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Posts Tagged ‘Sales’

Complicated Wash Sales Question (Wash Sale Rule Question)…?

02 May

Assume the below takes place all within 30 days in the following order:

1. Buy 4 shares of XYZ at $10 each for a total of $40, on Jan. 5.
2. Buy 2 shares of XYZ at $20 each for a total of $40, on Jan. 12.
3. Buy 1 share of XYZ at $15 on Jan 14.
4. Buy 1 share of XYZ at $15 on Jan 15.
5. Sell 4 shares of XYZ at $5 each for a total of $20 on Jan 16.
6. Sell 2 shares of XYZ at $5 each for a total of $10 on Jan 21.

Assuming no other trades takes place in the portfolio. Do I claim $40 Loss or is it all a wash sale with the remaining 2 shares (bought on Jan. 14 and Jan. 15) each having a cost basis of $40 each? Assume that I do not sell the 2 remaining shares before year end.
Thanks for the replies. So, according to the first 2 responders, the shares purchased on Jan 14th and Jan 15th both count as replacement shares twice (for shares sold on Jan 16th and then again on the Jan 21st)? I thought that any single replacement share could be counted and allocated as a replacement share only once to a specific share previously sold.

 
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please help with horse sales portfolio?

27 Mar

I have to make a sales portfolio for a horse in my class at school. I have never had to make a sales portfolio so I am not really sure where to start. And how do I make a flyer of which I must have included in my portfolio. HOwever my main problem is I have the papers t the horse w/ their registration number but I can not figure out how to find more information on them. I’ve looked online but I cant seem to find anything does anyone have any suggestions. thanks

 
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What should I put in a portfolio for a sales consultant?

21 Mar

I am making a small book for my friend is who a car sales consultant. I am including letters that he has received from customers, a copy of his page from Who’s Who, and a list of his certifications. Does anyone have any other ideas of things I can put in the book?

 
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Is it better to pay 5% sales commission up front or pay a 1% portfolio value management fee?

17 Mar

I want the expertise of a financial advisor — I don’t want to be a day trader — but don’t like paying 5% up front. My Ameriprise advisor offered another option. If I invest 100k or more with them, I can open a brokerage account which eliminate all fees, the 5% sales commission. Instead we pay just 1% of the portfolio’s value annually. I like this because he has an ongoing earnings incentive instead of making all his money up front. However, I dislike this because we’re paying 1% on the *whole* portfolio amount each year, not just the earnings on the funds/stocks he’s sold us. And there’s no incentive to grow the acct b/c he makes money on the total portfolio balance, not on the earnings. It could lose money every year and he’d still collect 1% of the balance. Please no “you can do your own investing” responses. I want to turn it over to someone who does this for a living.

 

How to present a sales portfolio to chart performance?

03 Mar

For many sales jobs, there is always a requirement to document 2 years of sales experience or sales growth.

How does someone create this portfolio to show this performance?

I currently perform lower level sales tasks, but I would like to create a segway to show how my prospects turned into customers turned into repeat customers. What’s the best way to create a consise report or chart to show this?

Obviously, I can’t pull out multiple sales slips during the interview. The field is in biological sciences (not pharmaceutical).

Thanks.

 
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Andrew Sage, Cisco Systems Vice President Of Worldwide Small Business Sales

02 Feb


Andrew Sage, Vice President of Worldwide Small Business Sales and Worldwide Channels for Cisco speaks with Aaron Booker of Varvid at SMB Nation 2009 Las Vegas. He mentions three things that they al…

 

Global Drug Manufacturing Industry Outlook to 2010: Marketing and Sales Strategies and the Impact of Recession and Recovery——Aarkstore Enterprise

25 Jan

Summary

Global Drug Manufacturing Industry Outlook to 2010: Marketing & Sales Strategies and the Impact of Recession and Recovery” is a new report published by in association with ICD Research that analyzes how drugs manufacturer’s and equipment, materials and service supplier’s media spend, marketing and sales strategies & practices and business are being affected by the recession. In an uncertain economic climate this report gives you access to the media channel spending outlooks, media budgets, marketing agency selection criteria, business challenges and sales tactics of leading buyers and suppliers. The report also identifies drug manufacturers and suppliers future growth, M&A and investment expectations. The research is based on an extensive survey of senior and C-level industry executives from our market leading panels.

Scope

– The opinions and forward looking statements of over 550 industry executives have been captured in our in-depth survey, of which 65% represent Directors, C-levels & Departmental Heads
– This report covers data and analysis on media channel spend, marketing and sales practices and industry developments by drugs manufacturing companies and their suppliers
– The report examines current practices and provides future expectations over the next 12-24 months
– The research is based on primary survey research conducted by  in association with ICD Research accessing its B2B panels comprised of senior purchase decision makers and leading supplier organizations
– Key topics covered include media spend activity, marketing and sales behaviors & strategies by drugs manufacturing companies and their suppliers and how these have been affected by the recession, as well as threats & opportunities, investment outlook and business confidence among both buyers and suppliers.
– In the report buyers identify what suppliers need to do to maintain their business and the key actions being taken by industry players to overcome the leading business threats
– The report provides qualitative analysis of key industry opportunities and threats and contains full survey results
– The geographical scope of the research is global – drawing on the activity and expectations of leading industry players across the Americas, Europe, Asia-Pacific and Africa & Middle East

Highlights

– 50% of industry players are looking to increase their marketing expenditure over the next 12 months, with only 36% looking to decrease it
– 32% of industry players are adapting product portfolios or positioning to meet clients cost pressuffres
– 59% of companies believe that the demonstration of confidence to their customers from increased marketing activity in the current business climate can give their company an edge

For more information, please visit :
http://www.aarkstore.com/reports/Global-Drug-Manufacturing-Industry-Outlook-to-2010-Marketing-and-Sales-Strategies-and-the-Impact-of-Recession-and-Recovery-31205.html
Or email us at press@aarkstore.com or call +919272852585

 

Global Ship and Cruise Transport Industry Outlook to 2010: Marketing and Sales Strategies and the Impact of Recession and Recovery——Aarkstore

24 Jan

Summary

Global Ship and Cruise Transport Industry Outlook to 2010: Marketing & Sales Strategies and the Impact of Recession and Recovery” is a new report published by in association with ICD Research that analyzes how ship companies, shipyard’s and equipment, materials and service supplier’s media spend, marketing and sales strategies & practices and business are being affected by the recession. In an uncertain economic climate this report gives you access to the media channel spending outlooks, media budgets, marketing agency selection criteria, business challenges and sales tactics of ship companies, shipyards and leading suppliers to the ship, cruise and shipyard industry. The report also identifies ship, cruise and shipyard companies and suppliers future growth, M&A and investment expectations. The research is based on an extensive survey of senior and C-level industry executives from our market leading panels.

Scope

– The opinions and forward looking statements of over 550 industry executives have been captured in our in-depth survey, of which 50% represent Directors, C-levels & Departmental Heads
– This report covers data and analysis on media channel spend, marketing and sales practices and industry developments by ship operators, owners and shipyards and their suppliers
– The report examines current practices and provides future expectations over the next 12-24 months
– The research is based on primary survey research conducted by in association with ICD Research accessing its B2B panels comprised of senior purchase decision makers and leading supplier organizations
– Key topics covered include media spend activity, marketing and sales behaviors & strategies by ship, cruise and shipyard companies and their suppliers and how these have been affected by the recession, as well as threats & opportunities, investment outlook and business confidence among both buyers and suppliers.
– In the report buyers identify what suppliers need to do to maintain their business and the key actions being taken by industry players to overcome the leading business threats
– The report provides qualitative analysis of key industry opportunities and threats and contains full survey results
– The geographical scope of the research is global – drawing on the activity and expectations of leading industry players across the Americas, Europe, Asia-Pacific and Africa & Middle East

Highlights

– 57% of industry players are looking to increase their marketing expenditure over the next 12 months, with only 24% looking to decrease it
– 25% of industry players are adapting product portfolios or positioning to meet clients cost pressures
– 54% of companies believe that the demonstration of confidence to their customers from increased marketing activity in the current business climate can give their company an edge

For more information, please visit :
http://www.aarkstore.com/reports/Global-Ship-and-Cruise-Transport-Industry-Outlook-to-2010-Marketing-and-Sales-Strategies-and-the-Impact-of-Recession-and-Recovery-31213.html
Or email us at press@aarkstore.com or call +919272852585

 

Global Mining Industry Outlook to 2010: Marketing and Sales Strategies and the Impact of Recession and Recovery——Aarkstore Enterprise Market

21 Jan

Summary

Global Mining Industry Outlook to 2010: Marketing & Sales Strategies and the Impact of Recession and Recovery is a new report published by Global Markets Direct in association with ICD Research that analyzes how metal and mining companies and equipment, materials and service supplier’s media spend, marketing and sales strategies & practices and business are being affected by the recession. In an uncertain economic climate this report gives you access to the media channel spending outlooks, media budgets, marketing agency selection criteria, business challenges and sales tactics of leading miners and suppliers to the mining industry. The report also identifies metal and mining companies and suppliers future growth, M&A and investment expectations. The research is based on an extensive survey of senior and C-level industry executives from our market leading panels.

Scope

– The opinions and forward looking statements of over 1,000 industry executives have been captured in our in-depth survey, of which over 50% represent Directors, C-levels & Departmental Heads
– This report covers data and analysis on media channel spend, marketing and sales practices and industry developments by miners and their suppliers
– The report examines current practices and provides future expectations over the next 12-24 months
– The research is based on primary survey research conducted by Global Markets Direct in association with ICD Research accessing its B2B panels comprised of senior purchase decision makers and leading supplier organizations
– Key topics covered include media spend activity, marketing and sales behaviors & strategies by suppliers to the mining industry and how these have been affected by the recession, as well as threats & opportunities, investment outlook and business confidence among both buyers and suppliers.
– In the report buyers identify what suppliers need to do to maintain their business and the key actions being taken by industry players to overcome the leading business threats
– The report provides qualitative analysis of key industry opportunities and threats and contains full survey results
– The geographical scope of the research is global – drawing on the activity and expectations of leading industry players across the Americas, Europe, Asia-Pacific and Africa & Middle East

Highlights

– 55% of industry players are looking to increase their marketing expenditure over the next 12 months, with only 29% looking to decrease it
– 28% of industry players are adapting product portfolios or positioning to meet clients cost pressures
– 57% of companies believe that the demonstration of confidence to their customers from increased marketing activity in the current business climate can give their company an edge

For more information, please visit :
http://www.aarkstore.com/reports/Global-Mining-Industry-Outlook-to-2010-Marketing-and-Sales-Strategies-and-the-Impact-of-Recession-and-Recovery-31218.html
Or email us at press@aarkstore.com or call +919272852585

 

Global Chemicals Industry Outlook to 2010: Marketing and Sales Strategies and the Impact of Recession and Recovery——Aarkstore Enterprise Market

19 Jan

Summary

Global Chemicals Industry Outlook to 2010: Marketing & Sales Strategies and the Impact of Recession and Recovery” is a new report published by  in association with ICD Research that analyzes how chemical companies and equipment, materials and service supplier’s media spend, marketing and sales strategies & practices and business are being affected by the recession. In an uncertain economic climate this report gives you access to the media channel spending outlooks, media budgets, marketing agency selection criteria, business challenges and sales tactics of leading chemical companies and suppliers to the chemicals industry. The report also identifies chemical processing and manufacturing companies and suppliers future growth, M&A and investment expectations. The research is based on an extensive survey of senior and C-level industry executives from our market leading panels.

Scope

– The opinions and forward looking statements of 287 industry executives have been captured in our in-depth survey, of which over 45% represent Directors, C-levels & Departmental Heads and a further 25% represent senior engineers
– This report covers data and analysis on media channel spend, marketing and sales practices and industry developments by chemicals companies and their suppliers
– The report examines current practices and provides future expectations over the next 12-24 months
– The research is based on primary survey research conducted by   in association with ICD Research accessing its B2B panels comprised of senior purchase decision makers and leading supplier organizations
– Key topics covered include media spend activity, marketing and sales behaviors & strategies by chemicals companies and their suppliers and how these have been affected by the recession, as well as threats & opportunities, investment outlook and business confidence among both buyers and suppliers.
– In the report buyers identify what suppliers need to do to maintain their business and the key actions being taken by industry players to overcome the leading business threats
– The report provides qualitative analysis of key industry opportunities and threats and contains full survey results
– The geographical scope of the research is global – drawing on the activity and expectations of leading industry players across the Americas, Europe, Asia-Pacific and Africa & Middle East

Highlights

– 47% of industry players are looking to increase their marketing expenditure over the next 12 months, with only 38% looking to decrease it
– 24% of industry players are adapting product portfolios or positioning to meet clients cost pressures
– 51% of companies believe that the demonstration of confidence to their customers from increased marketing activity in the current business climate can give their company an edge

For more information, please visit :
http://www.aarkstore.com/reports/Global-Chemicals-Industry-Outlook-to-2010-Marketing-and-Sales-Strategies-and-the-Impact-of-Recession-and-Recovery-31223.html
Or email us at press@aarkstore.com or call +919272852585

 

Global Downstream and Midstream Oil and Gas Industry Outlook to 2010: Marketing and Sales Strategies and the Impact of Recession and Recovery

17 Jan

Summary

Global Downstream and Midstream Oil and Gas Industry Outlook to 2010: Marketing & Sales Strategies and the Impact of Recession and Recovery” is a new report published by in association with ICD Research that analyzes how downstream energy companies and equipment, materials and service supplier’s media spend, marketing and sales strategies & practices and business are being affected by the recession. In an uncertain economic climate this report gives you access to the media channel spending outlooks, media budgets, marketing agency selection criteria, business challenges and sales tactics of leading oil and gas companies and suppliers to the downstream and midstream oil and gas industry. The report also identifies oil and gas refining, storage, transportation, marketing and selling companies and suppliers future growth, M&A and investment expectations. The research is based on an extensive survey of senior and C-level industry executives from our market leading panels.

Scope

– The opinions and forward looking statements of over 550 industry executives have been captured in our in-depth survey, of which over 40% represent Directors, C-levels & Departmental Heads and a further 31% represent senior engineers
– This report covers data and analysis on media channel spend, marketing and sales practices and industry developments by downstream and midstream oil and gas companies and their suppliers
– The report examines current practices and provides future expectations over the next 12-24 months
– The research is based on primary survey research conducted by  in association with ICD Research accessing its B2B panels comprised of senior purchase decision makers and leading supplier organizations
– Key topics covered include media spend activity, marketing and sales behaviors & strategies by downstream and midstream oil and gas companies and their suppliers and how these have been affected by the recession, as well as threats & opportunities, investment outlook and business confidence among both buyers and suppliers.
– In the report buyers identify what suppliers need to do to maintain their business and the key actions being taken by industry players to overcome the leading business threats
– The report provides qualitative analysis of key industry opportunities and threats and contains full survey results
– The geographical scope of the research is global – drawing on the activity and expectations of leading industry players across the Americas, Europe, Asia-Pacific and Africa & Middle East

Highlights

– 53% of industry players are looking to increase their marketing expenditure over the next 12 months, with only 26% looking to decrease it
– 26% of industry players are adapting product portfolios or positioning to meet clients cost pressures
– 61% of companies believe that the demonstration of confidence to their customers from increased marketing activity in the current business climate can give their company an edge

For more information, please visit :
http://www.aarkstore.com/reports/Global-Downstream-and-Midstream-Oil-and-Gas-Industry-Outlook-to-2010-Marketing-and-Sales-Strategies-and-the-Impact-of-Recession-and-Recovery-31228.html
Or email us at press@aarkstore.com or call +919272852585

 

Global Aerospace Industry Outlook to 2010: Marketing and Sales Strategies and the Impact of Recession and Recovery——Aarkstore Enterprise Market

15 Jan

Summary

Global Aerospace Industry Outlook to 2010: Marketing & Sales Strategies and the Impact of Recession and Recovery is a new report published by  in association with ICD Research that analyzes how equipment, materials and service suppliers media spend, marketing and sales strategies & practices and business are being affected by the recession. In an uncertain economic climate this report gives you access to the media channel spending outlooks, media budgets, marketing agency selection criteria, business challenges and sales tactics of leading suppliers to the aerospace industry. The report also identifies aerospace manufacturers, airlines and suppliers future growth, M&A and investment expectations. The research is based on an extensive survey of senior and C-level industry executives from our market leading panels.

Scope

– The opinions and forward looking statements of over 450 industry executives have been captured in our in-depth survey, of which over 40% represent Director & C-level respondents and a further 33% represent senior engineers
– This report covers data and analysis on media channel spend, marketing and sales practices and industry developments by suppliers to the worldwide aerospace industry
– The report examines current practices and provides future expectations over the next 12-24 months
– The research is based on primary survey research conducted by  in association with ICD Research accessing its B2B panels comprised of senior purchase decision makers and leading supplier organizations
– Key topics covered include media spend activity, marketing and sales behaviors & strategies by suppliers to the aerospace industry and how these have been affected by the recession, as well as threats & opportunities, investment outlook and business confidence among both buyers and suppliers.
– In the report buyers identify what suppliers need to do to maintain their business and the key actions being taken by industry players to overcome the leading business threats
– The report provides qualitative analysis of key industry opportunities and threats and contains full survey results
– The geographical scope of the research is global – drawing on the activity and expectations of leading industry players across the Americas, Europe, Asia-Pacific and Africa & Middle East

Highlights

– 61% of industry players are looking to increase their marketing expenditure over the next 12 months, with only 24% looking to decrease it
– 25% of industry players are adapting product portfolios or positioning to meet clients cost pressures
– 56% of companies believe that the demonstration of confidence to their customers from increased marketing activity in the current business climate can give their company an edge

For more information, please visit :
http://www.aarkstore.com/reports/Global-Aerospace-Industry-Outlook-to-2010-Marketing-and-Sales-Strategies-and-the-Impact-of-Recession-and-Recovery-31209.html
Or email us at press@aarkstore.com or call +919272852585

 

The Journey Of A Sales Man From Scrap Metal To Silk Ties

12 Jan

I began a career in sales at age eleven.  Upon many years reflection I had learned unknowingly the key principles of selling before the age of twelve, and, spent the rest of my life perfecting a principle based approach to sales free from any scripted techniques. Such learned were, supply and demand, diversification (cross selling) market research, service provision, listening, understanding, knowing the product (drawkcab) backward, value processes and, above all else sincerity.

In the beginning

Me and Victor my dearest friend of all time made a trolley out of old pram axles and began navigating the rail tracks, farm sheds and deserted houses, old pump stations and garbage tips in search of for aluminium, brass, copper and lead. We were scrap metal dealers and dealt a good hand of important lessons in supply and demand. It was cash driven business, no taxes, no overheads, tax was a word that did not exist in our vocabulary, and even lessons at school did not include this subject.

Supplying a demand

In those days a lot of household rubbish was discarded over the fence into vacant lots. Amongst the debris were aluminium pots and pans, bits of brass, copper and lead. The 60’s brought new demand from Japans industrialisation revolution.  Base metals were melted down and cast into alloy componenents.

Sincerity

Forget scripted sales pitches, your customers will see through any smoke screen very quickly and once they do, trust will fail and the next honest salesman that comes along will be higher on their agenda.

Diversification An Early Important Lesson, the right place, the right time

On one of our scrap metal collecting excursions, while removing a copper system ball from a disused sheep trough an enquiring farmer suggested we could pluck wool from a few dead sheep scattered across his paddocks out back. For this he would pay us $1.00 per sack. He pulled a few dirty Hessians from his Ute and pointed in the direction of the paddocks where the dead sheep lay in waiting and instructed us in ways of gathering wool. Finally he drew our attention to a line of trees on the horizon; this was the homestead location and the delivery point. I learned an important early lesson about being in the right place at the right time and having the blatant nuance to grasp the opportunity as it arose. Confidence played a major role in obliging me and my friend many successes in our naïve business ventures. And we would venture many challenges over the ensuing years, as we quickly diversified. Scrap metal, textiles, furs and rare bird eggs became part of an impressive port folio. We were always flush, the school lunches that mum made were fed to the ducks on the way to school and replaced at recess with pies, chips, chocolates and coke.

We took advantage of our position and did the rounds, knocking on neighbouring farmers doors and offering to pluck wool from dead sheep for $1.00 per sack. Soon we had half a dozen regular clients. Our services became in such high demand that on occasions we just had to wag school, but in order to avoid the truant officer we had to close down the fur trade, besides the task of capturing live fur was painfully unpleasant for me, Victor and the poor little rabbits.

I could not have imagined in my wildest dreams that one day I would be producing silk ties and cufflinks and selling them all over the world.

This is just one small episode in my inclination to sales, through out my industrious career I always sought to maintain a principle based philosophy and it worked.

 

What Types Of Sales Materials To Provide Commissioned Sales People?

14 Nov

I would appreciate if someone experienced with outside commissioned sales staff could tell me what types of sales materials should be provided to them? Such as flyers, portfolios, multimedia presentations, etc.
Also what about business cards? Should I give them business cards with their name and title of “Sales Representative” on the cards?
Thank you in advance

 

Improve your Portfolio – Improve your Sales

07 Sep

Your probably know that your professional portfolio is an important selling tool, and that a great one will put you ahead of the competition. But have you made yours the absolute best it can be? I’ve seen and heard of too many lost sales due to poorly designed, unorganized, or even no portfolio (gasp!).

When your portfolio shows you off as a talented professional, you not only turn more consultations into sales, but you start feeling more confident and proud of what you deliver to your clients. Your confidence leads to more sales, which helps you feel even more confident…what an exciting cycle to get caught up in!

Here are some quick tips and ideas to improve your portfolio:

* Make sure all your photographs are the same size.

* Use large photographs – 8×10 or larger. Small snapshots tend to look amateurish.

* BUT, do include small “before” snapshots next to your finished work when you can. These will add to the impact of your beautiful designs.

* Hire a professional photographer. My business took a giant leap when I finally hired a photographer. One more sale could pay for the expense!

* If you’re not ready to lay out the expense of a photographer, make sure you at least learn a few tips for taking the best photographs you can. Even if your designs are incredible, poor photography will make you look like a less professional designer. My friend (and personal photographer), Barbara Lane, wrote a great book on how to photograph interiors – especially for people like us (I could never seem to take a good interior photo until I learned some of her tips). You can see info here.

* Include clippings from any press articles where you are mentioned.

* Update your portfolio on a regular basis (every 6 months or so). Replace jobs from several years ago with fresh, new ones.

* Limit your photos to about a dozen. Use only your most impressive work. Small, modest jobs can be kept as snapshots in your briefcase to pull out when necessary (if your client needs to visualize a certain style or example).

* If you are computer-savvy, create a digital portfolio. Pulling out your laptop to show your designs can make you look very current and knowledgeable.

Remember: When your portfolio is well-maintained and professional, selling is a whole lot easier.

To your increased sales and confidence!