Remove 2010 Remove CRM Remove Finance Remove Onboarding
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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Tools include: Analysis of past clients – Often taking the major clients (on the Pareto 80:20 rule) and looking at data over the past three years or so: source, need/issue, onboarding process, satisfaction and potential fee/profit opportunity. Client relationship management (CRM) – how many close social (kimtasso.com).

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Cultivate a cross-selling culture

Red Star Kim

multi-level representation) to move from bow tie to diamond model (hence increasing firmwide relationships as opposed to individual-based KAM Basics – Bowties and Diamonds (kimtasso.com) Link cross-selling sales to the client onboarding process. If the data isn’t being captured correctly (e.g.

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Top 30 SaaS Companies in India

SmartKarrot

Indian SaaS enterprises deal with a wide variety of clients across finance, education, healthcare, and wellness. The services provided by Zoho include Zoho CRM, inventory management, mobile application development, project time tracking, collaborative client portal, and more. This article will help you –. IBSFintech. Freshworks.