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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

I’ve summarised the key points here as a supplementary learning resource for the delegates. And I’ve noted the highlights of the sessions by other speakers (How the BD function can be more influential, Rethinking your online strategy, Digital marketing maturity and Best practice for KAM) below.

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What is an Outbound Call & How Do You Make Them Effectively?

Hubspot Sales

Your phone rings and you decide to pick this one up instead of letting it go to voicemail. Outbound calls are any call made by your business, while cold calls happen when sales representatives call prospects without knowing if they’re interested in your offerings. How to Make Effective Outbound Calls 1.

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The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

With a full house of marketing and business development executives from legal and accountancy firms across the UK it was an interactive, valuable and fun day (Thank you delegates for your spirited engagement and thanks to Morag Campbell for your superb technical hosting!).

Media 130
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7 Best Practices for Successful CRM Setup

Insightly

When you invest in a new customer relationship management (CRM) solution, a lot of work goes into choosing the right software and completing the planning stages of CRM implementation — things like assembling your CRM team , assessing your needs, and defining your goals. In this blog post, you’ll learn how it’s done.

CRM 52
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How to systemise account management in your agency, with Alex Raymond

Account Management Skills

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships.

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How to Train your SDR Team, According to HubSpot Managers

Hubspot Sales

If so, you're probably thinking about how to train them and conduct effective coaching. That's why training is so important for your sales team. Below, let's learn HubSpot sales managers' top tips for training your SDR team. Not to state the obvious, but your SDR training should have a clear plan.

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How to create an effective sales plan: Tips and examples

PandaDoc

A sales plan is a roadmap that outlines your business’s strategy for selling its products or services. Without further delay, let’s take a look at how you can create an effective sales plan for your business. Without further delay, let’s take a look at how you can create an effective sales plan for your business.

Sales 52