Conducting Successful Sales Conversations—Both In-Person and Online
We develop customized in-house training programs for our clients. These cover topics such as:
- Optimizing Inside Sales
- Sales Meetings Using a Tablet in the Field
- Reactivating and Expanding Existing Customer Relationships
- Take Advantage of Cross-Selling Opportunities
- Acquiring New Customers Through Referral Marketing—Online and Offline
We offer training and coaching for individuals and groups in in-person, online, and hybrid formats. We also have the right solution for your specific training needs. Ask us about it!
Specialized Seminars for Insurance Sales
One group is particularly well-represented in our seminars, training sessions, and coaching programs: people who, as brokers, agents, or salaried sales representatives for insurance companies, provide expert advice and support to their clients in the vital areas of insurance and retirement planning. Among other things, we cover the following topics:
- Conducting Successful IDD-Compliant* Sales Conversations
- Structured Analysis of Wishes and Needs
- Making the Best Use of Online Tools in Face-to-Face Sales Conversations
- Scheduling Appointments Efficiently
- Strengthen existing customer relationships
Every sales challenge is different, and it’s important to us that our clients get the most out of their training. That’s why we tailor our training programs—whether it’s one-on-one coaching for a single person or a training campaign for several hundred—to meet your specific needs. That’s why we’d like to discuss your needs with you in advance. Send us your inquiry by email or schedule an appointment right away for a free initial phone consultation!
The common thread running through our sales training programs is the art of successful dialogue—whether in a traditional one-on-one conversation, over the phone, in a video meeting, or using our clients’ digital sales tools, ranging from menu-driven needs assessment and sales pitch assistance to chatbots. The focus is on harnessing the immense potential that lies in the synergy between human sales expertise and high-quality digital support.
Through our training programs, we promote the use of empathetic, customer-focused sales conversations that incorporate digital tools. That is what makes for successful sales in the 21st century.
*Insurance Distribution Directive
FAQ
For businesses and individuals who want to optimize their sales pitches—whether in person, over the phone, or online. We work across various industries and have particular expertise in insurance sales.
Our training programs promote empathetic, customer-focused sales conversations while integrating digital tools such as needs assessment and sales pitch aids, online tools for field sales representatives, and chatbots. The goal is to combine traditional and digital sales skills in a way that fosters lasting customer relationships and increases revenue.
Examples include:
-
Optimizing Inside Sales
-
Sales Meetings Using a Tablet in the Field
-
Reactivating and Expanding Existing Customer Relationships
-
Take Advantage of Cross-Selling Opportunities
-
Acquiring New Customers Through Referral Marketing
-
IDD-Compliant Sales Conversations in Insurance Sales
-
Structured Analysis of Customer Wishes and Needs
-
Efficient Appointment Scheduling
Each training format is tailored to the specific challenges and goals of your company—from one-on-one coaching for a single person to training campaigns for several hundred participants.
In person, as an online training course, or in a hybrid format.
We combine proven sales techniques with modern digital tools to make the sales process more efficient and successful. Our focus is on tailoring our approach to your industry and your customers' specific needs.
You can send us your inquiry by email or schedule a free online meeting right away to discuss your goals and requirements.
For online training sessions, participants need a computer or laptop with a camera, microphone, speakers, or headset, as well as a stable internet connection. In-person training sessions require a suitable room, a flip chart, and enough seating for the group.
