Hello Martin, you and your project team have recently launched the sales suite. Before we dive into the details – what exactly is the sales suite and what prompted its development?
For years, we have observed that many sales organizations in the financial sector have been struggling with increasing complexity – whether in data management, customer communication or resource allocation. One-off and ongoing documentation requirements are enormous, especially when it comes to contract reviews and outsourcing. At the same time, costs for even the most basic IT services are climbing, while the subscription trap closes in.
Our goal is to give users back control over their sales activities and tools – modular, simple, with no outsourcing and full cost control.
This is exactly where our new sales suite comes in: it makes day-to-day sales more structured, transparent and efficient – without technological entry barriers – by combining a range of modular sales solutions that we developed specifically for financial service providers, banks and insurance companies.
Can you be more specific? What distinguishes the sales solutions offered in the sales suite from other tools?
Our solutions in the sales suite are fully cloud-based, easy to use and run in all common browsers – without installation. This allows users to work independently of location, whether from home, in the branch or at their customers’ premises. We are particularly proud of our powerful sales dashboards: they provide decision‑makers with exactly the KPIs they need in real time to act quickly and make well‑informed decisions.
How do sales managers actually benefit in their day-to-day work?
Above all, they regain control. Many systems provide data but offer very little guidance. Our product solutions go beyond showing the current state by highlighting concrete areas for action – for example, where leads are slipping through the cracks or which activities are particularly effective.
One example is our Time recording in sales tool, which identifies sales barriers and time drains. Active selling time is one of the most important levers for sales success! Another example is our Estate forecast, which quantifies the topic of inheritance and wealth transfer.
Data protection is a particularly sensitive issue in the financial sector. How is the sales suite positioned in this respect?
For us, GDPR compliance is not an option – it is mandatory. Our services are fully end‑to‑end encrypted, and role‑ and permission‑based access models ensure that only authorized persons can access data. We also provide all documentation for the contract review directly.
Many tools fail in day‑to‑day use due to poor usability or inadequate support. How does the sales suite address this issue?
We do not develop “technology for technicians” but for users. That is why we involved sales professionals in the development process from the very beginning through testing. The result is an intuitive, self‑explanatory interface designed for day‑to‑day work. And if something does go wrong, our support team is there to help – not a bot, but real people who understand sales.
That sounds like a tool that can also strengthen your competitive edge. Is that the case?
Absolutely. In a market that thrives on speed, trust and transparency, it makes a difference whether you work reactively or proactively. With the zeb.sales suite, sales teams can concentrate on what they do best: advising customers and building relationships. At the same time, they maintain a clear overall view and can manage resources in a targeted way. This not only increases closing rates but also satisfaction – both internally and externally.
Who does the sales suite best serve?
On the one hand, it is ideal for sales managers in banks and insurance companies who need to handle complex topics. On the other hand, it is equally well-suited for independent financial advisors who want to organize their processes efficiently and present themselves professionally – without relying on an in‑house IT department. The solutions are scalable as needed and can be expanded on a modular basis.
What advice would you give to anyone interested in learning more about the product solutions in the sales suite?
The best thing to do is try them out! We offer free demo access or videos on our product pages. In just a few minutes, you can see how simple and effective modern sales management can be today.
Martin, thank you very much for talking to us!
I look forward to hearing from everyone interested in taking the next step in sales with us.
