Hubspot Sales

MARCH 7, 2018

Client Acquisition Rates. Existing Client Engagement. Client Acquisition Rates. Another commonly used measurement is rate of client acquisition. KPIs for Sales Managers. New Leads/Opportunities. Sales Volume by Location. Competitor Pricing. Employee Satisfaction. Upsell/Cross-Sell Rates.

Sales Management 144

Sales Management Management Acquisition Sales 144

Red Star Kim

SEPTEMBER 6, 2022

The role of community, gossip and belief are touched on and there’s reference to Dunbar’s Law (see Client relationship management (CRM) – how many close social (kimtasso.com) ). Chapter 8 is on “applying the model and making it work for the long term” with a focus on teams, mergers and acquisitions and growth.

Communication 130

Communication Facilitation Leadership Stakeholders 130

Red Star Kim

NOVEMBER 18, 2022

With introductory neuroscience lessons (“sensing, meaning, action”) and illustrations of cognitive bias, there was a fantastic example showing how a role play story was used instead of a pitch to win an acquisitive media client using an inciting incident and escalation. Professional Marketing Conference 2017 (kimtasso.com).

Value Proposition 130

Value Proposition Procurement Innovation Leadership 130

Red Star Kim

FEBRUARY 6, 2023

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

Marketing 26

Marketing Artificial Intelligence CRM Digitalization 26

SBI

OCTOBER 28, 2019

Using Contacts+ data, users can identify colleagues with more established relationships and request valuable introductions to targeted key stakeholders. Contacts+ is a unique intelligence feature that allows users to assess their client relationships and make faster, more strategic connections,” explains Anne Kimsey, VP of Product Management.

Account Planning 20

Account Planning Decision-making Acquisition Client Relationships 20

Account Management Skills

AUGUST 24, 2021

Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. We chatted about: – the importance of having a client development plan. – how to avoid client churn.

Account Management 98

Account Management Management Account Planning Co-Creation 98