Red Star Kim

OCTOBER 25, 2023

CogniClick is a nifty system (backed by an expert team) to enable you to conduct fast, quick polls and pulse surveys amongst your clients and stakeholders and to also develop maturity assessments and similar thought leadership content. I had the pleasure of meeting Helen Kensett at the recent PM Forum Conference.

Banking 130

Banking Artificial Intelligence Cybersecurity Key Account Management 130

Insightly

JULY 26, 2023

Sales stages are often pre-defined within popular CRM platforms like Insightly , HubSpot or Salesforce, which provide a standardized framework for managing opportunities. Sales pipeline stage activities and tasks Your CRM may also associate Activity Sets with pipeline stages. A sales manager will use many tools to manage the pipeline.

CRM 52

CRM Management Sales Decision-making 52

Sales Outcomes

MAY 1, 2023

Today, an organization’s CRM is as essential as billing, inventory, ERP, or other IT systems. If the leadership team and users are frustrated by the value they receive from the CRM system, it may be time for a CRM adoption “get-well plan.” 2 – Rethink CRM Leadership.

CRM 52

CRM Leadership Prioritization Finance 52

Miller Heiman Group

APRIL 9, 2019

According to CSO Insights research , only 29 percent of organizations report being effective at using a formal process for account engagement and development of relationships with key stakeholders. When managing large accounts, many sales teams struggle to access diverse stakeholders. Develop a Situation Appraisal.

Stakeholders 92

Stakeholders Value Proposition Decision-making Account Management 92

Insightly

SEPTEMBER 6, 2023

CRM systems, like Insightly , highlight and map the intricate and sometimes messy path of each customer experience. CRM Customer Journey The CRM customer journey, at its core, is an automated system meticulously designed to track every interaction a customer has with a brand.

CRM 52

CRM Marketing Digitalization Advertising 52

Insightly

SEPTEMBER 6, 2023

CRM systems, like Insightly , highlight and map the intricate and sometimes messy path of each customer experience. CRM Customer Journey The CRM customer journey, at its core, is an automated system meticulously designed to track every interaction a customer has with a brand.

CRM 52

CRM Marketing Digitalization Advertising 52

Insightly

JUNE 20, 2023

A Customer Relationship Management (CRM) system is a vital tool for managing and analyzing customer interactions and data. In this blog post, we will outline the key steps to perform a comprehensive CRM audit. Performing a CRM audit is a crucial step in ensuring your business is on track. But what is a CRM audit?

CRM 52

CRM Stakeholders Management Software 52

Red Star Kim

JUNE 16, 2022

This prompted a host of discussions on engagement, internal communication, stakeholder buy-in, organisational culture and changing behaviour. This linked into various conversations on promoting internal referrals (cross-selling) through a variety of internal communications, internal marketing, training and monitoring methods.

Management 130

Management Key Account Management Digitalization Communication 130

Insightly

NOVEMBER 1, 2022

CRM Models: How They Can Boost Customer Profitability. You’ve heard of CRM software, but are you familiar with CRM models? What Is CRM? The term customer relationship management (CRM) refers to a combination of methodology and technology that establishes how companies handle customer data.

Profitability 52

Profitability CRM Value Proposition Customer Experience 52

Apptivo

AUGUST 16, 2023

Predictive Analytics Empowers CRM 6. How CRM Predictive Analytics Can Improve Your Business 7. Final notes In the world of customer relationship management (CRM), the age-old wisdom “forewarned is forearmed” holds truer than ever. Predictive Analytics Empowers CRM Imagine an online retailer with a vast customer base.

CRM 52

CRM Energy and Utilities Supply Chain Healthcare 52

Insightly

JULY 31, 2023

If you’re reading this article, chances are you’re in the market for a new customer relationship management (CRM) system and you are in the process of CRM evaluation. The right CRM can have a tremendous impact on your business, but vetting potential CRM vendors and their solutions is no small task. Let’s dig in!

CRM 52

CRM Software Software Decision-making 52

Hubspot Sales

NOVEMBER 22, 2023

It's a CRM (or Customer Relationship Management Platform). Even if you don't use HubSpot, you probably use some type of CRM. Below we'll delve into why CRMs are an important sales tool, using data from our State of Sales Report, as well as how they can revolutionize your sales strategy. It's not that new or hard to access.

CRM 99

CRM Decision-making Sales B2C 99

Insightly

SEPTEMBER 27, 2023

“I’m already paying enough for my CRM. It’s a fair question that many midsize companies ask when implementing their first or a new Customer Relationship Management system ( CRM ). So, is a CRM success plan actually worth the cost? Hiring a CRM consultant is another common solution.

CRM 52

CRM Onboarding Brainstorming Software 52

Insightly

SEPTEMBER 27, 2023

“I’m already paying enough for my CRM. It’s a fair question that many midsize companies ask when implementing their first or a new Customer Relationship Management system ( CRM ). So, is a CRM success plan actually worth the cost? Hiring a CRM consultant is another common solution.

CRM 52

CRM Onboarding Brainstorming Software 52

Insightly

DECEMBER 15, 2021

Here Is The 10-Step CRM Implementation Process We Use With Our Customers. Customer Relationship Management (CRM) implementation is an essential ingredient for a successful CRM project. Up to 69% of CRM projects fail because of poor implementation. 10 Steps To Successful CRM Software Implementation.

CRM 52

CRM Onboarding Software Software 52

Insightly

DECEMBER 15, 2021

Here Is The 10-Step CRM Implementation Process We Use With Our Customers. Customer Relationship Management (CRM) implementation is an essential ingredient for a successful CRM project. Up to 69% of CRM projects fail because of poor implementation. 10 Steps To Successful CRM Software Implementation.

CRM 52

CRM Onboarding Software Software 52

Account Manager Tips

NOVEMBER 16, 2022

Use meeting scheduling apps 7. Create recurring milestone meetings 11. So here are some ideas to help you improve the quality and efficiency of your client communications. For example, my CRM ( Salesmate ) has sequences and email templates that allow me to setup set up a personalized conversational flow. Share the load 4.

Key Account Management 130

Key Account Management Account Management Procurement Communication 130

Red Star Kim

JULY 11, 2022

Communication and education are required to manage expectations and promote enthusiasm and momentum. There are lots of articles on internal communications, buy-in and stakeholder engagement. For example: Internal communication – Why, how and what (kimtasso.com). Meet with BDs to talk through their strategies.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

Upland

SEPTEMBER 1, 2023

Regular team meetings, knowledge-sharing sessions, and open communication channels help distribute valuable insights across the sales team. These tools are a centralized repository where relevant information about individuals, key stakeholders, potential opportunities, next steps, and more can be accessed.

Decision-making 195

Decision-making Stakeholders Customer Experience CRM 195

DemandFarm

MAY 2, 2024

For a sales team, relationship management is essential in nurturing potential customers and onboarding new clients, and utilising effective customer communication techniques, such as consistent and reciprocal communication, can help achieve this. What Is Relationship Management with an Example?

Management 40

Management Banking CRM Profitability 40

Red Star Kim

SEPTEMBER 26, 2022

Firms must ensure that internal communications and team cohesion are high on their agenda to ensure M&BD folk feel engaged. 11% supporting internal communications. 80% were happy or really happy with their firm’s CRMs. Ten top takeaways on stakeholder engagement and buy in (kimtasso.com). 22% pitches and tenders.

Digitalization 147

Digitalization Media Marketing Communication 147

Arpedio

JANUARY 5, 2024

Consistent Communication : Keeping in touch with clients, providing updates, and being responsive to their queries plays a crucial role. Strategies include: Consistent Communication : Regular, clear communication keeps clients informed and engaged. Building Trust : Trust is the foundation of any strong relationship.

Management 52

Management Emotional Intelligence Client Relationships Sales 52

Arpedio

APRIL 30, 2024

Relationship Building: Fostering strong relationships with your clients through regular communication, personalized interactions, and exceptional customer service. This can include personalized recommendations, tailored communication, and exclusive offers.

Account Growth 52

Account Growth Client Relationships Business Growth CRM 52

Arpedio

MARCH 6, 2024

By fostering open lines of communication, understanding client needs, and delivering personalized solutions, account managers can strengthen bonds with clients, driving loyalty and long-term engagement. Central to effective account management is the cultivation of strong relationships with clients or customers.

Account Management 52

Account Management Management Prioritization Client Relationships 52

Arpedio

MARCH 6, 2024

From communication barriers to balancing client expectations with company resources, account managers often face numerous obstacles in their day-to-day operations. External communication challenges with clients: Communicating effectively with clients can also pose challenges, particularly in diverse or global environments.

Account Management 52

Account Management Management Client Relationships Communication 52

Hubspot Sales

NOVEMBER 18, 2020

61% of over-performing leaders use their CRM to automate parts of their sales process , vs. 46% of underperforming leaders. The most valued traits sales managers see in salespeople are problem solving, relationship building, critical thinking, confidence, and oral communication. Sales Performance. In the U.S.,

Sales Leadership 142

Sales Leadership Leadership B2B Sales 142

Mike Kunkle

APRIL 8, 2023

(Although, in complex B2B opportunities, especially with longer sales cycles, qualification – like discovery – may be ongoing, because new stakeholders are introduced, others leave, budgets shift, and in general, things change.) They should be well documented in your CRM, preferably with a scoring system.

B2B 211

B2B Decision-making Sales Stakeholders 211

Arpedio

FEBRUARY 14, 2024

By implementing strategic account planning , businesses can gain a deeper understanding of their customers’ needs, set clear objectives, and develop effective strategies to meet those objectives. We will also share strategies for effective communication , relationship building , and overcoming challenges that may arise in the process.

Account Planning 52

Account Planning Account Management Value Proposition Stakeholders 52

Arpedio

FEBRUARY 14, 2024

By implementing strategic account planning , businesses can gain a deeper understanding of their customers’ needs, set clear objectives, and develop effective strategies to meet those objectives. We will also share strategies for effective communication , relationship building , and overcoming challenges that may arise in the process.

Account Planning 52

Account Planning Account Management Value Proposition Stakeholders 52

Arpedio

NOVEMBER 20, 2023

Sector Recycling industry Website www.genan.com ← Back to case studies The Challenges Faced with operational challenges and a disjointed CRM system, Genan sought a solution to harmonize processes and enhance transparency. The Solutions Thomas Ballegaard , Genan’s Chief Commercial Officer, recognized the need for a robust CRM platform.

Innovation 52

Innovation CRM Account Planning Stakeholders 52

Arpedio

JUNE 20, 2023

The Customer Success team struggled to find a tool that could meet the issues they were facing. Natively integrate with their Salesforce CRM to secure both adoption and access to all relevant client information within one system, as well as being able to combine the health score with other data points in the CRM.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

ProlifIQ

FEBRUARY 8, 2023

Where are you as a company not meeting business requirements for your customers? A sales manager should care about leveraging their CRM for critical account management because it can greatly improve the chances of customer success. Leverage your CRM for account planning instead of opting for long QBR sessions.

Account Planning 52

Account Planning CRM Customer Success Decision-making 52

Agile CRM

MARCH 6, 2022

Project managers, stakeholders, and team members can use a project management system to keep track of spending and stay on budget while also providing quality management and documentation. They can also be utilised in businesses as administrative tools for collaboration and communication among project stakeholders.

Software 98

Software Software Management Stakeholders 98

Arpedio

FEBRUARY 26, 2024

Ultimately, TAS empowers organizations to not only meet but exceed their revenue targets while delivering exceptional value to their most coveted clients. Engagement Planning: Developing personalized engagement plans for each target account, including tailored messaging, value propositions, and communication channels.

Value Proposition 52

Value Proposition Prioritization Stakeholders Energy and Utilities 52

Arpedio

MARCH 15, 2024

As a result, sales professionals who embrace a strategic selling approach are more likely to win deals and secure larger deal sizes by effectively positioning their offerings as the optimal solution to meet the customer’s needs and objectives.

Value Proposition 52

Value Proposition Negotiation Sales Stakeholders 52

Zendesk

MARCH 9, 2022

How to use a CRM to align your business development plans. Stakeholder mapping. Once you know your place in the market, it’s the business developer’s job to maintain it through stakeholder mapping and relationships. BD requires a deft hand in precise communication, documentation, and conflict resolution. Prospecting.

Brainstorming 98

Brainstorming CRM Stakeholders Software 98

Hubspot Sales

APRIL 5, 2023

Beginner to Mid-Level Careers in Sales Here are some of the beginner to mid-level positions in sales: Sales development representatives (SDRs) must have strong communication skills, as they are responsible for bringing in qualified leads. Outside sales representative positions include some travel time to meet with buyers and pitch products.

Software 119

Software Software Sales Meetings 119