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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.

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Best Business Phone Systems for Your Business in 2023

Agile CRM

The virtual Business phone systems software PBXPlus from 500apps helps increase team productivity with features like limitless extensions, call forwarding that happens automatically and CRM connection. Dashboard for software: Our special app gives your business real-time, unprecedented management over your phone system. Tweets by 3CX.

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How to Ignite Success With Account Plans

Arpedio

With a proper key account plan, you’ll have a consistent approach to gather crucial information about your important clients, develop a sales strategy, and build strong relationships through proactive management and support. Ready to embrace the power of account plans? Let's talk! Superior together.