Insightly

JANUARY 13, 2023

Every business in the finance industry faces the unique challenge of meeting customer expectations. One of the most effective ways to ensure the best experience for your customers is to use a customer relationship management (CRM) system designed to handle the complexities of financial organizations.

CRM 52

CRM Financial Services Finance Onboarding 52

Red Star Kim

FEBRUARY 28, 2023

There was a discussion about the need for training in this area and the sharing of best practice with frequent touchpoints with finance professionals and clients. We explored lots of ideas around segmentation, market mapping, emerging private client niches and the creation and use of personas.

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

Insightly

MARCH 25, 2022

Every business in the finance industry faces the unique challenge of meeting customer expectations. One of the most effective ways to ensure the best experience for your customers is to use a customer relationship management (CRM) system designed to handle the complexities of financial organizations. Automation.

CRM 52

CRM Organization Financial Services Finance 52

Nutshell

MAY 21, 2024

Explore Nutshell’s Features Cybersecurity Investing in cybersecurity software is a must to protect your business assets and those of your clients. It’s the ideal way to safeguard sensitive financial information, ensure the integrity of your digital infrastructure, and remain compliant with data privacy and security regulations.

Financial Services 71

Financial Services Software Software Cybersecurity 71

PandaDoc

MAY 28, 2024

Let’s delve into the pivotal role consultative selling plays in fostering meaningful client relationships and driving long-term business success. The sales rep researches the client and discovers they are a senior VP of IT operations at a large enterprise. Even unqualified leads may turn into revenue later down the line.

Sales 52

Sales e-Learning Healthcare Software 52

Red Star Kim

APRIL 12, 2023

However, the digital revolution reduced the distinction between B2C (Business to Consumer) and B2B marketing with increasing use of digital marketing throughout the professional services client journey. PM Forum provides dedicated training courses on digital marketing – including social media and digital content production.

Media 130

Media Marketing B2C Stakeholders 130

Red Star Kim

FEBRUARY 6, 2023

Vuture – his first martech contribution in the digital marketing space – is a recognised and trusted system for many professional services firms. Data is the lifeblood of both traditional and digital marketing. Although HubSpot has suggested the figure is closer to 22% with data from 2013-14 Database Decay Simulation (hubspot.com) ).

Marketing 26

Marketing Artificial Intelligence CRM Digitalization 26

PandaDoc

APRIL 5, 2023

It also affects clients, partners, distribution channels, and other parties involved. The ultimate goal is to enable salespeople to focus on closing deals and developing client relationships and spend less time on routine tasks. Discover more about sales automation — schedule your demo !

Sales 52

Sales Logistics CRM Prioritization 52

Insightly

JANUARY 30, 2024

In today’s interconnected digital environment, where data is king and customer expectations are high, integrations are beneficial and essential for any business seeking to leverage a CRM fully. This includes tools for email, marketing automation, finance, project management, and customer support.

CRM 52

CRM e-Learning Facilitation Decision-making 52

Red Star Kim

APRIL 24, 2023

There have been many requests recently for inhouse training on telephone skills to support client service and selling both for fee-earners and support staff. Earlier in April I ran a public MBL “Pick up the phone – Client service and sales opportunities for professionals in the digital age” online training workshop.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Digitalization 26

Nutshell

JULY 16, 2021

Companies and people alike are shifting towards digital solutions to make everyday life easier. The more your team members understand your organization’s sales figures and client relationships, the more likely they are to surface ideas that can drive revenue for you in the future.

CRM 118

CRM Communication Marketing Organization 118

SmartKarrot

JUNE 21, 2021

Effectively lead initiatives that require collaboration across several internal LiveRamp resources and stakeholders, including but not limited to product, finance, technical services, data ethics, legal and privacy teams. Drive adoption of LiveRamp products and services – blocking and tackling barriers to adoption and success.

Customer Success 10

Customer Success eCommerce Value Proposition Advertising 10

SmartKarrot

JUNE 4, 2021

Liaise with product and insurance teams to continuously improve our digital experiences and our coverage offering to clients. Collaborate with sales and partnership teams in courting large customers and managing strategic broker and embedded partner relationships.

Customer Success 10

Customer Success Investors Insurance Banking 10

SmartKarrot

APRIL 6, 2021

Build a global services organization to support customers from onboarding and training through to long-term enterprise digital transformation projects. Develop and maintain client relationships to help drive revenue growth. Collaborate daily with both external customers and internal employees for a smooth resolution to issues.

Customer Success 10

Customer Success Digital Transformation Onboarding Account Development 10

SmartKarrot

OCTOBER 9, 2023

Client Relationships: At the core of account management lies the bond between the manager and the client. Nurturing this relationship is pivotal for sustained business success. According to CSO Insights, the strength of this relationship directly influences revenue growth and client retention.

Account Management 10

Account Management Management Stakeholders e-Learning 10

Account Management Skills

JUNE 26, 2023

So, when I left Uni, I found it was a relatively slow job market and I struggled to get that first opportunity, so I decided to make my own opportunities and I did some freelance work and I did – I worked with digital agencies doing some copywriting, some SEO work. So, love that. Can you share with us some examples?

Account Management 52

Account Management Client Relationships Management Communication 52

Account Management Skills

FEBRUARY 20, 2023

I meet a lot of other agency owners and when they say to me, we are a full service digital marketing agency that works across all industries and niches, I don’t know what to do with them. When you are talking to clients and now let’s talk about this, we are recording this in February 2023.

Stakeholders 52

Stakeholders B2B Decision-making Marketing 52

Account Management Skills

DECEMBER 28, 2021

And I think that’s true in emails, particularly, we will say something it’ll come across as being brusque and we have HR departments and interventions for things like this because so often, in the digital world, tone is not construed as well in text as it is face to face.

Communication 52

Communication Account Management Government Meetings 52