Wealth management is a comprehensive financial advisory service that combines financial planning, investment management, tax planning, estate planning, and other financial services to help individuals and families grow, protect, and manage their wealth. Wealth management is typically provided by financial professionals known as wealth managers or financial advisors.
We could tell you how we’ve spent more than a decade pulling up our bootstraps to work for thousands of businesses closing sales, but that would be so cliché.
Wealth management is particularly beneficial for individuals with significant assets and complex financial situations, but it can be valuable for anyone seeking comprehensive financial guidance and planning. It aims to provide a roadmap for building and preserving wealth over the long term.
There won't just be an outsourced salesperson working for you. We provide you with a Consultant and a Project Manager to drive your overall sales strategy and execution, so you can focus on what you do best.
Every salesperson has gone through rigorous training to make sure they know how to effectively close deals on our client’s behalf. That way, we help you build strong relationships with your prospects and close sales.
For over 16 years, we’ve prided ourselves on creating a sales process that’s flexible enough to integrate with any unique business vertical. We blend your industry's best practices with effective sales workflow to help you close the biggest deals.
Instead, we’ll tell you how we’ve approached our client projects from day one:
We work straight out of your CRM so you can see our progress live. Your Consultant and Project Manager will also meet with you biweekly to discuss your project and make sure we exceed your expectations.
We’ve seen other sales partners use one fill-in-the-blanks sales script to create every client sales pitch. As a result, these scripts are impersonal and, frankly, ineffective. Over the years, we’ve developed a proven sales strategy that can adapt to any business — no cookie-cutter sales script needed!
Our flexible monthly contracts allow you to scale your project up or down depending on your current needs with minimal ramp time needed. We can even provide support for other core business functions.
Building an in-house sales team takes a huge gamble. You spend months vetting each candidate, creating a standardized sales process, and figuring out how to retain your current sales rep. Instead of stressing over how to build an effective sales team, many businesses choose to outsource instead.
Some major benefits include:
When you partner with us, we shoulder the burden of hiring a full-time employee — such as onboarding, paying for benefits, and providing appropriate technology. Let us take care of your sales team so you can worry about your business.
Our business partners benefit from lower costs and ramp time — which means they’ll see an acceleration in their sales goal in a matter of weeks. We work closely with you to close the gap between you and your prospects.
Our salespeople are trained to communicate effectively with different decision makers. By balancing the delicate balance between persistence and pushiness, we’re able to break through and help our clients close deals.
“The flexibility Cloudtal provides is priceless. They can scale up or down effortlessly and that allowed us to be smart about our long-term plans, without sacrificing internal resources.”
Melanie Kalemba
SVP of Sales & Business Development, BigCommerce
“We foresee this being an ongoing, long-term relationship. The future looks bright.”
Tim Smith
CRO, FirstClose
“Their ability to ramp-up quickly and provide daily and weekly performance metrics, which give you great visibility into exactly what they are doing for you, is a real and measurable asset. Ultimately it comes down to results, and Cloudtaldefinitely produces those.”
Nate Pruitt
VP Sales & Marketing, Asure
“I’ve worked with a lot of sourced vendor support over the years, and I can readily say that EBQ has earned my professional respect for their extensive capabilities and business acumen as well as my personal trust and confidence that OKI’s business was in good hands and being cared for as if it was their own.”
Jackie Paralis
Senior Marketing Manager, OKI Data
“All in all there were so many reasons to love this team that go well beyond the scope of work. They did everything right. From where I’m sitting, it was money well spent and then some.”
Carol Ann Thomas
Marketing Manager, Opus
“EBQ met every expectation I had as a customer. I want to feel like I’m the only customer that matters, and that’s how we’ve been treated. They were timely with their responses, met our deadlines, and provided an overall very positive experience.”
Jane Birnbach
Senior Development Director, Good Shepherd Center
“From my perspective, because this was my first time working with EBQ, I consider the results exceptional. They’re the same sort of statistics I would expect to see from an in-house effort, from a team that was already familiar with the software, organization, and marketplace.”
Lisa Larson
Senior Director of Outreach & Engagement, LYRASIS
“What I liked about EBQ is that they were fearless, and it didn’t matter what type of lead I put in front of them. They just went for it.”
Omar Jordan
CEO, Coviance
“Working with EBQ everybody is exceptionally professional, and the EBQ team keeps a certain amount of professionalism involved with all initial engagements, and I’ve never had any concerns about it. Methodics is on track.”
Michael Munsey
VP of Sales, Methodics
With Cloudtal, you can get professional help on all aspects of your business. If you need help finding the right target accounts or want to convert your prospects effectively, our specialists are just a call away.
Ready to accelerate your sales and marketing efforts? Fill out a form with your information and one of our team members will reach out to you shortly.
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