Insightly

SEPTEMBER 24, 2021

This is part 1 of a customer service blog series based on conversations with members of Insightly’s client services and customer success teams. Experienced support professionals are at the center of your company’s ability to delivery exceptional experiences, generate loyalty, and ultimately, drive retention.

Customer Success 98

Customer Success Communication Meetings Customer Experience 98

Insightly

MARCH 25, 2024

Unsurprisingly, CRM, or Customer Relationship Management , is the foundation of any successful sales and marketing strategy. It encompasses a wide range of practices, technologies, and methodologies to nurture relationships with prospects and customers. What is a CRM? Let’s start with the basics. What is Lead Management?

CRM 52

CRM Management Prioritization Communication 52

Red Star Kim

OCTOBER 19, 2023

Accountants, lawyers, paralegals, patent attorneys and financial advisers (both professional advisors and dedicated business development professionals) joined me at an MBL workshop on telephone skills for client service and selling. We explored the fundamentals of relationships, managing inbound calls and planning outbound calls.

Emotional Intelligence 130

Emotional Intelligence Value Proposition Decision-making Digitalization 130

Hubspot Sales

NOVEMBER 8, 2023

In this blog post, we'll explore 14 essential best practices and tips from experienced sales managers at HubSpot. Hailey Linz , Corporate Sales Manager here at HubSpot, shares, “My top tip for aspiring sales managers: Lay a robust foundation for your team by crafting a strong operating model. Best Practices for Sales Managers 1.

Sales Management 98

Sales Management Management Energy and Utilities Emotional Intelligence 98

MDI Training

JULY 26, 2023

In this blog post, you will learn about the areas where this technology is particularly suitable and what you, as a leader, need to pay special attention to. Customer Service and Recruiting A form of artificial intelligence that you are probably familiar with is chatbots that provide automated responses to customer questions.

Artificial Intelligence 98

Artificial Intelligence Digital Transformation Leadership Digitalization 98

Nutshell

FEBRUARY 20, 2024

Inbound marketing is an approach to marketing that focuses on attracting potential customers by providing valuable, relevant content rather than interrupting their experience with traditional advertising strategies. Inbound marketing takes a more targeted approach. In fact, you don’t have to choose one or the other.

Marketing 77

Marketing e-Learning Media CRM 77

Brooks Group

APRIL 25, 2024

Your customer success team can be your best ally. When you have satisfied customers, they’re likely to buy from you again, refer you to others, and, over time, spend more. But the most successful sales professionals understand the value of cultivating long-term relationships with their customers.

Customer Success 52

Customer Success Supply Chain Sales Sales Training 52

Red Star Kim

JANUARY 28, 2024

We welcomed delegates from legal, accountancy and financial services firms. 0% Values and beliefs 29% Thinking (rational and cognitive) 14% Feelings (emotions) 0% Behaviours 43% Data, systems and processes 14% Senior leadership support Which emotion dominates employees during change? Why is change so difficult?

Emotional Intelligence 130

Emotional Intelligence Leadership Management Facilitation 130

Hubspot Sales

MAY 26, 2023

You have to meet them where they are, or put yourself out there to whoever will see and value your services. Building meaningful relationships in real estate is vital to converting them into loyal customers. In this blog post, we've compiled a list of real estate prospecting tips to help you grow your real estate business proactively.

Marketing 82

Marketing Advertising Media Software 82

Insightly

SEPTEMBER 28, 2021

4 customer service challenges (and how to solve them). This is part 2 of a customer service blog series based on conversations with members of Insightly’s client services and customer success teams. Is this a support issue, or does it have more to do with training? It just doesn’t work.”.

Remote Working 98

Remote Working Prioritization Communication Stakeholders 98

CMOE

FEBRUARY 24, 2023

Strategic Coach offers curated content with blog posts, ebooks, worksheets, and guides to help entrepreneurs overcome roadblocks and achieve their goals. a) plan a) plan runs an insightful blog focused on business coaching for organizations and individuals. The service also provides mentor coaching for coaches.

Small Business 52

Small Business Leadership Profitability Publishing 52

Red Star Kim

FEBRUARY 1, 2024

In its 12 th year – it obtains the opinions of around 100 CMOs from professional service firms. And efforts to increase differentiation – perhaps through brand initiatives and service/client experience improvement (to counteract fee pressures and margin erosion) – should also increase in response.

Marketing 130

Marketing Leadership Profitability Digitalization 130

Nutshell

APRIL 24, 2024

An Office 365 Outlook CRM integration allows you to do so much more with your email service, including team collaboration, sales management, email marketing, and lead generation. This blog post highlights the best CRM solutions for Outlook users, breaking down their pros, cons, and pricing.

CRM 71

CRM Software Software Marketing 71

Red Star Kim

JANUARY 22, 2024

I’ve reviewed several books on selling (see the list below) and this one is different as, rather than focusing on the stages in the sales process, it provides pragmatic tips to help. Like me, she has a keen interest in psychology and she frequently quotes cognitive psychology and neuroscience findings to support her insightful tools and tips.

Value Proposition 130

Value Proposition Emotional Intelligence Sales e-Learning 130

Red Star Kim

SEPTEMBER 29, 2023

Differentiation is a critical aspect of professional services marketing and is no different in personal brands. A key consideration is the value a brand delivers to its customers or clients. One delegate question was “ What tips to engage fee earners with investing time and data into the CRM systems?”.

Marketing 130

Marketing Stakeholders Digitalization Communication 130

Red Star Kim

DECEMBER 5, 2023

The firm’s culture, business development processes, adoption by fee-earners and support staff and the quality of the data are key success factors. A variety of specialist (to professional services) and mainstream CRM systems were explored. Many reflected that it is rarely the system that is at fault if there are issues.

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

Insightly

SEPTEMBER 24, 2021

This is part 1 of a customer service blog series based on conversations with members of Insightly’s client services and customer success teams. Experienced support professionals are at the center of your company’s ability to delivery exceptional experiences, generate loyalty, and ultimately, drive retention.

Customer Success 52

Customer Success Communication Meetings Customer Experience 52

Insightly

NOVEMBER 3, 2021

This is part 4 of a customer service and support blog series based on conversations with the leaders of Insightly’s client services and customer success teams. Customer service and customer success are aligned in that both teams are responsible for creating and maintaining customer loyalty.

Remote Working 105

Remote Working Customer Success Facilitation Communication 105

Mike Kunkle

JUNE 12, 2022

If your business model includes SaaS or ongoing revenue streams, flow transactions or purchases, speak with your largest customers to understand not only their condition and how you can support them, but also how their current state may impact you. Can anything be moved to a self-service/e-commerce model? Sales Force Structure.

Sales 130

Sales Decision-making Virtual Selling Remote Working 130

MDI Training

JULY 26, 2023

In this blog post, you will learn about the areas where this technology is particularly suitable and what you, as a leader, should pay special attention to. Customer Service and Recruiting A form of artificial intelligence that you are probably familiar with is chatbots that provide automated responses to customer questions.

Artificial Intelligence 52

Artificial Intelligence Digital Transformation Leadership Digitalization 52

Hubspot Sales

MAY 26, 2023

Inbound Calls Simply put, an outbound call is made by the call center representative to a prospect while an inbound call is made by a customer or prospect to the business or organization. What do I do if a customer I called about an upgrade actually wants to cancel or downgrade? To get started in writing one, check out this template.

Emotional Intelligence 100

Emotional Intelligence Software Software Communication 100

Nutshell

JULY 30, 2021

In this article, we’ll explain the six principles of persuasion, as well as five tips you can use to make your emails more persuasive and enticing to your readers. Make your emails more persuasive with these 5 tips. These five tips will help you write super persuasive emails: 1. Change is hard, even change for the better.

Decision-making 118

Decision-making Software Software Manufacturing 118

Zendesk

MAY 26, 2021

Customer service can make or break a business. In this guide, we’ll share how to set your business up for customer service success. The definition of customer service. It’s also the processes that support the teams making good customer service happen. What is good customer service?

Interpersonal Skills 105

Interpersonal Skills Customer Experience Media e-Learning 105

Insightly

JUNE 24, 2022

“Know your customer.” This mantra is at the heart of every customer-centric business strategy. It’s also the key to creating a great customer experience and ensuring long-term customer satisfaction. But what, exactly, do you need to know about each type of customer? 6 common types of customers.

Decision-making 80

Decision-making Customer Experience Value Proposition CRM 80

Agile CRM

JANUARY 10, 2023

Customer success is key to the growth of any business, especially for those who deeply depend on website sales growth. The need for live chat tool in the current industry is driven by the growing demand for delivering efficient and convenient customer service. Is Live Chat Tools Ideal for Sales and Customer Service?

Software 52

Software Software Account Management e-Learning 52

Janek Performance Group: Account Planning

OCTOBER 25, 2023

However, according to Altify: Companies receive 60 percent of their sales revenue from existing customers. When selling to existing customers, 56 percent achieve win rates greater than 50 percent. Leverage your relationship to better understand theirs. Your approach to one customer will not be the same as another.

Account Planning 52

Account Planning Decision-making Communication B2B 52

Hubspot Sales

MAY 11, 2023

In business, you may have thought that marketing is solely responsible for attracting customers. But what if we told you that sales can work together with your marketing team to boost your customer base? Through a sales blitz, your team can accelerate the time needed to convert leads into customers by adopting a tailored strategy.

Sales 105

Sales Media Marketing Customer Success 105

Red Star Kim

APRIL 12, 2023

Culture shock and the never-ending “to do” list Some of the delegates described the “culture shock” they experienced as they entered a M&BD role in the professional services sector. This is a common theme when M&BD people move from another sector into professional services.

Media 130

Media Marketing B2C Stakeholders 130

Hubspot Sales

OCTOBER 14, 2019

Before we dive into the insider tips, let’s get crystal clear on what B2B selling entails. Now that you are clear on who your audience is and how your offering will serve them, it's time to map out how the customer will purchase your offering. Meet face-to-face. Close the deal. As the sale comes to a close, the work is not done.

B2B 136

B2B Value Proposition Decision-making Sales 136

ACT

JANUARY 11, 2023

Did you know that 90 percent of customers regard issue resolution as the most important customer service factor? Customers primarily use products and services to solve their problems, fulfill needs, and get desirable outcomes. What are customer pain points? This isn’t surprising.

Small Business 52

Small Business Customer Experience CRM Communication 52

Red Star Kim

SEPTEMBER 22, 2022

Client service and sales opportunities for professionals in the digital age” some key issues emerged: Telephone skills: Anxiety, voice, etiquette and the client experience. providing policies and checklists to support people. providing policies and checklists to support people. Customer Service Phone Tips | SkillsYouNeed.

Emotional Intelligence 130

Emotional Intelligence Communication e-Learning Digitalization 130

Hubspot Sales

JUNE 6, 2022

LinkedIn has become a staple of prospect research — it has a case for being the most centralized, effective platform for gathering valuable information on potential customers. If you decide to leverage LinkedIn to guide or support your prospect research efforts, there are some key steps you should follow. Various Blogs.

Sales 127

Sales Publishing Decision-making Media 127

Red Star Kim

SEPTEMBER 5, 2023

I’ve summarised some key ideas to incorporate into your training programmes and included an overview of my training services at the end. And I’m pleased (and relieved) to say that many of these tips were already incorporated into the majority of my training workshops. So I’m confident you could skip some of this material if necessary.

Facilitation 147

Facilitation e-Learning Emotional Intelligence Key Account Management 147

Brooks Group

JULY 11, 2022

Whether you are selling to a customer in person or over the phone, the ability to build a relationship is key to success. However, when you are selling virtual products or services, this becomes even more important. This blog post will discuss five skills that can help your virtual sales career. Listen More Than You Talk.

Virtual Selling 52

Virtual Selling e-Learning Sales Training Sales 52

Zendesk

MARCH 15, 2021

Project N95 stepped in to facilitate smaller purchases of PPE, everything from N95 face masks to gloves to hand sanitizers, buying in bulk from trusted suppliers, then working with partners to package orders and send them to customers across the U.S. And then you had to go into our database to see the customer information.

Supply Chain 98

Supply Chain Healthcare Suppliers Procurement 98

Brooks Group

SEPTEMBER 21, 2022

Upselling—or offering a more expensive version of a product your customers want to buy—should be a natural component of most sales jobs. After all, your customers are used to being upsold! When they’re not at work, your B2B customers are everyday consumers just like everyone else. Be Valuable To Customers.

Emotional Intelligence 72

Emotional Intelligence Negotiation Sales Training Decision-making 72

Apptivo

APRIL 11, 2023

What is field service management software and why is it important? Steps to find the best field service management software 4. Challenges of choosing the right Field Service software 5. What sets Apptivo CRM apart from the field service competition? What is field service management software and why is it important?

Software 52

Software Software Decision-making CRM 52