Testimonial

"My first exposure to Jack Lamb was at a company that was one of the early pioneers of B2B banking software solutions. I was serving in the capacity of Senior Vice President of Sales and Marketing for the firm. During my tenure I was genuinely impressed that Jack was always consistently our number one sales person out of 22 sales personnel....he had a unique talent in being able to prospect at very senior levels within banks that we were targeting as new customers. He formulated an approach that was attention getting and tailored to their specific challenges.....Jack would definitely be an invaluable asset for any banking software company looking to generate many highly qualified leads at the senior executive level. He has earned my endorsement many times over."
Brad Messer
President
Messer Associates

Services

The objectives of my services are to:

   1. Generate high quality leads for software companies selling to banks  

   2. Increase win rates of the salespeople involved in software sales to banks

   3. Increase sales effectiveness of salespeople selling software to banks

   4. Improve sales productivity to enable software companies to make plan

 

Below is a diagram showing how sales intelligence I collect integrates with CRM sytems like salesforce.com, Oracle Siebel, SAP CRM, etc. to make high quality leads available to software sales teams. 

 Graphic of Profiles with CRM

Click here to get a FREE Executive Profile!


 

Listed below are the deliverables I offer. While each deliverable is optional, email campaigns require the executive profile at a minimum:

1) Bank Profiles - can include but not limited to:
  • Business description including bank's focus, history, size, competitive position and corporate structure, number of employees, office locations, markets served, subsidiaries
  • Annual revenues
  • Lines of business
  • Key competitors
  • Organization chart
  • Identify relevance to your banking software products and services:
    • Financial drivers - ways to increase sales/decrease costs
    • Customer drivers - ways in which to retain or acquire new customers, segment/target customers, anticipate needs, know best customers, customer profitability
    • Operational drivers - ways to improve strategy and internal efficiencies via people, processes and technologies, ROI
    • Competitor drivers - includes traditional, non-traditional, and emerging competitors and their strategies
    • Regulatory drivers - can include financial accounting compliance, workplace safety, labor laws, equal opportunity, tax rules, etc.
  • Business problems, business challenges & business initiatives
  • Press releases
  • Earnings releases
  • Analyst reviews

2) Executive Profiles - can include but not limited to:

  • Line of Business
  • Position
  • Area(s) of Responsibility
  • Place in organization chart
  • Current Press Releases
  • Highlights of presentations given to analysts
  • Relevant drivers identified above in Bank Profile as they relate to a particular bank executive
  • Business problems and challenges
  • Business initiatives
  • Educational background
  • Social media used (linkedIn, spoke, etc.)
  • Years with company
  • Prior positions within company
  • Prior positions at other companies
  • Get a FREE Executive Profile - Click Here

3. Email campaigns 

The industry average for response rates for emails aimed at customer acquisition, also referred to as click-through rates (CTRs) is 5.9%.* I provide the content for email campaigns and guarantee a response rate of at least 10%.  If the response rate is 10% or less, you don't pay a dime for the responses you did receive.

Take advantage of this offer and help your sales team get the high quality leads they need - contact me, you have nothing to lose and a lot of high quality leads to gain!

 

* Epsilon Q4 2009 Email Trends and Benchmark, Jan. 2010

Get A FREE Executive Profile!

My clients pay over $ 150 for Executive Profiles so their salespeople can gain a competitive advantage to win major banking accounts - you can get one for FREE simply by clicking HERE