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Sales Managers Meeting
January 15th, 2013
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Consistent Follow Through
Return calls within 2 hours Answer all s and keep records Send daily reports of closings and openings
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Monthly Sales Meetings
Cover marketing and Technology Cover 3 value-added tools Ask 3 random account executives to explain the tools Customer Service/Title Updates Farms & Customer Service Title units turn times Emphasize opening orders online to ease the load Corporate Tier 1 approved clients
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Constant Communication
Touch base with each rep by phone weekly reps on updates Focus on underperforming reps Arrange for office hours to meet with underperforming reps and go over marketing strategies and value-added tools
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Understanding Market Trends and Competition
Who’s moving up Who’s moving down What is the competition selling
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Constantly touch base with past potential recruits.
Recruiting Short list of recruits Constantly touch base with past potential recruits. Arrange for marketing ahead of the meeting with Karim Web site branded for the potential recruit Marketing Flyers Ebooks ers
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Strength of a Uniform Sales Approach
Know and understand all products Consistent message in the field Consistent marketing
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Lender Value Proposition
Premier services and service level agreement Accountability & reporting Customer satisfaction metrics that are customized to meet each lender’s need Documented work-flows and service-levels Custom build presentation for specific lender showing the lender value proposition, detailing the workflow and service level agreement
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Accountability of Reps
Track users of all platforms (TicorExpress, Short Sale etc, TicorAgent and all value-added tools You’ll know who’s selling and who isn’t Set goals and track daily Have a scoreboard Follow up contact via phone, , or in person
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Market Share - Where to Increase and How
Gotitle-resale MarkeTrac-Lenders Trends, are you moving up or down is share?
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Know And Visit Each Of Your Reps Top 10 Clients
Pull reports on BI Do not let your rep know you are visiting Creates stickiness with these clients should you lose the rep
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Sharing Of Best Practices
Create transparency between counties through communication. important ideas or marketing pieces to the MM group. Quarterly marketing meeting to brain-storm and share ideas. Immediate communication on issues detrimental to the company (new rates from competitors, loss of staff, recruits you are working on..)
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Thank You!
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