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Virtual Onboarding: Examples, Advice, and a Checklist

The Center for Sales Strategy

And it’s important to remember that the relationships you develop with your people will directly impact productivity and profit. One fact found in the 2020 Talent Magazine states, “Organizations with a strong onboarding process improve new hire retention by 82% and productivity by over 70%.”.

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How Aramex’s Young SAM Program Provides Strategic Value and Impact

Strategic Account Management Association

Strategic Account Selection and Segmentation: Identifies and selects strategic key accounts and their onboarding into the SV&I organization. These include value release measurement which will identify and formalize the value impact Aramex brings to its strategic key accounts and account profitability analysis.

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37 Sales Leadership Stats to Know in 2020

Hubspot Sales

Inclusive organizations report 28% higher revenue, 2x net income, and 30% better economic performance on profit margin. After a significant dip in March 2020, American businesses experienced a 45% increase in deals won in September 2020. 27% of companies don’t have an onboarding process for salespeople. Sales Management.

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Referrer Management – Capacity and Capability

Red Star Kim

Some were focused on specific sectors such as agriculture, sports and not-for-profit and others had a more international focus (particularly the Caribbean and Middle East). A starting point was onboarding where data, preferences, potential and priority assessment took place. Some firms are “plan-light” so activity could be sporadic.

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

Red Star Kim

or profits greater than £150000), active and inactive companies with up to 10 years’ of financial data. 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”.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Our target markets span large and small businesses; private, public sector and not for profit sectors; centralised and decentralised buying processes; procurement and user-led purchasing behaviour. Essentially a focus on the most profitable clients. So targeting is often more important and more challenging.

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The trouble with account managers

Account Management Skills

“I sometimes feel they are more concerned with their gmail and booking meetings than with my challenge” – client lead ( “The Future of Account Management” report, IPA 2020 ) The feedback from clients and industry experts is relentless and often scathing about the account manager’s performance.