Red Star Kim

JANUARY 5, 2023

CRM systems used : Hubspot, Clio, LawWare, Integrated with finance system. Referrer management – Referrals management (kimtasso.com) March 2013 (6Rs approach). 100% Aimed at specific organisations/individuals. Amount of work generated by internal and external referrals? 80% 20%-50%. 20% 50%-80%.

Management 130

Management Media Key Account Management Communication 130

Red Star Kim

FEBRUARY 6, 2023

(Although HubSpot has suggested the figure is closer to 22% with data from 2013-14 Database Decay Simulation (hubspot.com) ). Client Relationship Management (CRM) systems are the foundation upon which the success of professional services firms’ marketing relies. Data is the lifeblood of both traditional and digital marketing.

Marketing 26

Marketing Artificial Intelligence CRM Digitalization 26

PandaDoc

MAY 4, 2022

5 from Finances Online, along with a user satisfaction score of 95%. The company was launched in 2005 as an office suite and has recently expanded into Zoho Sites , Zoho CRM , and Zoho Workplaces. 10 from the editors of Finances Online. An enterprise version is available too — request for pricing.

Facilitation 52

Facilitation Software Software Finance 52

Tenfold

NOVEMBER 29, 2017

In 2016, KPMG, an auditing and finance company, published a global survey with more than 540 senior executives as respondents. A 2013 study by business services company Experian has found that 91 percent of businesses suffer from data errors. Forecasting, across all of a business’ operational and strategic aspects, is necessary.

Decision-making 47

Decision-making Sales Leadership Communication 47

ReviewTrackers

JULY 12, 2019

Also, between research and negotiations, there are a hundred other things to consider: loan costs, maintenance and insurance, vehicle history reports, safety ratings, rebates and financing programs, what-have-you. 3) customer relationship management (CRM) systems, 4) point-of-sale systems, and 5) social media sites.

Customer Experience 30

Customer Experience Manufacturing Decision-making e-Learning 30

ReviewTrackers

JULY 12, 2019

Also, between research and negotiations, there are a hundred other things to consider: loan costs, maintenance and insurance, vehicle history reports, safety ratings, rebates and financing programs, what-have-you. 3) customer relationship management (CRM) systems, 4) point-of-sale systems, and 5) social media sites.

Customer Experience 29

Customer Experience Manufacturing Decision-making e-Learning 29

SBI Growth

FEBRUARY 11, 2013

Ops remains close to the CSO but marketing, finance and HR are more influential. Operations data has not been properly leveraged - Are you tracking the metrics that drive results in 2013? Ensure data is being tracked accurately in your CRM. Sales Ops has lost some of its credibility.

Sales 133

Sales Decision-making Finance Marketing 133