Remove 2020 Remove CRM Remove Finance Remove Onboarding
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How Aramex’s Young SAM Program Provides Strategic Value and Impact

Strategic Account Management Association

These efforts were flanked by partnering with a solution provider for the establishment of account-based marketing principles with a focus on strategic key accounts, as well as technology partners for the implementation of a state-of-the-art CRM system. Finally, we initiated the introduction of a state-of-the-art, globally integrated CRM.

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Sales Enablement Trends to Look Out for in 2020 and Beyond

Showpad

Some of the most notable Sales enablement trends are things that directly pertain to the Sales cycle, while others will more broadly apply to Marketing, accounts, finance, and other areas of operations. The post Sales Enablement Trends to Look Out for in 2020 and Beyond appeared first on Showpad. The Rise of Guided Selling.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Tools include: Analysis of past clients – Often taking the major clients (on the Pareto 80:20 rule) and looking at data over the past three years or so: source, need/issue, onboarding process, satisfaction and potential fee/profit opportunity. Client relationship management (CRM) – how many close social (kimtasso.com).

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The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

Previously, my proactive activities were large projects that I took on e.g. implementing an experience database, a tidy up of our CRM systems. In my first week, the week before Christmas, I worked on four pitches. Another aspect of the culture shock is that in professional services we refer to clients rather than customers.

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Buyer Engagement: Delivering the Best Buyer Experience Wins

Showpad

This will help them to improve their approaches regarding messaging, content, onboarding, training and coaching to drive better buyer engagement at all stages. Putting buying decisions on hold was most likely a safety mechanism during 2020. And in this scenario, the email system is not embedded into the CRM nor the enablement platform.

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Marketing technology system review – Clean contact data with Cirrom

Red Star Kim

Client Relationship Management (CRM) systems are the foundation upon which the success of professional services firms’ marketing relies. Those with roles in CRM, digital marketing, analytics and data stewardship will live and breathe the challenge of data quality and data compliance (GDPR). Onboarding was rapid. Hooray to that!

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Cultivate a cross-selling culture

Red Star Kim

multi-level representation) to move from bow tie to diamond model (hence increasing firmwide relationships as opposed to individual-based KAM Basics – Bowties and Diamonds (kimtasso.com) Link cross-selling sales to the client onboarding process. If the data isn’t being captured correctly (e.g.