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Flexible financing secured against your business assets including inventory, receivables, and equipment. Unlock working capital tied up in your balance sheet.
Based on research of 35,000+ sales calls. The objective is not to close a sale, but to open a relationship.
Gather facts about the customer's current state
"What process do you use to manage financial data?"
Uncover difficulties and dissatisfactions
"What challenges do you face with data integration?"
Explasset consequences of problems
"How does this affect your business development timeline?"
Focus on value and solutions
"If you could reduce modelling time by 40%, what would that enable?"
Qualify leads effectively by understanding Budget, Authority, Need, and Timeline.
"What budget has been allocated for this initiative?"
"Who else is involved in this decision?"
"What's driving this initiative now?"
"When are you looking to have a solution in place?"
Listen 80% of the time, speak 20%. The customer should do most of the talking whilst you guide the conversation with strategic questions.
Remember: People buy from people they trust.
Company demographics, funding, and competitor analysis
Financial analysis of commercial clients
Comprehensive banking operation diagnostics
DISC assessment and communication style analysis
Tailassetd outreach messages based on research
Compelling follow-up sequences
Professional content for thought leadership
Decision-making process and influence networks
ROI calculations and business case development
Competitive intelligence and positioning strategies
Market positioning and competitive landscape
Complete diagnostic reports for solution design
Proven objection handling strategies
Engaging content for social proof
Win-win tactics with concession planning
Deal protection and risk management
Emergency intervention for at-risk deals
Calculate ROI for casset imagery management
Assess data integration needs and Working Capital Solutions fit
Plan data migration from legacy systems