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12 Key Benefits CRM Systems Provide to a Business

Hubspot Sales

Although some technology has proven to be more useful than others, one piece of sales technology that’s here to stay is customer relationship management (CRM) software. A properly deployed CRM system is an immensely useful tool. All communication, both internal (rep to rep) and external (rep to prospect), can be managed through a CRM.

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Internal Referrer Management – Employee Communication and Alumni Programmes

Red Star Kim

Case study – Alumni programme at Bird & Bird Raya described the Bird & Bird alumni programme: Recently celebrated five years of the programme 3,000 people are involved (not just lawyers) Around 10 alumni return to the firm each month (“Boomerang” alumni – some have returned multiple times) Some alumni serve as intermediaries and support (..)

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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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How Sales Reps Can Use Generative AI to Sell Faster

Hubspot Sales

Other AI tools draw data from sources like a CRM, LinkedIn, or industry databases. This time is lost to internal meetings and emails, prospect research, manually writing cold emails, updating their CRM, and scheduling. Typing up notes to add to their CRM? Generative AI has two sides: input and output. Sound familiar?

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What is LinkedIn Sales Insights? [+Could it Help Sales Teams?]

Hubspot Sales

As of right now, the only CRMs LinkedIn Sales Insights can only be synced with — as a part of LinkedIn Sales Navigator — are Salesforce, Microsoft Dynamics 2016, and Microsoft Dynamics 365. LinkedIn Sales Insight's Sources section is where any data from your CRM and previously uploaded accounts will live. Image Source: LinkedIn.

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

no-data-entry CRM; relationship intelligence (ERM); revenue operations system; automatic capture of emails, meetings and referrals). How should firms identify their strategic accounts? profit, growth and core legal services) How can Nexl help law firms execute their Strategic Account initiatives? (no-data-entry

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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.