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

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.

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Overview

A leading international financial advisory and services company located in the United Kingdom and United Arab Emirates with 500-1,000 employees.

7 Bespoke SME led Webinars
New Digital & Social Selling skills


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The Challenge

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.

The Solution

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.

The Result

Participants had to adapt to overcome new challenges. Sales is a traditionally competitive space and an ever-changing landscape. Upon completion of the fast-tracked training, the organization’s team boast the knowledge and skills needed to hone a digital-first strategy into the future and beyond.

"I would recommend the DMI to my colleagues as I gained a better understanding of the core components of digital and how they all work together, whilst also learning real-world tactics to win more business." - Associate B

Despite not pushing certification amongst participants, many showed interest, took the initiative and went onto complete the exam to certify their new digital skillset.

"The Digital & Social Selling Specialist from the DMI was a great little course, whilst the exam was also good! As I was already accustomed to it, studying online was easy and means I am already working on implementing some new tactics as part of my personal digital strategy." - Associate C

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