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Liferay Recognizes Veriday as a New Platinum Partner

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Enterprise demand for better customer and employee engagement drives Veriday’s implementations of the leading portal provider

LOS ANGELES – (February 24, 2015) – Liferay, Inc., which makes enterprise, open source portals, announced today that Veriday has achieved Platinum Partner status. As a partner since 2011 and one of Liferay’s fastest growing technology partners, Veriday works with clients to design and implement customer- and employee-facing solutions using Liferay Portal. Major clients for whom Veriday has implemented Liferay Portal solutions include Canadian Tire, Saskatchewan Government Insurance, CIBC and FNF Canada.

“We count Veriday among our strongest partners,” said Brian Kim, Liferay’s Chief Operating Officer. “In combining a keen design point of view with technical engineering expertise, Veriday delivers high-performance user experiences to clients through Liferay Portal. They understand the unique approach Liferay offers in building web experiences that foster relationships with customers and employees. We look forward to furthering our partnership as Veriday’s client portfolio continues to expand in Canada.”

Veriday believes Liferay is essential to fulfilling the growing needs of the enterprise, especially those who are looking to move beyond the constraints of their current technology platforms. Liferay Portal provides key functionalities to meet the needs of modern users by enabling the delivery of mobile applications, both native and web, mobile responsive design and audience personalized content targeting.

“Veriday is very excited that our customers have enthusiastically embraced Liferay as a valuable technology investment. This is further evidence of Liferay’s effectiveness as a strategic investment for employee and customer engagement,” said Marc Lamoureux, CEO, Veriday. “We plan on continuing to invest in our Liferay partnership and expanding our impact across North America.”

For more information about Liferay, visit www.liferay.com.

For more information about Veriday, visit https://www.veriday.com.

About Liferay, Inc.

Liferay, Inc. is a leading provider of enterprise open source portal and collaboration software products, servicing Fortune 500 companies worldwide. Clients include Allianz, Carrefour, Cisco Systems, Danone, Lufthansa Flight Training, Siemens, Société Générale, Toyota and the United Nations. Liferay offers Enterprise Subscriptions, which provide access to emergency fixes, software updates, 24/7 support SLAs, and subscription-only features. Liferay also offers professional services and training to ensure successful deployments for its customers. Liferay, Liferay Portal, and the Liferay logo are trademarks or registered trademarks of Liferay, Inc., in the United States and other countries.

About Veriday

Veriday is a Technology and Digital Marketing Firm whose sole purpose is to help you delight your target audience and turn them into your promoters. We achieve your goals by educating your teams with proven methodologies and practices coupled with the latest, leading edge portal technologies.  From conceptual planning to implementation to technical support, we have your back when it comes to making your next online project a milestone success.

How Financial Advisors Can Use Twitter Analytics To Produce Better Content: Part 2

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So, you’ve been publishing content consistently now for a month or more. One technique I’ve used to determine the kind of content our marketing team should be focused on curating is by looking at the engagement of all of our tweets over the course of a 2-3 month time span (honestly, there’s no science behind that number, but after 2 months of data collection, we felt that was a large enough sample size). Here is a step by step guide on how to get the information we use to inform our content strategy. After you log into Twitter Analytics you can choose the time frame for which you would like to view and collect your data.

Twitter analytics - Select time span

  1. Select a 2 or 3 month time range. Be sure to hit the “update” button.
  2. Beside the range “button” there is an “Export Data” button. Click on that button, wait a few seconds, and a spreadsheet will automatically download onto your computer. The name of the file will be tweet_activity_metrics.csv.
  3. Open the spreadsheet with your favourite spreadsheet tool (NOTE: I will be using Microsoft Excel to provide you with the next steps so be sure to use the equivalent features in your spreadsheet tool). There will be a number of different columns preset
  4. Excel Sort Button Sort by Engagements from highest to lowest (if you have no engagements, sort by impressions) and pull out the first 10-15 rows of each.\
    1. Impressions typically indicates the visibility a piece of content receives through a keyword, a hashtag, or perhaps some kind of attribution to another Twitter user.
    2. Engagement indicates to me the content I posted that drove a user to like, share, re-tweet, click, etc. Engagement is a source of truth of the quality of your data. 1000 users can see your tweet, but if no one clicks on it or interacts with it, chances are the content or the words you used were not enough for someone to spend the few seconds to even look at the page.
  5. Examine the Tweets and try to answer the following questions:
    1. Do you notice a trend across the Tweets with respect to a particular topic and subject matter?
      1. Certain subject areas might gain more attention as a result of the audience you have who are following you. Not everything you share is relevant to your audience. Write down the subject areas you feel received the most engagement and ensure you are writing down a single subject area.
      2. Are you listing statistics or quantifiable comparisons or metrics that receive more engagement?
    2. Do you notice certain keywords or brand names across these tweets?
      1. Keywords and brand names peripheral to your practice and business make a lot of sense to share and include in your status updates. Write down those keywords and / or brand names.
    3. Are there certain Twitter user names (e.g. @VeridayHQ) in the tweets?
      1. Writing down the Twitter users who are helping you get engagement is a good way document targets for potential content partnerships and collaboration. This is a well known strategy to help boost your following.
  6. After you’ve completed this exercise, let’s say you have something that looks like this:
    1. Subject matter: Retirement Planning
    2. Subject matter: Tax
    3. Keyword: money
    4. Brand: Google
    5. Twitter user: @VeridayHQ
  7. Now that you have this list, work on sharing a larger portion of your updates (50-60%) focused on this criteria and see it your engagement levels and follower counts increase at a higher rate. Understandably, subject matter may be seasonal depending on the type of industry you’re in, for example, retirement, 401k and RRSPs might be top keywords in and around the January to March time frame so be sure to use your discretion at what keywords are best to use based on the time of year.

Are you using Twitter analytics to inform your content marketing strategy? Need help? Let’s chat!

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4 New Features Coming Your Way!

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We are excited to announce the release of 4 new features available to all Advisors using Digital Agent.

These new features will help extend the capabilities of Digital Agent into an effective content marketing platform for Financial and Insurance Advisors looking to increase leads and revenue, and strengthen their client and prospect relationships.

Introducing…

 

The eNewsletter Has Landed

The most effective way to stay in touch. 

Did you know that email marketing is one of the most effective ways to stay in touch with your clients and nurture your prospects? Well, we’ve got good news! You can now use your Digital Agent website to create, send, and track eNewsletters containing approved blogs, articles from your website, and content from the Digital Agent library.  Contact our service desk to learn more and activate this feature today!DA_event_newsletter

Newly Designed Dashboard

Better Data. Smarter Web.

Have you ever wondered how long content reviews were taking for all advisors? How about which of your website pages are the most visited? Or, how your visitors are reaching your website? Perhaps you’d like to know what your top performing blog posts are? Our newly designed dashboard will help answer these questions and help you better understand how your visitors are interacting with your website content.

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Search Engine Optimization Preview

SEO Made Easy.

Providing Google with descriptions of your web pages and blog posts can help to increase your traffic and website engagement. We’ve developed an easy to use interface for you to provide and preview this information. This new feature will even show you exactly what your web page description will look like as a Google search result.

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Blog Post Scheduler

Writing Doesn’t Have To Wait.

Have you ever wanted to post something on a certain date but knew you wouldn’t be at a computer to create the post? Or, have you ever wanted to keep posting regularly but knew you’d be on vacation for a few weeks? Blog post scheduling is here to help! You can now schedule your blog posts in advance so that your updates can be released while you are busy or away. The blog post scheduler will make it easy for you to plan out and schedule specific posts days, weeks, or even months in advance.

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If you’d like to see a demonstration of these new features or a full demo of Digital Agent, contact us today!

The Top 3 Business Benefits of Liferay

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Veriday has been in the business of implementing Liferay Solutions since 2005. Our experiences building solutions on the Liferay platform have solidified our choice for Liferay as the leading enterprise portal platform.  Although there are many reasons why Liferay provides an effective technology investment for your business, we’ve narrowed it down to a quick top 3 business benefits that Liferay has to offer:

Smarter Investment

Liferay users have been smart about their savings, and investing in their futures. Liferay users get the most flexible and dynamic technology at the lowest Total Cost of Ownership and highest Return on Investment. Fortunately, Liferay is less expensive to maintain and grow with your business over time. Competing solutions require that you pay for additional features whereas Liferay comes equipped with as many resources as businesses need to accomplish whatever it is that your business needs to do.

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Liferay is famous for its compatibility with a wide range of existing infrastructure software, including the popular contenders like MySQL, Oracle DB, SQLServer, DB2, WebLogic AS, Websphere AS, Oracle AS, JBoss AS, and Tomcat. This means Liferay not only costs less to acquire because of its open source license, but it also has lower ancillary costs.

Easy Adoption

Liferay understands that a major part of their value proposition lies in providing an easily adoptable and reusable presentation layer. This is why they have strongly invested and focused on improving and innovating around their user experience. Liferay is lightweight in nature which allows for businesses to get it configured, secured and implemented quickly. The Liferay solution has an award-winning user interface, familiar desktop conveniences and easy navigation making it extremely simple to use and adopt by all users in organizations.

Agility for the future and investment in the long-term

Liferay Portal evolves with your organization and for your organization. One of the many things that attract customers to Liferay is its ability to be customizable to integrate into the specific needs of businesses. If you require new functionality, tools can be added with just a few clicks.   Liferay continues to evolve with ideas and innovations that speak to the changing needs of their diverse audience of business, marketing and technical users with the goal of always providing a competitive advantage to their customers.

The Business Case for Liferay

How Financial Advisors Can Use Twitter Analytics To Produce Better Content: Part 1

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Much of what I’ve observed in my many years of working with financial advisors from the standpoint of the use of social media has been that they use social media primarily as a publishing platform. In fact, many digital marketers still rely on social media to publish both curated and created content.

One of the questions I’m often asked, however, is “How do I know what kind of content to push and how do I know whether the content I’m publishing is working?”. This is a great question and as a financial advisor, you might like the answer as it requires you to do some basic analysis of social media data.

In part 1, I’ll cover off 3 key data points that you can easily grab through Twitter analytics. So, if you have a Twitter and are actively using it, this article is definitely for you. Before (or after) reading this article, it might be useful to visit analytics.twitter.com and log in with your Twitter handle.

1. Interests

Twitter Unique Interests

Twitter – Unique Interests

Twitter automatically collects information on the interests of your followers. In particular, there is a section under the “Followers” page, that indicates the top 5 “Unique Interests”. Twitter defines these interests as the ones the average twitter user would not otherwise have. Simply put it is “The top interests that distinguish your followers from the Twitter average.” You can use this information to help identify the kind of content you should be publishing. You can use these interests as a guideline for good and relevant content to publish.

2. Location

Twitter Locations Example

Follower Location Demographics

It’s definitely always a good idea to understand the location of your users especially if you’re seeing engagement at odd times of the night. Understanding these details can help increase the amount of engagement you receive from around the globe. This is especially important in cases where you have businesses and clients in different time zones. Scheduling your posts at times when your audience is looking at social posts will increase your engagement and social conversion.

3. Your Followers Also Follow

Twitter Followers also follow

Twitter – Your Followers also follow

This data point is a pretty telling one as it comes to ensuring you have the “right” followers. If you’re primarily using Twitter as a publishing platform for business, this list should contain some, if not all, of your closest competitors. It’s likely the only time you’ll be happy to see your competitors on your list. The reason? It means you’re sharing similar content than that of your competitors and reaching a like audience. Another way you can use this list would also be to perform competitive research to see who else is posting similar content.

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Social media (especially Twitter) is one of the easiest and most available platforms to test your content as the feedback occurs in real-time (not a lot of wait time needed) and Twitter performs much of the data collection that you need to make informed decisions about your content.

Are you using Twitter to publish content? What is an other strategy that works for you to determine the kind of content to post?

Need a second opinion on your analytics? I’d love to help. Connect with me andrew.chung@veriday.com

2015 T3 Technology Tools for Today conference

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Veriday is excited and thrilled to be sponsoring and attending this year’s T3 Technology Tools for Today conference in Dallas, Texas. The conference will take place from February 12th-14th at the Hilton Anatole hotel. Technology Tools for Today: Advisor Edition was named one of the best 8 conferences for Financial Advisors in 2015.

This event is an opportunity for independent advisors and their staff to learn from leading technology thinkers and to interact with the technology wizards who are creating the solutions they need to build a more profitable practice.

We invite you to connect with us and visit our Digital Agent booth to learn more about our innovative digital marketing platform designed to solve Advisor’s digital marketing challenges.

For more information on this event, visit www.technologytoolsfortoday.com.

About T3

T3 Technology Tools for Today™ supplies the industry’s leading practice management/technology newsletter and conference for financial advisors. Founders, Joel Bruckenstein and David Drucker, are dedicated to providing advisors with relevant and timeless information so you can build a more efficient and profitable practice.

Veriday Sponsors Upcoming IMCA 2015 New York Consultants Conference

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Veriday is excited to be sponsoring and attending this year’s IMCA 2015 New York Consultants Conference.  The conference will take place on February 9th and 10th at the Sheraton New York Times Square Hotel. The conference features some of the legends of finance and economics covering topics such as practice management, technology, international investments and wealth management.

This year’s event features Daniel Kaheman, PhD, widely regarded as the world’s most influential living psychologist and winner of the 2002 Nobel Prize in Economics for his work in behavioural economics. Also speaking at this year’s conference is Sallie Krawcheck, MBA, owner of Ellevate—a professional women’s networking organization committed to economic empowerment—and recognized as the only senior Wall Street executive who reimbursed a portion of client losses for poorly performing products.

We invite you to connect with us and visit our Digital Agent booth to discover how digital marketing can help to engage your target market, and grow your business.

For more information on this event, visit http://www.imca.org/conferences/nycc.

About IMCA

Investment Management Consultants Association was established in 1985 to deliver premier investment consulting and wealth management credentials and world-class educational offerings through membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants and wealth managers with the credentials and tools required to best serve their clients. IMCA is proud to serve more than 9,370 members, including 6,265 CIMA certificants and 732 CPWA professionals, as of May, 2014.

IMCA conferences are recognized throughout the industry as some of the best educational experiences available, providing completely peer-reviewed content from prominent industry experts. With no “pay-to-play” speaking opportunities, IMCA conference attendees enjoy unbiased, savvy analysis.

Social Media Considerations for Advisors: Google+

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In this series of articles, we will look into the most popular social media platforms and provide some key considerations as it pertains to Financial and Insurance Advisors.  This article will focus on Google+.

Launched in June 2011, Google+ is a social networking site that is owned and operated by Google Inc. With more than 540 million users, Google+ sees its number of users increase daily. Curiously enough, Google+ seems to be one of the most frequently neglected by Advisors. If you are unfamiliar with Google+ and its background and features, get to know Google+ by checking out this article before reading on.

So, how does Google+ relate to Financial and Insurance Advisors? Let’s look into some key considerations to take into account when you’re deciding whether to embrace Google+ as part of your social media strategy.

Demographics of Google+:

  • 369 million active users
  • 67% males
  • 25-34 are the most active demographic on Google+
  • Tends to be used by professionals
  • Users tend to work in the engineering, software and design industries

The Concept of Circles

Google+ allows you to post videos, links, pictures and text content, however, introduces the new concept of Circles. Google+ connections are placed into circles, which are similar to mailing lists. For Advisors, one of the most significant benefits is the ability to segment audiences into these circles. Google+ allows you to break up your audience into circles so that content can be targeted toward those who would be interested in it. For example, Advisors could create a circle for current clients, and a circle for prospective clients. Circles make content sharing among like-minded people and organizations easy.  This means you can use circles to closely target your messaging.

Communities

Google+ allows you to create, or participate in, focused groups called ”communities”, of both individuals and companies who share a particular interest. Joining these communities could be an excellent way to raise awareness for your business and help to nurture relationships in the industry. You can also create communities to help in knowledge sharing, or based on shared interests.

Search Engine Optimization

It is important to remember that Google+ is Google, the largest search engine in the world. Search Engine Optimization is all about getting your website found by prospects, and Google owns 75% of the market share when it comes to search. Although Google+ is a social networking website, it also integrates with the entire Google network and is said to carry significant weight in terms of Search Engine Optimization and organic search visibility.

As Hubspot points out, Google is eager to provide plenty of incentives for people to actively use Google+, and has tied the platform very closely to all of its Google Search features.  Google rewards its own users in their search engine. Bottom line, Google+ can help to increase your business’ visibility in Google’s organic search results; therefore increasing the likelihood of potential customers finding you.

Google+Local

Google+Local is an important part of Google+ and focuses specifically on businesses and their locations. These pages are similar to Facebook business pages, but include many more features geared to help businesses connect with local prospects on a social level.  Google+Local pages are indexed in Google’s searches. Using this feature will not only improve your business’ SEO, but will increase online visibility by providing prospects with a link to your website, contact information, services offered, travel directions, customer reviews and recent Google+ posts.

Content Sharing

Google+ is ideal for content sharing not only because of the Circles feature, but also in terms of SEO. Google+ posts are crawled and indexed almost immediately. Google Search treats Google+ pages just like regular websites, so they have PageRank and can be just as powerful as other websites in terms of search engine ranking. You should start noticing your content showing up more in Google searches when you share it on Google+. Google+ content can rank in search results in instances where your website may not.

Google+ can be a powerful platform to help enhance your company’s visibility on the web. It has quickly pocketed the title as the second largest social media network and continues to gain momentum.  The belief by many is that Google will continue to place increasing SEO weight on Google+ making it important to consider when developing your social media and content marketing strategy.

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Has your business fully taken on Google+? What Google+ features do you find most beneficial for your business? Share your comments below.

Alternatives to Oracle’s WebLogic

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WebLogic, developed by the Oracle Corporation, is one of the leading portal frameworks and named a leader in the Gartner Magic Quadrant for Horizontal Portals. The WebLogic platform lets you provide a user interface to integrate dissimilar environments into an integrated, dynamic and customizable portal that can simultaneously support your customers, partners and employees. WebLogic is often used for managing enterprise portals and is known for improving business visibility and collaboration, and reducing integration costs.

In addition to a portal framework, WebLogic Portal provides many business services such as content management, communities, personalization, search and user management.

There are a number of Alternatives to WebLogic in the market today that offer similar functionalities. Which alternative you choose depends entirely on what tasks and objectives you are looking to accomplish with your portal technology. It is important to identify the needs and thus select the product with which you will build your platform on.

Below, we’ve put together a list of some of the best Alternatives to WebLogic:

Redhat JBoss

JBoss Portal is an open source platform for hosting and serving a portal’s web interface, publishing and managing its content, and customizing its experience. JBoss portal doesn’t aim at providing as many out of the box portal solutions as other platforms but is built to provide a fully reliable customized portal. JBoss features easy to use administration tools, a straightforward web content management system, and reliable performance and scalability.

Liferay

Liferay is the leading provider of open source enterprise portal and social collaboration software solutions, and a leader in Gartner’s Magic Quadrant for the 5th year in a row. Liferay is a web platform built to deliver immediate results with long-term value. With Liferay, you are able to build any kind of portal including social networks, e-learning portals, employee and customer portals. The platform also provides more out of the box portlets then any other portlet on the market including Liferay collaboration, web publishing, content management and social networking.

Apache Tomcat

Apache Tomcat is an open source software implementation of the Java Servlet and JavaServer Pages technologies. Apache Tomcat is used to power everything from simple one-server sites to large enterprise networks.  Tomcat powers numerous large-scale, mission critical web applications across a diverse range of industries and organizations.

IBM Websphere

IBM Websphere is an integrative software platform that enables organizations to build and manage web portals. Websphere was also named a leader in the Magic Quadrant for Horizontal Portals based on its scalability, flexibility and use in B2C and B2B organizations. Websphere is used to help organizations deliver exceptional web experiences regardless of location or device. The platform allows for people to interact with other people, applications, processes and documents in a unified, personalized and role-based fashion.

Every organization will eventually be faced with the challenge of choosing an enterprise portal solution and integrating it into their business processes. The decision is not one to take lightly as the portal technology you choose will be deeply integrated into your organization’s infrastructure and work as a corporate face for your systems and processes.   Choosing an alternative to WebLogic or Sharepoint depends entirely on what features are important for your organization.

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What is your greatest challenge when it comes to choosing or implementing a new portal technology? Share your experiences below.

How To Leverage The Buyer Journey To Increase Your AUM

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What’s the relationship between the buyer journey and selling? (if you haven’t read my post on the definition of the buyer journey, make sure you read that one first before moving on.)

Well, as it turns out, the entire profession is changing and traditional selling and relationship techniques are becoming less effective because buyers are becoming more knowledgeable. In fact, they’re coming to the table with more knowledge than ever before and it’s making sales people too transactionally focused (i.e. order takers — please make this trade or please sell this fund).

Understanding the journey can help you connect with your client or prospect on a much more fundamental level. If you’re a financial or insurance advisor who excels, you’ve likely adopted the technique of understanding your buyer’s journey without even knowing it. When you connect with your clients or prospects throughout this journey, it will help you build trust. Why? Because each stage is buyer centric and not sales centric. The buyer doesn’t physically buy or decide to buy until after they diagnosed their problem and are satisfied with their list of solutions to solve that problem. Asking for the sale too early, makes you disingenuous and breaks trust because you’re just in front of the client or prospect for you, not them.

What does this have to do with AUM? What is the relationship between AUM and trust? Well, with my limited financial advice knowledge, AUM is basically all about the amount of money (measured in market value) that an investment company manages on behalf of investors. Is it safe to assume that the more trust that a client or prospect has with you the more they are willing to invest with you and thus increase your AUM? Well, according to Joachim I. Krueger, from Psychology Today, interpersonal trust is defined as the willingness to invest in another in hopes of being rewarded with reciprocity, while accepting the risk of being betrayed. According to this definition, increasing trust levels with your clients, enables a desire to invest in you as an individual and by doing so, they hope to be rewarded with, for example, the reciprocity of service, advice and financial gain and they accept the risk of loss. Higher trust = higher willingness to invest (i.e. higher AUMs).

Here are 3 rules I follow when working your way towards serving your clients or prospects at each stage of the buyer journey:

  1. Be helpful. If they are in the awareness stage, work with them to help them identify the complete picture of their symptoms. If they are in the consideration stage, send them helpful articles or connect them to people who might know more about problem they are experiencing than you do.
  2. Don’t ask for the sale too early. In the movie Glengarry Glen Ross you hear the term ABC – Always Be Closing. This only applies to buyers who are at the end of their buying journey. Yes, I know, you want to make the sale, you want to be the solution to your buyer’s problem, but that might not serve the interests of your buyer and it won’t help you establish trust. Asking too early could actually break trust.
  3. Be authentic. If they are in the decision stage, presenting them with 2 solutions you know they’ll never choose and then your solution isn’t authentic. Have confidence in your practice and business and place competitive solutions beside yours. It will help you weed out customers who might not fit your business and it will help you improve your services or products. Remember the relationship you are trying to establish and the types of individuals you are looking to acquire as clients. For example, clients who are price shopping (vs value shopping) will always choose the cheapest option no matter what. Even if you win their business today, they are bound to be troublesome and costly later.

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Have you ever used any of these techniques in your selling practice?

 

How to Drive Sales Using the Customer Buyer Journey