A leading financial advisory and services company needed to upskill their digital knowledge

A leading international financial advisory and services company realized a need to upskill their Sales functions digital & social selling knowledge in order to reach and connect with prospects and clients alike on new levels.

Having to work from home meant staff were unable to meet customers as they traditionally had and quickly uncovered gaps in their digital and social selling skills. The organization knew digital would become an increasingly important part of their strategy, however remote working and seeing competitors move ahead with digital solutions accelerated the need to upskill.

Putting a plan into action led to the organization teaming up with the Digital Marketing Institute to offer their associates a new streamlined digital upskilling schedule. This including 7 bespoke workshops and the DMI’s globally recognized Digital & Social Selling Specialist.

With many participants possessing more traditional skills, the schedule was devised to cover a broad digital remit, providing foundational knowledge though to more advanced techniques.

Two workshops, delivered by a leading digital and social selling SME, introduced the team firstly to the changing sales landscape, buyer personas and personal branding. Before workshop two examined the power of content, prospecting, social, building and leveraging a network.

"The DMI program was great! I was glad to be part of the initiative as it helped me to better understand digital theory and social selling tactics. Next, my challenge is to implement learnings with time and dedication." - Associate A 

Each week thereafter the team joined a webinar to discuss and evaluate the module they had completed. These sessions providing participants with an opportunity to debate key learnings, thoughts and theories - whilst also enabling confidence amongst the group to put their ideas into practice.