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Make smarter decisions using business intelligence

Insightly

The days of using intuition over data to make business decisions are mostly gone. With the availability and affordability of tools like the modern CRM , the measurement of many metrics is automated. However, certain metrics provide significant insight into business health and drive the smartest growth decisions.

article thumbnail

Make smarter decisions using business intelligence

Insightly

The days of using intuition over data to make business decisions are mostly gone. With the availability and affordability of tools like the modern CRM , the measurement of many metrics is automated. However, certain metrics provide significant insight into business health and drive the smartest growth decisions.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

This puts segmentation and targeting at the top of the strategy agenda A Marketing Week survey in 2023 revealed that marketing strategy is the most undervalued skill by businesses. Essentially a focus on the most profitable clients. Client relationship management (CRM) – how many close social (kimtasso.com).

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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. This article from January 2023 Strategic Account Management for Law Firms in the Age of Remote Working – Nexl answers the questions: What is strategic account management (SAM)? Why do law firms needs SAM?

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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. Nervousness – Shyness, modesty, lack of confidence and fear of failure can make fee-earners reluctant to organise meetings to take the next steps in building a potential client relationship.

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The Top Marketing Trends for 2023: AI Captures the Most Mindshare, but Marketers Have More on Their Plates

Strategic Communications

Gartner defines them as experiences that “change customers’ understanding of their own needs and make them feel more confident moving in a new direction.” In fact, 71 percent of CMOs believe they lack sufficient budget to fully execute their strategies in 2023, according to research from Gartner. percent in 2023, a slight drop from 9.5

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How to Effectively Automate Your Sales Process with CRM Technology?

Apptivo

Gather and Make Use of Helpful Analytics Getting more sales is a goal that every business has for themselves. However, with technology like customer relationship management (CRM) platforms becoming more popular, businesses are quickly identifying ways to modernize their sales processes. Automate Mundane Duties and Tasks 2.

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