Hubspot Sales

FEBRUARY 8, 2022

You can monitor trigger events through a CRM (which we’ll discuss later), social media, press releases, LinkedIn, google alerts, etc. When re-engaging with lost leads, consider switching up your mode of communication. This works because leads are used to receiving communication from you in the mode you typically use. Use a CRM.

e-Learning 100

e-Learning CRM Client Onboarding Acquisition 100

Red Star Kim

JUNE 15, 2023

Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”. 800,000 global company profiles and 15,000 reports. Helpful for competitor analysis.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

PandaDoc

MAY 28, 2024

Customer knowledge even transfers to other areas, such as improving client onboarding. Greater customer loyalty and retention: Reps communicate and interact with customers with authenticity. At the same time, they need to look for problems that clients may not be aware of. Bespoke experiences only help to increase CSAT.

Sales 52

Sales e-Learning Healthcare Software 52

Brooks Group

APRIL 17, 2023

Sales training should teach all your employees: How to make sales calls How to negotiate with clients to find them the best deal Proposal writing Social selling Basic sales management skills Sales strategies How to close sales Client onboarding Consultative selling The above skills are just the basics.

Sales Training 52

Sales Training Negotiation Sales Decision-making 52

Red Star Kim

MARCH 16, 2023

This included improving internal communication and collaboration as well as motivation to devote time to internal and external referrals: cultivate a cross-selling culture. Internal communication – Why, how and what (kimtasso.com). And a key theme is on culture change. They need to be focused.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

SmartKarrot

JUNE 11, 2021

Deliver client training and seminars MeasuredU client education curriculum. Provide and interpret marketing performance reviews for clients. Design and interpret in-market experiments across addressable media channels. Provide optimization insights and budget recommendations to turn insights into client value.

Customer Success 10

Customer Success Onboarding Client Onboarding Stakeholders 10

Account Management Skills

NOVEMBER 7, 2022

So maybe you can suggest an improved client onboarding process, because you’ve been through so many now and you know where the holes are. So, for example, if you’re working in a social media agency, for example, what are the hot new channels? And how could they benefit your client’s business?

Account Management 52

Account Management Management Suppliers Meetings 52