Red Star Kim

FEBRUARY 8, 2024

At the recent Business Development for Professionals – 2024 Virtual Conference – MBL Seminars I presented a session entitled “Supporting Fee-Earners in Sales Targeting”. Capacity planning – Research suggests that humans can probably manage a maximum 150 to 250 close relationships.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

ACT

AUGUST 24, 2022

No matter what size your business is, chances are you can benefit from better efficiency through marketing and workflow automation as well as easy access to all of your client information in one place. Forrester Research reports that financial advisors can improve prospect-to-client conversion rates by up to 300% when they use CRM.

CRM 52

CRM Financial Services Client Relationships Media 52

DemandFarm

MAY 2, 2024

Collaborative CRM This type emphasizes sharing information across different business units such as sales, marketing, and customer support. By having a unified approach, businesses like Amazon ensure that all customer interactions are informed and cohesive, improving the overall customer experience.

Management 40

Management Banking CRM Profitability 40

Deep Insight

NOVEMBER 14, 2019

But it’s also a story about Strategy , Execution and Culture – the key themes in a new book about how B2B leaders build customer-centric organisations. Shay Walsh is the Managing Director of BT Ireland and was our guest speaker at a recent breakfast seminar at the Irish Management Institute.

Telecommunications 52

Telecommunications Leadership Government B2B 52

SmartKarrot

JUNE 11, 2021

Apply here: [link] Role: Director, Customer Success Location: Remote, New York, United States Organization: Measured As a Director of Customer Success, you will own day-to-day client relationships across seniority levels for a portfolio of 10+ Measured brands.

Customer Success 10

Customer Success Onboarding Client Onboarding Stakeholders 10

Insightly

SEPTEMBER 19, 2023

A well-crafted strategy for your CRM for consulting firms can help to streamline their operations, enhance client engagement, and drive business growth. Here’s an in-depth look at how CRM can benefit consulting firms: Client Relationship Management: Consulting firms heavily rely on their client relationships.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

A well-crafted strategy for your CRM for consulting firms can help to streamline their operations, enhance client engagement, and drive business growth. Here’s an in-depth look at how CRM can benefit consulting firms: Client Relationship Management: Consulting firms heavily rely on their client relationships.

CRM 52

CRM Insurance Healthcare Manufacturing 52