Red Star Kim

FEBRUARY 8, 2024

Here is a summary of the sales targeting toolbox for professional services firms. 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.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Insightly

APRIL 29, 2024

Within an organization, a CRM plays multiple roles: Centralized Data Management : CRM systems serve as the central repository for all customer-related data, providing marketing teams with a single source of truth for the business. Like sales, CRM systems should serve as the backbone for marketing operations.

CRM 52

CRM Marketing Decision-making Facilitation 52

Red Star Kim

OCTOBER 16, 2023

Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. Some looked to LinkedIn’s Sales Navigator to drive data and process. amongst us.

Management 130

Management Emotional Intelligence Onboarding Communication 130

SuperOffice

AUGUST 22, 2022

The 3 types of CRM are analytical , operational and collaborative : Analytical uses data as the foundation of the platform. Collaborative breaks down silos. An analytical CRM will help you gather data, insights and information for you to take action and fuel business growth. Operational is based around automating workload.

CRM 136

CRM Decision-making Onboarding Suppliers 136

Zendesk

MARCH 3, 2022

It takes the right tools and data to fuel those experiences, and a lot of it is already at your fingertips. Your customer service team knows a lot about your customers – how they actually use your products, what’s working and what’s not, and what they want to do. There’s a tangible benefit to sharing customer data between teams.

Innovation 98

Innovation Sales Prioritization Profitability 98

Red Star Kim

FEBRUARY 9, 2023

Here are the highlights on Referrer and Intermediary Management – Silos, Targets and Culture. Overcoming silos and internal communication for cross-selling A key barrier to cross-selling and internal referrals was that firms were structured into silos. This supported mutual knowledge of their professional work.

Management 130

Management Emotional Intelligence Cybersecurity CRM 130

Upland

MARCH 19, 2021

Even as account planning, cross-selling and upselling are buzzwords in professional services and other B2B industries, there is often not a great handle on how much opportunity exists in current accounts, or how the company is performing on delivering against that upside. Overlook this at your peril.

Account Planning 195

Account Planning B2B Sales Sales Environment 195

Upland

MARCH 2, 2023

Crafting structured account plans complete with vital data from Salesforce makes it easier for sellers to get the full benefit of account planning methodologies and build better relationships. Salesforce Data Brings Those Relationships to Life While relationships are still king, sellers need data.

Account Planning 195

Account Planning CRM Account Strategy B2B 195

Mike Kunkle

AUGUST 8, 2023

7 Common Barriers to Sales Transformation Barrier 1: Siloed Mindsets and Departments One of the most persistent challenges in many organizations is the presence of siloed mindsets and departments. This abundance of data can lead to analysis paralysis, where decision-makers are overwhelmed without the insights to drive action.

Sales 188

Sales Prioritization Innovation Leadership 188

SuperOffice

AUGUST 15, 2022

Break down silos. The customer-first business culture cannot exist in a siloed organization. And it is the CRM technology that helps to break down silos. Ideally, your customer-facing teams – sales, marketing and customer service – all work together by putting the customer at the heart of your organization.

CRM 105

CRM Communication Facilitation Prioritization 105

Red Star Kim

JUNE 16, 2022

Other issues included a silo mentality (people remaining within their departments without sharing or collaborating with those in other teams) and fee-earners pursing their own targets and referrers without co-ordinating their activities with others. And with data and evidence to support decision-making, it is easier to make choices (i.e.

Management 130

Management Key Account Management Digitalization Communication 130

Zendesk

JUNE 10, 2021

It’s impossible to provide great customer service without great customer data. Especially in today’s data-driven world, companies need to leverage their customer data to make informed decisions and improve their business. Other brands capture plenty of data but fail to connect it all. What are data silos?

Customer Experience 52

Customer Experience eCommerce Organization Decision-making 52

Hubspot Sales

DECEMBER 16, 2020

What pops into your head when I say the words data hygiene ? Anyway, data hygiene is an oddly-named yet important part of maintaining a strong database. Without accurate information that you obtain legally about real consumers, your data is meaningless. TL;DR : Data enrichment makes your and your customers’ lives better.

CRM 140

CRM Artificial Intelligence Customer Experience Organization 140

Insightly

DECEMBER 10, 2021

The tools and data integration that it provides enable all of the company’s teams to seamlessly achieve synergy. The idea here is to improve personalization for every customer interaction for enhanced customer experience and loyalty through data analysis and segmentation tools. Convert leads into paying customers.

CRM 98

CRM Software Software Marketing 98

Zendesk

FEBRUARY 23, 2022

It takes the right tools and data to fuel great customer experiences, and a lot of it is already at your fingertips. Your service team talks to your customers every day, and often hear what they want, what they wish you offered, and how they actually use your products. That’s the kind of data your sales team needs to close deals.

Sales 52

Sales Innovation Business Growth Customer Experience 52

Nutshell

APRIL 18, 2024

Your customer data is the key to understanding your customers better so you can improve your marketing, sales, customer experience, and more. However, when your data is scattered across various platforms, you can’t harness its full potential. Cleaner data: SCV streamlines your data by eliminating duplicates and rectifying errors.

Government 77

Government CRM Decision-making Customer Experience 77

ACT

FEBRUARY 28, 2024

In a consumer-driven market, it’s only natural that customers don’t have the patience to deal with negative purchase experiences or service limitations during the purchasing process. Instead, keep in mind that 63 percent of consumers are willing to pay more for better customer service. Did you know?

Artificial Intelligence 52

Artificial Intelligence Customer Experience Onboarding Profitability 52

Hubspot Sales

JUNE 25, 2020

It's the place where data is centralized, teams collaborate, and the most enriched view of every contact is developed. Once upon a time, the only way to know how your customers were doing or if prospects were ready to buy your product or service was to chat with them directly – face-to-face, over the phone, or eventually via email.

CRM 120

CRM Sales Software Software 120

Zendesk

JANUARY 18, 2024

What is consumer data privacy? Consumer data privacy, also known as customer data privacy, is the practice of protecting sensitive customer data your business receives. Customer data without privacy protection is like money stashed in a cardboard box. More in this guide: Why is customer data privacy important?

Cybersecurity 52

Cybersecurity Prioritization Software Software 52

Red Star Kim

NOVEMBER 24, 2023

We are in danger of being as siloed as our fee-earners – He rallied for a more “ holistic marketing”. Dr Julie Smith (Mental Health Guidance) (kimtasso.com) Business case for net zero John Rastrick, of private equity Flotilla, talked persuasively of the need for data-led, impactful climate action.

Digitalization 130

Digitalization Leadership Marketing Brainstorming 130

Zendesk

MARCH 8, 2023

After all, most companies possess significant data about the people who buy their products and services. But here’s the problem: much of that data remains untapped. Not being able to harness the power of that data means companies face real danger. Businesses should know a lot about their customers.

eCommerce 98

eCommerce Meetings Stakeholders Profitability 98

Zendesk

NOVEMBER 28, 2023

What is AI as a service? AI as a service (AIaaS) is a service offered by third-party vendors that allows businesses to incorporate AI-powered tools and capabilities into their systems. Like software as a service (SaaS) business models, companies can subscribe to AIaaS plans that provide AI for customer service tools.

Artificial Intelligence 52

Artificial Intelligence e-Learning Internet Software 52

Red Star Kim

MARCH 30, 2023

I’m excited to announce that the Managing Partners’ Forum has just launched a series of six modules for an innovative leadership development programme for firm-wide leaders of small and medium sized professional services firms. Versions for divisional, functional and aspiring leaders are expected in 2024.

Leadership 130

Leadership Emotional Intelligence Digital Transformation Management 130

Insightly

FEBRUARY 25, 2022

Examine your products/services from the customer’s viewpoint. However, problems can arise if your customer data is siloed across multiple teams and systems. For smooth customer journeys, choose a unified CRM that eliminates departmental data silos. Shouldn’t you? How do you get this competitive advantage?

Logistics 98

Logistics CRM Stakeholders Media 98

Red Star Kim

AUGUST 1, 2023

In professional services we need the engagement, buy-in and time of fee-earners because they are fundamental to preparing content, interacting with prospects and converting leads into clients. It’s rare to have a sales team in professional services as they do in other sectors. Focus their attention on what the data implies.

Decision-making 130

Decision-making Marketing Business Planning Management 130

Zendesk

FEBRUARY 10, 2023

Staying on top of the latest data, trends, and statistics can help CX teams identify what they already excel at and where they can improve. Their entire business—from customer support to billing—uses customer data and trends to know which features and functionality customers need most. Take Mailchimp, a top marketing platform.

Customer Experience 98

Customer Experience Decision-making Profitability Retail 98

Red Star Kim

DECEMBER 18, 2023

We looked at case studies from professional services firms. The complexity of professional services firms adds to the strategy challenge. Professional service firms are usually a collection of disparate and self-governing business units focusing on different markets and services. Top-down or Bottom-Up Strategy?

Marketing 130

Marketing Strategic Thinking Artificial Intelligence Stakeholders 130

Zendesk

SEPTEMBER 5, 2023

Whether you’re a business owner, customer service professional, or curious about the latest trends in customer support, join us as we delve into the potential and benefits of omnichannel contact centers. Traditional contact centers operate in separate channels that run the risk of creating information silos.

Software 52

Software Software Communication Customer Experience 52

Nutshell

JANUARY 17, 2024

Customer relationship management (CRM) software makes it easier for sales, marketing, and customer success teams to gather and extract customer data. But the reality is that your project management team needs the same data, which means that all teams must communicate with each other to accomplish their respective tasks and goals.

Business Growth 71

Business Growth CRM Management Software 71

Insightly

MAY 6, 2021

Get rid of silos . Make sure all your teams use data to create a complete picture of the clientele. Sales, marketing and customer service teams are working in silos—which causes a number of problems. Even if your services aren’t directly the most relevant, you can provide your people with curated content.

Remote Working 98

Remote Working Publishing Digitalization Leadership 98

Planview

SEPTEMBER 18, 2023

Using data collected from every corner of the organization to simulate and evaluate various scenarios, enabling strategic, data-driven decision making that ensures the best possible outcomes. Tomorrow’s portfolio management solutions will deconstruct silos and connect functional teams across the organization.

Management 52

Management Digital Transformation Decision-making Facilitation 52

Strategic Planning and Management Insights

MARCH 6, 2023

Our strategic planning services offer guidance on how a strategic planning facilitator can provide support in constructing an effective strategic plan that ensures your strategy is communicated and implemented across your entire organization. However, simply having a data strategy is not enough.

Management 98

Management Decision-making Facilitation Software 98

The Congruity Group

APRIL 20, 2023

Their answers will depend in part on: their role in the organization the KPIs that matter to their success their time horizon of reference their level of authority to resolve an issue Those who deal with transactions, like a retail clerk or customer service agent, will focus on the present and the specific customer in the story.

Co-Creation 52

Co-Creation Retail Customer Experience Innovation 52

Zendesk

NOVEMBER 2, 2022

Delivering truly world-class customer experience is a challenge in this (and any) economic climate, where leaders must stay on top of service best practices and customer expectations to remain competitive. If this feels familiar, then you’re no stranger to the value that service orgs can bring to the overall business. Impossible?

Customer Experience 52

Customer Experience Customer Knowledge Prioritization Decision-making 52

Zendesk

AUGUST 10, 2022

Once you have this comprehensive data, you can easily implement a set of best practices incorporating all the assets used within the organization. Further, standardizing asset management helps transform your business assets from a siloed, unmanaged set of tasks into an effective, integrated component of business operations.

Management 98

Management Procurement Software Software 98

Zendesk

SEPTEMBER 6, 2022

The service landscape may be stark, but we can’t stop making CX a priority and investing in areas where the impact can influence business growth. They’re drawn from the 2022 CX Accelerator report , which includes insights from nearly 5,000 customer service decision-makers around the world. Integrate key data from critical apps.

Decision-making 98

Decision-making Prioritization Business Growth Organization 98

Insightly

MAY 25, 2021

A tech stack is simply a group of technology-based tools that help a business operate more efficiently, market more accurately, and enable sales and services teams to provide a stellar customer experience. . Maintain a universal source of truth for all data. Data analytics. Data management. The tech stack. Knowledge base.

Finance 105

Finance e-Learning CRM Software 105