B2B forex sales and website visitor automation - Web Insights
Paint 01

We’d love to discuss your requirements in more detail.

Complete your details below and a member of our team will call you straight back!

    Paint 01

    B2B forex sales and website visitor automation

    May 11, 2021 | 5 minutes

    Brought to you by, Rachel Dettmer

    “You have to generate revenue as efficiently as possible. And to do that, you must create a data-driven sales culture. Data trumps intuition.” – Dave Elkington, CEO and Founder of InsideSales.com

    Your sales reps spend as little as 22% of their time selling. As an effective leader, it’s up to you to ensure your team’s time is spent efficiently. Here’s how to do that in three simple steps.

    3 ways Forex leaders can empower teams to spend more time selling

    1. Align sales strategies and goals with marketing

    As many as 7% of sales are lost due to misaligned strategies. While your KPIs may be different, your underlying goals should be the same.

    Are you customer-obsessed? Is real-time engagement crucial to your strategy? Do you want to improve conversion-rates at every stage of the pipeline? Your customers and prospects don’t see you as multiple departments: they see you as one business.

    2. Use insight and conduct research

    There are a number of business benefits to conducting research and gaining critical insight. This includes getting to know your customers and targeting the right businesses, to delivering personalized experiences and tailoring your sales pitch.

    There is a whole world of data at your fingertips. Think about your website analytics, buyer intent data first-hand research through social media and company websites. Don’t waste your time pitching the wrong product to the wrong people. Instead, impress them with a tailored approach and a solution to their problem.

    3. Discover automation to drive efficiency at scale

    Automation can save you hordes of valuable time and resources. According to Social Media Today, 75% of businesses use at least one kind of automation tool. Speed up processes, gain valuable data, and eliminate manual intervention with intelligent automation tools to free up your sales team’s time.

    The anatomy of a successful Forex seller

    “Great salespeople are relationship builders who provide value and help their customers win.” – Jeffrey Gitomer, American Author 

    Be agile

    For even the most successful B2B Forex seller, things haven’t been easy. Successful sales leaders must develop and deliver a ‘buyer first’ strategy and ensure data is informing decisions for the most impactful, accurate results.

    Start by assessing your website; are you able to offer online purchases? Have you included Live Chat or AI to enable real-time engagement? Do you have a way to capture visitor data on arrival? Then, consider your online selling tactics, whether that be effective email nurture campaigns or social selling.

    Sell benefits not features

    The best salespeople know building relationships starts with understanding buyer needs and showcasing how your product can help. Conduct research into your prospects before speaking with them, develop clear buyer personas, and identify what the benefits of your products are. Remember, behavioral and firmographic can play a key role in getting this right. 

    Take advantage of your tech stack

    According to Membrain, the average number of sales tools used by organizations has increased. In fact, Forbes found that 62% of a sales representative’s time is spent in sales technology. Selecting the right tools to transform your team is vital.

    Enter website visitor automation: the ultimate sales solution, for every stage of the buyer journey. 

    Future-proofing your Forex sales strategy with website visitor automation 

    Website visitor automation maximizes the success of your business website. Today, customer expectations are at an all-time high. In fact, according to Super Office, 86% of customers are willing to pay more for a great experience (CX). And, a study by Walker found that CX has overtaken price as a key brand differentiator.

    So, how can B2B Forex organizations, with tons of site traffic, stand out?  

    Website visitor automation takes website visitor tracking features to the next level, combining automation and integration to deliver results in an instant.

    The software identifies your anonymous visitors in real-time. Then, through powerful integration, that intel gets routed to the right place, at the right time.

    Send brand new opportunities to your CRM as new lead leads. Share leads-in-play with their sales representative. Route existing customers to their account manager for upsell and cross-sell opportunities. This way, you can handle every opportunity in a bespoke, relevant and timely way.

    Generate quality leads. Use visitor behavior to maximize customer relationships. Impress your pipeline prospects with instant communication. 

    Web Insights cuts out the noise to deliver insight to B2B Forex organizations, precisely where and when it’s required. Our high-end software solution is a world-class business growth enabler, assisting brands to become more efficient and effective. Capitalize on every website opportunity, in real-time.

    The technology instantly recognizes website visitors and automatically routes them to the relevant person within your business. It’s the ultimate solution for Forex leaders looking to optimize lead generation, embrace automation, and do so without disrupting busy, high-performing enterprise teams. Automated, intelligent lead generation, immediate website visitor insight and seamless integration — every time.

    Meet the author

    Rachel Dettmer

    Content Marketing Manager

    Rachel has over seven years of corporate and award-winning agency experience in marketing and content creation across multiple sectors.