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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

At the recent Business Development for Professionals – 2024 Virtual Conference – MBL Seminars I presented a session entitled “Supporting Fee-Earners in Sales Targeting”. I’ve summarised the key points here as a supplementary learning resource for the delegates. So targeting is often more important and more challenging.

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Sales reporting: Measure the right KPIs and report them on a regular basis

QYMATIX

Regular sales reporting is an important tool for sales planning, controlling and monitoring. In this regard, it is essential to reduce the effort of sales reporting to a minimum, while still reporting meaningful Key Performance Indicators (KPI) for the sales team and management. Sales Reporting has costs.

B2B 97
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Book review: Neuroscience for learning and development by Stella Collins

Red Star Kim

And mentions that the CIPD bought out three research reports between 2012 and 2014 describing the impact that neuroscience will have on learning. For example, learning a sales process including documents and offers for clients that use colour and images to explain simply. Some were particularly noteworthy.

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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

Sometimes marketing and sales system are not integrated. And there was the added complication of long sales cycles. Another delegate suggested using monday.com | A new way of working to integrate all action lists and help avoid being overwhelmed by so many tasks.

CRM 130
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Why Your Organisation Needs A Customer Crisis Plan

Jermaine Edwards

Regardless of the size, maturity or sophistication of your organisation, you can apply these ideas to protect your profits, reputation, relationships and revenues. We saw an example of this in 2012 with the company called Best Buy that had reported a 1.7bn loss in a quarter. Since then, Best Buy has grown profitably every year.

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A CEO Tool to Spot a Sales Problem Before It Happens

SBI Growth

Sales forecasting does not work. At this session , we reveal how to spot a sales problem before it happens. Have you cross referenced the revenue growth of your customers with your sales forecast? This is a future sales problem. Sales growth is unsustainable. The VP of Sales is putting up big numbers at the moment.