Insights

A hub of solutions, top tips, big reads, short stories and case studies to demystify sales and marketing optimisation.

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Tech Resolutions for 2022

Tech Resolutions for 2022

Since we have reached the end of 2021, it's time to think about resolutions for the new year. To make this process easier for you, we've compiled our top 10 sales and marketing resolutions that will get you ready to smash your sales and marketing goals, increase your...

Transformation: Phases matter – deliver quick wins first

Transformation: Phases matter – deliver quick wins first

This is the fourth piece in a series of six articles that will guide your own sales and marketing transformation. This article discusses the phases of a transformation and shares the best way to deliver early successes to build goodwill. Don't forget to read the first...

Part 2: Our guide to creating a killer digital ad

Part 2: Our guide to creating a killer digital ad

Now that you understand the foundations of a digital ad from our last insights article (The basics of digital advertising), it's time to learn how to make a really good one. Ad Framework Craft your message - create a message that clearly articulates what you want the...

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Subscription sales: The road to profitability

Subscription sales: The road to profitability

This is the sixth article in our 12-part subscription sales series, designed to help you understand and prepare for the evolving sales landscape. This article breaks down the components of profitability and provides the formulas required to measure customer...

Subscription sales: Understanding the customer journey

Subscription sales: Understanding the customer journey

This is the fifth article in our 12-part subscription sales series, designed to help you understand and prepare for the evolving sales landscape. This article helps you map your customer journey so that you can better target your customers as they progress through the...

Subscription sales: Customer-centric sales approach

Subscription sales: Customer-centric sales approach

This is the fourth article in our 12-part subscription sales series, designed to help you understand and prepare for the evolving sales landscape. This article details why you should adopt a customer-centric sales approach to guide your customers through the...

Xplan explained

Xplan explained

What is Xplan? The Xplan platform is the backbone system for financial advice firms and insurance brokers. It has a comprehensive range of modules including compliance, advice, communications and customer management. For more information on their module offering, we...

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