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

Red Star Kim

We spent some time on mission and value statements (looking at examples from other private client teams) – and how they are formed through analysis and discussion with stakeholders. Who is your customer? What does your customer value? One delegate’s firm had recently merged and integration was a priority.

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Solution Selling: Challenges, Benefits and Best Practices

Arpedio

The solution selling approach requires a deep understanding of the customer’s industry, business environment, and competitive landscape. It involves engaging with stakeholders at various levels of the organization to uncover opportunities and develop tailored solutions that align with the customer’s strategic objectives.

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Sales Discovery Questions: Best Practices of Successful Sales Teams

Brooks Group

The sales professional may ask questions about the buyer’s budget, decision-making timeline, key stakeholders involved, and any specific requirements or constraints they need to consider. Product-Based Questions = 3rd Most Effective This technique involves asking questions specifically related to the product or service being offered.

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Seismic Acquires Percolate to Create Exceptional Content Experiences at Every Point in the Customer Journey

SBI

Nancy – Click ‘custom content sections’ tab below. Resources All White Paper Awards & Recognition Blog Article Brief Case Studies eBook ebooks & Guides Funding & Acquisitions Guide Industry News Infographic Interview Podcasts Report Resources Video Video Reviews Webinars. Blog Article. Blog Article.