Red Star Kim

SEPTEMBER 29, 2023

The session comprises three elements: marketing and business development fundamentals, practical marketing communication and business development skills and growing your career. Role of PR and external communications External communications are fundamental for raising awareness and increasing brand recognition.

Marketing 130

Marketing Stakeholders Digitalization Communication 130

Sales Outcomes

JANUARY 15, 2024

S ample of Ad-Hoc Marketing Execution: The sales team decides to target accounts in an underpenetrated and lucrative segment in the finance sector. They plan on attending a finance-related conference and conducting 1:1 outreach via LinkedIn.

Marketing 52

Marketing Finance Stakeholders Prioritization 52

SmartKarrot

MAY 19, 2023

In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. To stay competitive, finance teams must embrace emerging technologies. What are conversational AI and ChatGPT?

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10

SmartKarrot

MAY 19, 2023

In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. To stay competitive, finance teams must embrace emerging technologies. What are conversational AI and ChatGPT?

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10

Nutshell

APRIL 3, 2024

Xero helps you keep your finances organized by automating admin and storing your documents online for quick access, in addition to customized billing and invoicing. Communication and collaboration software Communication software enables consulting firms to communicate within the team in both one-to-one and group settings.

Software 71

Software Software CRM Acquisition 71

Red Star Kim

MAY 2, 2023

Diversity and inclusion (communicating for D&I) is covered well here Book review: Digital Body Language – How to build trust by Erica Dhawan (kimtasso.com) ). But since 2007 companies advertising C-suite openings have increasingly emphasised the importance of social skills and de-emphasised operational expertise.

Emotional Intelligence 130

Emotional Intelligence Leadership Decision-making Publishing 130

Red Star Kim

MARCH 30, 2023

There are four core modules and two optional modules: Core Modules Components Facilitator Emotional Intelligence – The skills that matter most for effective leadership Use EQ to lead, engage and succeed as quickly and as powerfully as possible Addresses self-awareness, emotional regulation, adaptability and persuasive communication EQ-I 2.0

Leadership 130

Leadership Emotional Intelligence Digital Transformation Management 130

Red Star Kim

JULY 13, 2023

My takeaways from the insightful facilitators and panellists were: Recruitment of lawyers is down on previous years whereas business support is up Increase in tax hires in law firms Increase in marketing roles (exceeding 2019 numbers) Whilst training/learning roles shrunk compared to 2019 there was an increase in employee relations roles Legal sector (..)

Management 130

Management Remote Working Acquisition Finance 130

Red Star Kim

AUGUST 14, 2023

How can I improve my cross cultural communication (kimtasso.com) Curiosity Humans are curious. An example might be: “Five things every Finance Director asks” or “What every General Counsel considers when choosing a law firm”. Stories were the original form of communication – before writing existed. Show them with evidence.

Artificial Intelligence 130

Artificial Intelligence Value Proposition Media Emotional Intelligence 130

Hubspot Sales

MARCH 8, 2023

requires an extensive understanding of finance to back it up. Employment of securities, commodities, and financial services sales agents is projected to grow 10% from 2021 to 2031 — faster than the average for all occupations.

Financial Services 101

Financial Services Manufacturing Finance Transportation 101

Red Star Kim

JANUARY 26, 2024

Delegates from law (including the Crown Prosecution Service) and finance firms joined a workshop on “Boost Your Confidence at Work – A toolbox for professionals”. There were lots of ideas for appearing confident when communicating electronically or participating in virtual meetings.

Meetings 130

Meetings Digitalization Communication Management 130

Hubspot Sales

JUNE 8, 2021

But it's also about relationships, follow-through, communication, analytics, and patience. Due to the role's responsibilities, the best SDRs have strong interpersonal communication and organizational skills, understand the ins and outs of the products or services, and make a lasting impression. That can be true.

Finance 110

Finance Sales Account Management Leadership 110

SalesGlobe

DECEMBER 4, 2021

If the finance team stops evaluating profitability, margins, and cost, the business will lack the resources and capability to serve Sales and their clients. But if Product, Marketing, and Finance teams stop fulfilling their roles the business as a whole will cease to exist. These are only a few examples. Win Together. Lose Together.

Stakeholders 52

Stakeholders Finance Sales Profitability 52

Help Scout

AUGUST 17, 2021

We know cash rules everything around us, but there are plenty of rules around cash too, and that’s just one of the challenges to delivering great customer service in finance. When you put all that together, it’s clear that working in finance is complicated. Each area of finance has unique rules. Tip #8: Set expectations early.

Financial Services 80

Financial Services Finance Communication Onboarding 80

Hubspot Sales

JUNE 6, 2019

A career and career path that draws heavily on your ability to think critically, analyze complex data, and communicate your results clearly to peers and executives. In this role, you’d serve as the liaison for client relationships, communicating sales and marketing messages and assisting in the management of the account. The result?

Supply Chain 113

Supply Chain Finance Sales Account Management 113

PartnerTap

FEBRUARY 17, 2021

Trust is built by prioritizing communication and clarity as well as outlining clear expectations and goals. Digital tools and platforms that enable data sharing , communication and collaboration are critical to keeping partnerships transparent. Mckinsey On Finance. McKinsey on Finance. More than ? The reason for this?

Digital Transformation 98

Digital Transformation Digitalization Management Finance 98

Red Star Kim

FEBRUARY 14, 2023

This requires you to listen carefully to what is being said and to observe non-verbal communication that might suggest that there is something else to consider. A good example of a limiting belief comes from running. When people didn’t believe a person could run a mile in under four minutes – this became a limiting belief.

Emotional Intelligence 130

Emotional Intelligence Marketing Stakeholders Communication 130

Brooks Group

APRIL 9, 2024

Finance, operations, and management, oh my! Information Overload With multiple decision makers involved, there are many details, schedules, and materials to manage and communicate. Effective communication and value proposition alignment are key to overcoming this challenge.

Value Proposition 92

Value Proposition Procurement Decision-making Stakeholders 92

Whetstone

JUNE 12, 2023

By involving internal stakeholders early and fostering strong communication channels, strategic account managers can unlock numerous benefits, including improved client satisfaction, streamlined processes, greater and faster innovation, and enhanced business outcomes.

Stakeholders 52

Stakeholders Account Management Decision-making Finance 52

Hubspot Sales

DECEMBER 16, 2022

It’s a bit of code that lets software programs communicate with each other. In action, it’s a way to allow your website, app, or finance software to make or accept ACH payments securely. This tends to make APIs very popular with sales and finance departments. API is an Application Programming Interface.

Computers and Electronics 84

Computers and Electronics Banking Finance Software 84

Planview

MARCH 1, 2024

Use language and concepts that resonate with your customers (both internal and external) Communicating effectively with your customers is pivotal because it bridges the gap between your team’s service delivery and the customer’s understanding and appreciation of the value being delivered.

Value Proposition 59

Value Proposition Software Software Finance 59

Hubspot Sales

MAY 17, 2023

Common question tracks include leadership skills, communication styles, management approaches, and conflict resolution frameworks. How would you describe your communication style? Why it matters: Companies run on effective communication. What are executive interview questions? Leadership Interview Questions 11.

Decision-making 88

Decision-making Finance Leadership Profitability 88

Insightly

MARCH 21, 2023

With a CRM solution in place, you can collect and store customer data, identify trends, and streamline communication. Contact Management: A CRM enables businesses to store contact information, previous communication with contacts, and customer data in one place. The software is flexible and scalable with affordable pricing.

CRM 52

CRM Software Software Finance 52

CMOE

SEPTEMBER 24, 2020

These skills help you understand how your organization succeeds or where it falls short, enables smoother communication across departments, and ultimately drives major business decisions. Credits, debits, cash flows, and income statements can help you understand the way your company works and communicate efficiently across departments.

Finance 98

Finance Profitability Decision-making Leadership 98

Revenue Storm

FEBRUARY 14, 2023

As the sales world gets smaller, it is imperative that good salespeople consider how they communicate, present, and establish themselves with their clients and prospects. Each of these would require language, communications, and stories relevant to what they represent for their company.

Meetings 78

Meetings Finance Leadership Business Growth 78

Zendesk

NOVEMBER 29, 2022

Approve/Reject and Export processes give your finance team the control to see the refund requests that agents make. When finance approves or rejects, the agent is instantly notified and the ticket is updated for auditing purposes.

e-Learning 98

e-Learning Finance Banking Construction 98

Nutshell

JUNE 14, 2023

Here are six of the best types of tech company software: Customer relationship management (CRM) software Project management software Time tracking and billing software Cloud computing and infrastructure software Collaboration and communication software Accounting and financial management software Keep reading to learn more about each one!

Software 62

Software Software CRM Finance 62

Brooks Group

APRIL 23, 2024

Transferrable Skills The skills developed in sales —such as communication, negotiation, problem-solving, and time management—are highly valued across many industries, making sales experience a valuable asset. Professional Opportunities Sales roles exist in virtually every industry, from technology and healthcare to retail and finance.

Sales Training 67

Sales Training Sales Decision-making Negotiation 67

The Chapman Group

DECEMBER 8, 2020

The SAM’s role in the loyalty survey process may include: Communicate the value of loyalty survey to account as part of the “strategic account relationship management process”. Ongoing weekly, monthly, quarterly through formalized team collaboration; including reporting, communications and action planning. Internal business reviews.

Account Management 133

Account Management Management Value Proposition Account Planning 133

Strategic Planning and Management Insights

FEBRUARY 2, 2021

Binna Kim is the Co-founder & President at Vested, a NYC-based communications agency that leads campaigns for companies at the intersection of finance, technology & innovation. With a background in marketing and communications for financial services, Binna and her co-founder set out to start Vested about 5 years ago.

Financial Services 40

Financial Services Finance Innovation Communication 40

Hubspot Sales

JANUARY 25, 2019

A venture capital funding is a financing event where the lead investor is a venture fund. Having a venture fund lead your financing round dramatically increases the speed and likelihood of closing the round. The main material in most early-stage financing conversations is your investor deck. Venture Capital Funding.

Investors 112

Investors Finance Healthcare Negotiation 112

Strategic Communications

AUGUST 22, 2023

Ask for Work Samples Casey Jones is founder and head of marketing and finance at CJ&CO, a digital marketing company. You need someone who can not only produce high-quality work, but also communicate effectively and understand your brand’s unique voice,” says Marcus Clarke, founder and head of SEO at Searchant.

Digitalization 52

Digitalization Finance Communication Publishing 52

Envisio

JULY 21, 2023

We invite and encourage others in the government finance sector to do the same. “We appreciate and support the efforts of Balancing Act, Envisio, and Questica as they partner to develop the tools and technology that will allow local governments to translate best practice recommendations into results for their residents.

Government 52

Government Finance Co-Creation Innovation 52

Hubspot Sales

AUGUST 9, 2019

ERPs are commonly used to help enterprise-size organizations unify their business functions and communications in order to reduce costs and increase revenue. By integrating your CRM and ERP, reps can communicate with and have visibility into your company’s inventory and costs. For example, HubSpot integrates with Odoo ERP Self Hosted.

CRM 92

CRM Supply Chain Finance eCommerce 92

Zendesk

SEPTEMBER 15, 2021

According to research from a Finances Online report, the helpdesk software market share is projected to reach $11 billion by 2023. As digital experiences improve in a more conversational world, more communication channels now exist. The best defense mechanism for protecting sensitive information is to not store it at all.

e-Learning 97

e-Learning Digitalization Finance Retail 97

PandaDoc

APRIL 8, 2024

Small companies may also opt for a sole deal desk manager or a deal desk analyst who fosters communication between teams. Try now Automating communication and negotiation using digital tools. If yes, then determining who needs to approve the deal, whether it’s a team-based or individual-based effort.

Negotiation 52

Negotiation Sales Stakeholders Digitalization 52

Hubspot Sales

SEPTEMBER 28, 2020

Ordway is a billing and revenue management tool that creates better synergy between sales and finance teams through automation. In addition to billing models, Recurly offers invoicing tools, tax calculation tools, and revenue recognition functionality to improve communication between sales and finance teams. Image Source.

CRM 111

CRM Small Business Finance Software 111