Best Practices for Remote Prospecting posted 01/08/2021







Featuring: David French, Regions Bank; Martin Wise, RelPro and Donna Arce, Barlow Research Associates, Inc.

2020 has been an unusual year. Account Officers had to rethink not only how they service and cross-sell existing customers, but how to prospect remotely. Join Barlow Research and RelPro for a one-hour webcast as we discuss best practices for remote prospecting. This includes how to prepare, how to stand out on a call and keeping tabs on your prospects. Resonating and staying in touch with prospects in a remote environment is definitely a new challenge for Account Officers. It is time to think about adapting and modifying prospecting principals to optimize your overall sales effectiveness.

David French from Regions Bank will join the webcast. He will share the experiences of Account Officers on the front line during the pandemic, including the struggles and efficiencies learned when trying to prospect remotely.

In this session, you will learn about: 

  • Frequency of middle market solicitations by providers other than their primary bank
  • Effective remote prospecting strategies
  • Sales challenges and successes on the front line

This discussion is designed for anyone involved in business banking or middle market strategy, transformation, agile teams, project management, relationship management, business development, sales management, product management, marketing, market research, training or coaching. 

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