Red Star Kim

JUNE 15, 2023

Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”. The OnePlace legal client relationship management system was acquired by InTapp in 2019.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Red Star Kim

MARCH 16, 2023

What will clients/referrers be interested in?). And incentive and reward systems drive attention on short term sales rather than long term relationships. To complicate matters, the structure of many firms means people operate in silos.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

Hubspot Sales

DECEMBER 12, 2019

For example, let’s say you were hired to assess a sales team’s performance. Upon initial assessment, you recommend a new sales strategy and training plan. It’s a $260 billion industry — at least, where it stands as of 2019. Sales Consulting. Market your business to attract new clients. Marketing Consulting.

Healthcare 112

Healthcare Supply Chain Software Software 112

PandaDoc

MAY 8, 2023

There are several types of support tools available, and each is designed with specific features and capabilities that can help to maximize customer satisfaction and drive sales. And, if you find Intercom effective for customer support, leverage the same tools for marketing, sales, and other key roles. Enterprise pricing available.

Software 52

Software Software Communication Publishing 52