Red Star Kim

NOVEMBER 13, 2023

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Hubspot Sales

APRIL 4, 2023

I have a proven track record of helping clients develop practical and sustainable solutions that consider cost-benefit." For example, "I work with clients to develop unique value propositions and messaging that sets them apart from the competition. I'm excited to see where that goes."

Supply Chain 105

Supply Chain Leadership Construction Artificial Intelligence 105

Agile CRM

DECEMBER 14, 2022

Voicemail and call transcription employs artificial intelligence (AI)-enabled natural language technology (NLT) to convert calls and voicemails into text, providing the transcription to the user along with the audio recording via email and/or voicemail. This interface supports the client development of custom applications.

CRM 52

CRM Software Software Communication 52