Guard Contracts From an Existing Security Vendor
If you want to win a security guard contract from an existing vendor, you cannot rely on offering a lower price alone. It would take smart decisions to approach at the right time, reach the right decision-maker, pinpoint service issues and ensure good proposal quality and transition planning all together to bring out a positive […]
Who Buys Security Guard Services: The Decision-Maker Map by Site Type
Security guard contracts do not get signed by one type of buyer. The decision-maker changes based on the site, the industry and the size of the organization. A facility manager signs for an office building. A hospital relies on a security director. A small retail store owner makes the call alone. Sales teams that pitch […]
How the LO Comp Rule Affects Loan Officer Recruiting
The Loan Originator Compensation Rule governs how you pay a loan officer you recruit. It does not generally restrict what you say while recruiting. The CFPB’s override examples also create an important distinction. A branch manager who originates very little may fall within the broader profits-based exception. That’s why a producing loan officer who recruits […]
In-House vs Outsourced Loan Officer Recruiting: A Mortgage Lender’s Decision Guide
Loan officer recruiting is not a job you can either handle in-house or outsource. It is a series of stages, from finding and sourcing candidates to screening, outreach, interviews, and onboarding. Your team will usually keep some of those steps in-house regardless of which model you choose. So, better ask, Which parts of recruiting should […]
How to Sell Payment Processing to Ecommerce and Card-not-present Merchants
Selling payment processing to eCommerce and CNP merchants is different from selling to physical stores. You are not just selling a lower rate. You are selling safer payments, fewer chargebacks and a setup that works with their platform. Just follow these 7 steps: Check risk, volume and platform. Find the payment decision-maker. Build a targeted […]
How to Win Merchants From Their Current Processor: A Step-by-Step Sales Playbook
Winning a merchant from an existing payment processor requires a structured sales process for a positive outcome. We have curated an 8-step strategic plan for you to win merchants from their current processor. Qualify the account Find merchants using a competitor Reach the decision maker Run a statement analysis Build the savings proposal Overcome objections […]
How to Sell Merchant Services to High-Risk Businesses
Selling merchant services to high-risk clients is about placement, not persistence. The reason why you got out of the low-risk retail sector is that Stripe and Square removed your price advantage. On the other hand, high-risk businesses are charged more but stay with you longer. Additionally, they are more frequently declined by payment processors and […]