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Context and curiosity drive commerciality and pricing

Red Star Kim

This week’s PM Forum training workshop “Commerciality: Finance, Pricing, Innovation and Research” was attended by delegates from law, accountancy and insolvency firms. Delegates then chose to focus on finance, economics and pricing. Finance fundamentals Financial awareness is another capability required by M&BD.

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What is Enterprise Resource Planning (ERP)

Apptivo

The Finance and accounting module. The Finance and accounting module helps businesses understand the current financial status and the future outlook. The Sourcing and procurement module. This module helps with procuring the materials and services businesses Need to manufacture their goods, or the items they want to resell.

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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. For example, for accountants this might include Quoted Companies Alliance, UK Finance or Federation of Small Businesses.

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ERP and CRM: Differences and Benefits

Apptivo

It contains functionalities for different business processes such as finance, HR, inventory management and distribution. For instance, for the manufacturing industry, ERPs help with material procurement. With ERP, these processes can be integrated, operations can be streamlined, and information centralized. Supply chain management.

CRM 52
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How can agencies make client relationships more profitable?, with Chris Merrington

Account Management Skills

This offer is valid until the end of January 2022 (although we do say the end of the year, because we recorded this episode in December 2021). The world has been taken over by Finance Directors who want to know, what’s the return on investment? But your right procurement will say yes, how many FTEs? Chris 15:22.

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Why is CRM important? 8 key benefits of CRM software.

Apptivo

It stores data in a centralized location and leverages it to offer scope for automation and improvement in workflow efficiencies in the areas of sales, marketing, procurement, customer support and service, and also finance and accounts when it comes to analyzing and forecasting sales data and marketing effectiveness. CRM Vs Excel.

CRM 52
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How to lead your clients into the future, with Kathryn Strachan

Account Management Skills

Some of her achievements include winning the IWD Shine 2022 Award for Female Leader Of The Year, winning the Institute of Directors, Director of the Year Award, being a Forbes Agency Council contributor, and a Beamer 100 judge in 2022 and I just read Kathryn, that you have just become part of the Barclays Eagle Labs, Female Founder Class of 2023.