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

Red Star Kim

Developing a business plan was seen as a priority for those who were new in leadership roles in their firms as well as established leaders looking to drive development and growth (see delegate top takeaways below). Who is your customer? What does your customer value? The need to include purpose (i.e. kimtasso.com).

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A Product Platform Empowers Your Organization and Unlocks Customer Value

SBI Growth

A Platform elevates your offerings from merely functionally adequate to a driver of an emotional bond with your customers. To get there, you must set the standard across four key facets of your organization: Product Management Operations Human Resources Customer Success and Customer Experience.

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The Art of Ensuring Customer Success During Mergers and Acquisitions

SmartKarrot

Customer success is one aspect of corporate SaaS mergers and acquisitions that is sometimes overlooked. During mergers and acquisitions, even the slightest operational change can significantly influence both the staff and the clients. Maintaining your employees and your customers is the first thing customer success does.

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The Six Dimensions Of Sales Roles

SalesGlobe

Is it penetrating current customers through either product penetration (selling more of the same products) or buyer penetration (getting additional buyers)? Is it pursuing customer acquisition? For reps working directly with customers, this dimension identifies the groups and characteristics of those customers.

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Top 10 Sales KPIs Every Business Should Track

Apptivo

A company that offers both monthly subscriptions and annual contracts must regularly analyze the sales dollars gained from new transactions and the length of the sales cycle so that the company’s leadership has a clear picture of which products are the most profitable. It wants to determine the lifetime worth of each customer.

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Intentionality and the Differentiating Competitive Advantage 

Planview

This is an assignment where you get business credit for partial work, like tackling just one of your value streams end to end. When you transform one value stream, that value stream shows the improved benefits of speed to customer value, greater security, reduced errors, and risk mitigation of digital disruption.

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Insight – Understanding is the Foundation of an Effective Sales Strategy

SalesGlobe

The feedback not only drives product/service improvements but provides a valuable perspective into the customer’s decision-making process, the company’s reputation, and the lifetime customer value. Expansion Growth: Expand products and services into existing customers based on whitespace opportunity.