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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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The Complete Guide to a Consulting Business

Hubspot Sales

You’d typically work in sales training and development, but you could also be brought on for other purposes, such as choosing a CRM , improving the sales process, or boosting team morale. Defining these factors allows me to know precisely how I can help my clients (e.g. Market your business to attract new clients.

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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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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. The platform contains easy ways to write, format, and publish your content. But providing great service is easier said than done. Zendesk What is it: An all-in-one customer service and support platform.