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CONTACTUM Sales Academy

Had a terrific first session with the graduate intake for the CONTACTUM Sales Academy; very enthusiastic bunch of guys and they will help shape the wider sales academy programme t… Read more
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Developing the Sales Academy

Had a great day with Nigel and the sales colleagues from CONTACTUM  at an exhibition in Exeter – great insights to help develop the Sales Academy, and first hand experience of d… Read more
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Business Development Managers (BDM) & the Underwriter relationship

The importance of the BDM role and function in the distribution and customer management of financial services cannot be underestimated. The BDM ensures we gain and maintain the o… Read more
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Account management in a complex industry – “Expert salesmen or experts who can sell?”

How good are you at selling and managing relationships within an expert led industry? In our first financial services article, we examined the importance of broker-intermediar… Read more
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Customer management in a world of intermediaries and brokers – “Experts that sell – does it work”?

In the second of our series of articles exploring various issues in the intermediated world of financial services, “Expert salesmen or experts who can sell?” we looked at var… Read more
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The Golden Threads: Part 4 (of 12): Channel Management

This series of blogs explores twelve “golden threads” of critical capability across the CAA® model and considers their application in B2B customer management (CM). All of… Read more