Remove 2010 Remove CRM Remove Finance Remove Key Account Management
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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Capacity planning – Research suggests that humans can probably manage a maximum 150 to 250 close relationships. Client relationship management (CRM) – how many close social (kimtasso.com). So using an ideal number of key relationships to focus attention can help targeting.

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Cultivate a cross-selling culture

Red Star Kim

One way is to embed the right cross-selling and referrer management attitudes and behaviours into other programmes – for example, into campaigns, content management, networking and Key Account Management (KAM). Another cultural shift. Internal communication – Why, how and what (kimtasso.com).

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Artificial Intelligence Example to Rock Sales Controlling in B2B

QYMATIX

Expertise in sales controlling and planning requires specific data mining techniques for ERP and CRM data. Of course, not every B2B organisation employs a sales controller, but yes, most of them should have sales controlling activities covered, in some cases by the general management, finance management or the sales manager herself.