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The Latest Tips For Partners on How To Extend Your Workforce Management Solutions

Proven Resources to Build Your Sales Pipeline Fast in 2021

Posted by Kit Dickinson on Dec 14, 2020 9:16:41 AM
Kit Dickinson
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HCM sales representative talking with a prospect | build your sales pipeline fast

This year’s sales cycle is wrapping up, and I hope it’s been a successful year for you, even in the midst of a tumultuous season. Whether you’ve hit your sales quotas or not, now is the time to turn your attention to 2021. You’ll need to rebuild your pipeline and generate new leads for yourself so you can start the new year strong.

Your competitors will be scrambling to find their next batch of prospects, and you’ll need to get a jump on them by taking advantage of every opportunity at your disposal. Now is an opportune time to go in there with new things in your bag that your prospects didn’t know you had before — not just new promotions and new services you’re offering, but the benefits and new products your partners are offering, as well.

At IDI, we’re continually investing in new ways to help payroll sales reps win more sales and exceed their quotas. If you haven’t gotten to know IDI’s Resource Center yet, now is the ideal time to see what we’ve got. And if it’s been a while since you’ve checked it out, you’ll discover invaluable new resources to help you close more deals with payroll customers.

Your Learning Center for Better Deals

IDI’s Resource Center is packed full of information and collateral designed to equip you to win more payroll customers, quicker and easier than ever. You’ll be able to go into niche industries and speak to their most peculiar payroll challenges — confidently and knowledgeably.

Let’s take a look at some of the invaluable resources you’ll find in IDI’s Resource Center.

IDI Resource Center

Industry-specific articles

You can’t know everything about every industry, but IDI can help you prepare for sales meetings with industries you know little about. Our industry articles and FAQ guides cover the top questions that are most relevant to sales reps. You’ll learn about the unique HCM needs in construction, manufacturing, non-profit, and professional services industries — everything from prevailing wage, union issues, and Certified Payroll to grant budgeting and salary allocation.

Never enter a sales meeting unprepared to answer industry-specific questions again.

Sales collateral

The IDI Resource Center offers a wealth of sales collateral for you to pass along to your prospects. You’ll discover materials you can send them to explain how IDI and your company are partnering together to meet their needs.

With login credentials, you can access co-branded materials, such as:

  • Sales sheets and product overviews
  • Client success stories
  • Whitepapers
  • Videos
  • Presentation slide decks

Keep an eye out for more — we’re building out the partner portal sections even more in early 2021!

People often don’t want to be the first to try something new. If you have a success story at your fingertips, it can help you show proven value. Tell them you have an example of a similar company that you had some good success with, and that you’d love to talk with them about how you can leverage IDI with their organization. It’s a great way to gain access. You can also have a success story ready to pull out during a sales presentation when the customer asks if you’ve ever done anything like this in their industry before.

These resources have proven to be effective credibility-building materials that help sales reps at your HCM company win more sales and close bigger deals. This collateral is unique to IDI and built for you.

Learn more: IDI Rolls Out a New Level of Service and Support for 2020

Client portal

Your larger customers, especially, are looking for the best customer support they can get their hands on. Every vendor has a customer support line, but not every company provides a built-out client resource center to help customers get the most out of the solutions they’ve purchased.

IDI’s Resource Center features a dedicated client portal with an ever-expanding selection of resources that are designed to help your customers get the most out of their payroll solution. They’ll have access to:

  • Product demonstration videos
  • Account management information
  • Technical support resources
  • News and updates about IDI
  • Implementation section that sets implementation expectations for new customers

Your customers want to be able to find answers to their questions quickly and on their own, without having to wait on hold. The client portal shows them you’re partnering with a company who is invested in your clients and willing to freely share information.

Build Your Sales Pipeline in 2021

IDI’s Resource Center is your resource to build your pipeline fast in 2021. Use it offline to learn the language, become proficient, use the materials we have, then execute on it. Take advantage of shareable materials with clients. It’s a highly effective way to show that you’re bringing along a world-class partner that the competition doesn’t have. And you’ll build unparalleled credibility when they see that your partner has been in the trenches for decades and is invested in helping your customers to get the most out of their payroll solutions.

As you engage with prospects, consider IDI your go-to partner for industry knowledge and sales support. Check out the sales enablement assets in the IDI Resource Center, and contact us with specific questions you may have.

IDI Resource Center

Topics: Professional Services Industry Solutions

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