Insightly

SEPTEMBER 27, 2023

Cluttering a CRM with unnecessary data fields and relying on outdated processes slows down business development, thereby increasing the chances that users will abandon the system altogether. Despite the necessity for change, companies often hesitate to make adjustments to their CRMs.

CRM 52

CRM Onboarding Brainstorming Software 52

Insightly

SEPTEMBER 27, 2023

Cluttering a CRM with unnecessary data fields and relying on outdated processes slows down business development, thereby increasing the chances that users will abandon the system altogether. Despite the necessity for change, companies often hesitate to make adjustments to their CRMs.

CRM 52

CRM Onboarding Brainstorming Software 52

Liston Witherill

APRIL 21, 2021

So I started digging into how people make decisions, and how systems influence those decisions. I was surprised that these disciplines rarely made their way into sales literature, even though sales is fundamentally about how people make decisions. It’s a system that both sides participate in.

Decision-making 52

Decision-making Sales Training Retail Marketing 52

SmartKarrot

OCTOBER 10, 2023

In today’s competitive business landscape, retaining key accounts is crucial. Streamlining Quarterly Business Reviews (QBRs) with key accounts through a playbook approach not only strengthens client relationships but also fosters customer success. But doing QBR right can be tricky.

Customer Success 10

Customer Success Meetings Account Management Client Relationships 10

SmartKarrot

OCTOBER 14, 2022

Amount or a portion of the recurring income they generate How profitable a relationship you have with them (revenue taking into account cost) The lifetime value of the client Number of referrals they make, Level of Influence, and/or Authority. Your business requires a clear, stringent definition of key accounts.

Key Account Management 10

Key Account Management Account Management Management Suppliers 10

SmartKarrot

OCTOBER 11, 2022

Amount or a portion of the recurring income they generate How profitable a relationship you have with them (revenue taking into account cost) The lifetime value of the client Number of referrals they make, Level of Influence, and/or Authority. Your business requires a clear, stringent definition of key accounts.

Key Account Management 10

Key Account Management Account Management Management Suppliers 10

Apptivo

JUNE 22, 2023

CRM is critical in sales management because it smoothly aligns processes, elevates customer connections, facilitates data-backed decision-making, fosters collaborative efforts, and optimizes sales performance. Contact management Using spreadsheets to store client information is both antiquated and inefficient.

CRM 52

CRM Sales Management Management Software 52