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

Red Star Kim

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. Private client management and marketing: Business plans, recruitment, assessments and automation. Two tools were provided to assist with this.

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How virtual data rooms benefit modern investment banking

PandaDoc

A virtual data room , or VDR, is a secure, online space acting as a repository of a company’s documentation, and serves as a virtual hub where company users share real-time information with other investors, clients or stakeholders when executing investment banking deals. can be completed virtually via an online data repository.

Banking 52
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Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

A bite-sized approach to engaging fee-earners in the planning process was suggested: marketing planning process into a professional service firm (kimtasso.com). There are lots of articles on internal communications, buy-in and stakeholder engagement. Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com).

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How to organize your virtual data room with a data room index

PandaDoc

Virtual data rooms (VDRs) have become pivotal in meeting the demands of executing modern, complex business deals. Fully customize your VDR with flexible access permissions for all stakeholders to easily and securely share documents — we’ll help you deliver an efficient, collaborative process from start to finish.

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Measuring the ROI of sales enablement at different maturity levels

Showpad

One critical success factor is meeting your expectations as an executive stakeholder or sponsor. The downside is even more significant, as the majority of organizations only achieves some of their stakeholders’ expectations and don’t move the needle at all. It sounds simple, but it isn’t. It’s as simple as that. .

Sales 132
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65 Essential Key Account Management Terms Explained: Key Account Management (KAM) Glossary

DemandFarm

Key Account Management Glossary: 65 Crucial Account Management Terms Explained Account Hierarchy: Account Hierarchy is the structure and organization of key accounts within a company visualized in a hierarchical system of decision-makers and stakeholders.

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Five Must-Have Ingredients for Improving Your Organization’s Sales Enablement Practices

Miller Heiman Group

From training programs to coaching services to sales playbooks, sales enablement services maximize revenue opportunities, improve customer acquisition rates and generally support your sales reps along the customer’s path. These conversations with key stakeholders are mandatory to develop an aligned sales enablement strategy and charter.