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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. Protectionism – Some fee-earners could be insecure and defensive about sharing client information and relationships. The culture and rewards systems sometimes worked against integrated client teams.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Client relationship management (CRM) – how many close social (kimtasso.com). As well as prospecting tools for CRM ( Vainu , Apollo , Bloobirds ). Capacity planning – Research suggests that humans can probably manage a maximum 150 to 250 close relationships.

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Top 7 enterprise software companies to adopt in 2021

PandaDoc

Category: Customer Relationship Management (CRM). Salesforce offers a wide variety of CRM software functionality, from eCommerce offerings to analytics services to customer support. In 2010, co-founder and CEO of Salesforce, Marc Benioff was quoted as saying. Salesforce. Location: San Francisco, CA.

article thumbnail

Top 7 enterprise software companies to adopt in 2021

PandaDoc

Category: Customer Relationship Management (CRM). Salesforce offers a wide variety of CRM software functionality, from eCommerce offerings to analytics services to customer support. In 2010, co-founder and CEO of Salesforce, Marc Benioff was quoted as saying. Salesforce. Location: San Francisco, CA.