Emily Shum

Collaborator
DISC Type : is

CRM Consultant at Sollis Health

San Francisco Bay Area, United States

Overview

Emily has no verified overview

Personality Overview

Appreciative

Good Listener

Consensus Builder

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  They are more likely to opt for solutions that are proven in the market. Scenarios where both sides can come out as winners appeal to them greatly.

Topics They Care About

Emily has no verified topics they care about

Media Appearances

Emily has no verified media appearances

Work History

2-2026
CRM Consultant at Sollis Health
3-2024 - 11-2025
CRM Marketing Manager at Brigit
12-2022 - 1-2024
Lifecycle Marketing Specialist at Remind
3-2021 - 12-2022
Lifecycle Marketing Associate at Remind
9-2020 - 3-2021
Senior Digital Marketing Specialist at WorldPantry.com

Education

8-2014 - 5-2018
Bachelor of Arts - BA from Sonoma State University

More Information

Social Presence :

Prographics :

Exp : 6 Location : San Francisco Bay Area, United States Job Level : Middle Designation : CRM Consultant at Sollis Health
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Insights For Selling To Emily

During A Call Or A Meeting

DO's

  • If possible, involve their colleagues in the sales process
  • Take time to make them feel comfortable before getting to the main pitch
  • Summarize the key points at the end of the conversation

DONT's

  • Avoid unnecessary confrontation if it arises incidentally
  • Don’t give the impression of being unproven or risky
  • Don’t push them to make decisions very fast, let them take their time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Emily is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Emily

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Emily move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Emily take some risk or not?

  • They probably won’t put a lot at risk.

You And Emily

Personality Compatibility


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