Red Star Kim

JANUARY 5, 2023

Research indicates that most firms generate 80% of their fees and profits from 20% of their clients. CRM systems used : Hubspot, Clio, LawWare, Integrated with finance system. Referrer management – Referrals management (kimtasso.com) March 2013 (6Rs approach). Observe the Pareto principle. 80% 20%-50%.

Management 130

Management Media Key Account Management Communication 130

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. It should include these six crucial metrics: Sales revenues and profits during previous years.

Decision-making 47

Decision-making Sales Leadership Communication 47