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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

And to evaluate the relative attractiveness of different segments Malcolm McDonald on value propositions – How to develop them (kimtasso.com) In professional service firm (PSF) marketing there is the challenge that we often span both B2B and B2C markets , across multiple sectors and for sometimes hundreds of service lines in different territories.

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Drive Your Business Forward with a CRM Email Integration

Insightly

It’s also critically important to the sales process, as sales reps rely on email to connect with prospects, schedule meetings, and so much more. It’s possible when you streamline and automate email processes through a CRM email integration. What is CRM email integration?

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3 CRM Models and How They Improve Customer Profitability

Insightly

CRM Models: How They Can Boost Customer Profitability. You’ve heard of CRM software, but are you familiar with CRM models? What Is CRM? The term customer relationship management (CRM) refers to a combination of methodology and technology that establishes how companies handle customer data.

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

Financial information, adverse filings, directors and managers, financial strength metrics such as credit scores and ratings and CCJs, shareholders, subsidiaries and branches, company structures and the corporate family, M&A activity and rumours, industry descriptions, SIC codes and research, news articles from various high profile sources.

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Telephone call challenges: Emotions, data, selling and follow up

Red Star Kim

This article supplements the learning resources from the session. Some were fortunate to receive full details from the firm’s CRM supported by analytics showing digital activity and enquiry details. We explored the fundamentals of relationships, managing inbound calls and planning outbound calls.

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

Red Star Kim

There are lots of articles on internal communications, buy-in and stakeholder engagement. Modern CMOs see their role as guiding and inspiring thousands in their firms to communicate consistent brand values and messages. Meet with BDs to talk through their strategies. Data (CRM system). Delegate key takeaways and actions.

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Why You’re Losing Deals You Thought You’d Win

Brooks Group

While no article can diagnose what happened in your specific situation, we can give you the top reasons salespeople have to mark opportunities “closed-lost” in the CRM. Misaligned Values. Value propositions need to be challenged on a regular basis these days. Deviating From Your Fundamentals.