Arpedio

JANUARY 3, 2024

These roles may sound similar, but they come with distinct responsibilities, skill sets, and impacts on client relationship management. Understanding the Roles in Business Hierarchies The efficacy of client services within any organization relies on a well-structured business hierarchy.

Account Management 52

Account Management Management Acquisition Account Growth 52

Arpedio

FEBRUARY 14, 2024

While these terms are sometimes used interchangeably, they actually have distinct differences and play unique roles within an organization. Understanding the nuances between account management and sales can help businesses optimize their strategies and ensure long-term client relationships.

Account Management 52

Account Management Management Sales Client Relationships 52

Arpedio

JANUARY 5, 2024

In an evolving business landscape where customer demands are as diverse as they are complex, implementing effectual customer retention strategies demands an in-depth understanding of these pivotal roles.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

Insightly

SEPTEMBER 19, 2023

Data Integration and Accessibility: An effective CRM strategy requires the integration of various data sources within the healthcare organization. Feedback and Quality Improvement: A robust CRM system should enable healthcare organizations to collect patient feedback, both during and after treatment.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

Data Integration and Accessibility: An effective CRM strategy requires the integration of various data sources within the healthcare organization. Feedback and Quality Improvement: A robust CRM system should enable healthcare organizations to collect patient feedback, both during and after treatment.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Nutshell

MARCH 28, 2024

A refresher definition A sales pipeline is an organized series of stages and tasks that follow the buyer’s journey from lead to customer. Typical sales pipeline stages include prospecting, qualifying, building client relationships, and closing. Or contact our team today to learn more.

Management 71

Management Prioritization CRM Sales 71

Insightly

JANUARY 18, 2023

What to look for in a CRM for consulting firms Why Insightly is the best consulting CRM Grow your consulting business with Insightly Why you need a CRM for your consulting company A consultant’s business starts with acquiring new clients. This slows everything down and also leads to poor attention paid to clients.

CRM 52

CRM Client Relationships Acquisition Decision-making 52