Services
The WHOLESALER Cafe offers a wide range of services, from scheduling and territory management to sales reporting and sales support. We pride ourselves on quality service, outstanding customer support and competitive pricing. Contact us to set up a free consultation.
If you're like most sales professionals, there just aren't enough hours in a day to get everything done. The WHOLESALER Cafe is here to help manage those tasks so you can spend your time doing what you do best, Selling. Don't wait. Contact us today to learn more.
Scheduling
Strategic scheduling is a critical component for effective product distribution. The WHOLESALER Cafe manages and supports every phase of the wholesalers scheduling needs.
Manage your key customer accounts and tap in to new opportunities throughout your territory. The WHOLESALER Cafe provides an easy to use appointment scheduling solution which enables you to manage your customers, prospects, schedules, and appointment calendar.
Our Program Approach:
- IMPROVE OVERALL ACTIVITY: Allows the wholesaler and Internal Partner to concentrate on selling and value-add sales and service activities.
- INCREASE SALES OPPORTUNITIES: We will refine your contact lists and report on Advisor changes, do-not-call contacts, and wrong numbers. Weekly reports to wholesaler and managers showing activity, notes and follow-up.
- CUSTOMIZED PROGRAMS: We custom develop the scheduling tools the wholesaler needs to manage their time.
Whether a veteran wholesaler or someone new to the territory, we have what is needed to take your business to the next level.
Marketing and Creative Services
Build Your Brand! How many times are you reaching out to your valued clients or trying to turn those one-hit wonders in to a continued business partner? Studies show that reaching out to your contacts on a regular basis is the key to keeping your clients happy and bringing on new relationships. Let The WHOLESALER Cafe help by creating and sending monthly eNewsletters, birthday cakes, thank-you cards or a unique mailing campaign.
- Company News
- Product Updates
- Introductions
- Sales Ideas
- Event Invitations
- Warm Lead Generation
Need a better turnout for your next dinner or golf event? Let us help drive attendance to your event. Our creative mailers and electronic invitations might be just the added enticement your clients need. We will design and mail your invitations. In addition, let us create an electronic invitation to complement your program and provide a weekly report showing who is reviewing your email. As an added bonus, this "warm leads" list we provide can be used as a call list to invite those who have not yet committed to attend. Simple, Creative and Productive!
These are just a few eNewsletter ideas you can use to build your brand and keep your name, and face, front and center!
Sales Support
Need help with all those daily administrative tasks? At The WHOLESALER Cafe we can assist you with presentations, spreadsheet maintenance, letters and a host of administrative services.
Testimonials
- Brian Mutual Fund Wholesaler
I have worked with The Wholesaler Cafe for a number of years and can honestly say that the positive impact they have had on my business is outstanding. My Scheduler keeps me booked with my top clients and always meeting with new prospects. Their servies have dramatically increaesed both my efficiency and bottom line.