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

Red Star Kim

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.

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Cultivate a cross-selling culture

Red Star Kim

As few organisations publish a detailed breakdown of their spend on professional advisers this is often an art rather than a science – with educated estimates dominating. Some ideas: If there is a close relationship, you can ask the client for their spend breakdown between their major providers.

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The Complete Guide to a Consulting Business

Hubspot Sales

Simply put, consultants work to make their clients more successful. Strategy consultants are typically experts in a certain industry or field and advise on high-level, strategic business decisions, such as company vision, resources, and investments. What makes you an expert? Operations Consulting.

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15 tools to make your customer service team more productive

PandaDoc

That includes automation tools, ticketing systems, strong workflows, CRM software, live chat software, and so much more. 10 Help Scout makes it easy to manage your support teams by allowing everyone to work together with tools like shared inboxes, live chats, and in-app messages. But providing great service is easier said than done.