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”. I’ve summarised the key points here as a supplementary learning resource for the delegates.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Showpad

DECEMBER 21, 2020

At the same time, those selling in the B2B environment had to conduct their pitch meetings with clients over video conference calls (along with the rest of their operations, in most cases). Hiring and onboarding have become just as virtualized as any other standard corporate process in this era of remote operations.

Sales 52

Sales Value Proposition Onboarding Remote Working 52

Hubspot Sales

APRIL 26, 2018

Leverage Inexpensive Swag at Conferences. Define the cost of a promotion, the negative impact it will have on your gross margin, and then compare it to the benefits of successfully closing the business and onboarding this new client. Sales Promotion Ideas. Avoid Discounts of More Than 50%. Leverage Time Savings and Additional Services.

Negotiation 120

Negotiation Sales Onboarding Construction 120

Nutshell

JUNE 2, 2019

My hypothesis was that providing a proactive onboarding experience would reduce the churn rate after 10 months, and every month in between. The wrong approach to onboarding. Service packages were sold based on the number of hours our Customer Success Manager would have to devote to the onboarding. What were those missteps?

Customer Success 107

Customer Success Onboarding CRM Organization 107

Showpad

APRIL 2, 2021

The assets available here range from educational videos about virtual selling to tips and tricks, support for digital onboarding, guidelines for hosting online events and more. Consider what changes need to be made to onboarding. Remote onboarding can present unique challenges for your company to address.

Remote Working 52

Remote Working Onboarding Sales Logistics 52

Showpad

AUGUST 17, 2020

Carly Lehner of Axiom will cover onboarding new sales hires in the new reality of remote working in her session “Remote Onboarding at Scale.”. Conference expenses can quickly add up. Improving your sales meeting IQ. Be sure to check the agenda often , as we’re continuously adding new speakers and sessions.

Onboarding 52

Onboarding Healthcare Remote Working Organization 52

Nutshell

APRIL 24, 2024

Its on-platform Outlook CRM integration is also relatively robust and can be customized to meet your needs. Pipedrive is also a reliable CRM for Outlook integration, allowing you to sync everything from emails to contact records and even scheduled video conference meetings. Let’s find out.

CRM 71

CRM Software Software Marketing 71

Showpad

MAY 7, 2021

Traditionally, sales has been an on-the-go profession, with reps often traveling between client meetings and pitches. Conduct virtual sales meetings. The virtual sales meeting is quickly becoming the standard setting for interactions, and a virtual sales platform will help your reps pull them off seamlessly.

Sales 59

Sales Digitalization Onboarding Remote Working 59

Red Star Kim

NOVEMBER 13, 2023

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Insightly

JUNE 3, 2022

That’s especially true in the world of B2B sales, where deals have traditionally closed over meetings, handshakes, and other face-to-face interactions. . Sales leaders are forced to focus on hiring and onboarding instead of strategy and execution. Performance suffers as depleted teams struggle to meet revenue goals.

B2B 98

B2B Value Proposition Decision-making Sales 98

Mike Kunkle

JULY 2, 2022

Associations exist now, such as the Sales Enablement Society (with their annual conference and chapters) and ATD’s Sales Enablement Community (with a track at their annual talent development conference and the dedicated ATD SELL conference). Leaders expect to see onboarding improve with new hires ramping faster.

Sales 130

Sales Sales Training Leadership Decision-making 130

Hubspot Sales

APRIL 22, 2020

We use this template to reach as many contacts in a repeatable way that makes Jan’s life easier and his reps more successful at booking meetings. Every template needs to be fine-tuned to meet your targets in your industry using your brand guidelines, so make sure to start conversations in a way that makes sense for your business.

e-Learning 109

e-Learning Sales Onboarding Publishing 109

Red Star Kim

JULY 22, 2022

He talks about the need to establish the right sort of relationship – starting with onboarding and embedding a relationship ladder. Winning team mentality Five factors are: buy-in, leadership, ownership, face-to-face meetings and visible progress. Professional Marketing Forum Conference 2021 PM Forum (kimtasso.com).

Digitalization 130

Digitalization Marketing Construction Publishing 130

Aptology

FEBRUARY 26, 2021

Make remote collaboration accessible to all – If you have team members who were previously wary of using tech or felt overwhelmed being thrust into remote collaboration environments, make sure that you offer them easy-but-thorough onboarding procedures. Telecommuting and remote work opportunities are here for the long haul.

Management 52

Management Remote Working Decision-making Communication 52

Hubspot Sales

OCTOBER 31, 2022

By gaining more exposure, the opportunity to meet new people presents itself. It will give you an overview of whom you can expect to meet. You see that they’re planning to attend the same conference as you. If you approach them too early, they might be too focused on onboarding to build new relationships. Image source.

Sales 98

Sales Media Meetings Onboarding 98

Arpedio

AUGUST 9, 2021

During our first meetings we will capture what matters most to you in supporting your sales processes, and which Sales Cloud functionalities are need-to-have versus “nice-to-have”. From here on, you will be offered the opportunity to be onboarded to a service agreement with Arpedio. It’s as simple as that! Start free trial.

B2B 98

B2B Account Management Innovation Facilitation 98

Nutshell

MARCH 15, 2024

You have to meet your prospect wherever they are in their buyer journey. This is an excellent time to invite your leads to view webinars, workshops, conferences, and the like. Think about how you might engage with those who don’t advance through the funnel and the appropriate messaging to keep them onboard.

CRM 71

CRM Software Software Communication 71

Showpad

FEBRUARY 23, 2021

In the past quarter, Microsoft Teams users generated more than five billion meeting minutes in a single day. People have been turning on video in Teams meetings two times more than before the pandemic. Microsoft continues to improve Teams, shipping more than 100 new capabilities in the last six months.

CRM 59

CRM Digital Transformation Meetings Digitalization 59

Showpad

AUGUST 8, 2018

Pitches, meetings and client-facing conferences require preparation on the part of every member of the group, especially the rookies. While proper onboarding goes a long way, it is difficult to determine when a new sales hire is ready for the field without giving them the opportunity to practice and improve their pitch.

Onboarding 45

Onboarding Sales Construction Communication 45

Hubspot Sales

FEBRUARY 21, 2020

When you consider that the average onboarding and ramp-up time for a sales professional is nine months or more, that turnover rate starts to have serious consequences for individual sales teams and the revenue they’re responsible for. Meetings scheduled. Meetings held. A successful career in sales is not for the faint of heart.

Meetings 135

Meetings Account Management Management Performance Review 135

Hubspot Sales

APRIL 19, 2019

I don't like simply being an attendee of conferences because I'd rather be speaking at conferences and attracting leads that way. I want to start speaking at conferences because I'd like to become a thought leader and experiment with attracting leads that way. I don't like being stuck behind the phone all day.

Innovation 84

Innovation Brainstorming Investors Software 84

Jermaine Edwards

APRIL 16, 2020

I first came across the term Hyper Adaptation at a technology conference. Getting our customers onboard quickly with new thinking and not getting stuck in a place of fear. It is this change that creates advantages. I call these advantages “Hyper Adaptation”. What is Hyper Adaptation? Poor internal and global customer collaboration.

Computers and Electronics 130

Computers and Electronics Supply Chain Telecommunications Financial Services 130

Mike Kunkle

JULY 21, 2018

Instead, today, I’ll share role play and simulation types and considerations for incorporating role play, simulations, and deliberate practice into your onboarding, ongoing development, sales methodology implementations or certification programs. The Final Commitment meeting role play. Triad Role Play.

Construction 130

Construction Sales Onboarding Sales Management 130

Zendesk

APRIL 15, 2022

Sales facts for onboarding. Only 25 percent of leads that sales teams generate from marketing strategies are ready to meet with a sales rep. your success rate for booking a meeting drops by 40 percent—down to a meager 0.9 Words like apply , demo , connect , conference , and opportunity increase open rates.

Sales 52

Sales Sales Technology CRM Remote Working 52

SmartKarrot

OCTOBER 10, 2022

Apply here: [link] Role: Customer Success Manager Location: Tysons Corner, VA, US Organization: Piper Companies As a Customer Success Manager, you will lead the onboarding process for all new customers and serve as the primary point of contact. Collate relevant information and materials and complete operational checklists.

Customer Success 19

Customer Success Value Proposition Onboarding Healthcare 19

Nutshell

AUGUST 28, 2023

With a formal sales process in place, your sales team has a framework to follow, and it’s much easier to stay on the same page, track results, and onboard new team members. Effective training and onboarding A clearly defined process simplifies the training and onboarding of new sales team members.

Decision-making 118

Decision-making Sales Negotiation Advertising 118

Showpad

FEBRUARY 5, 2021

Ideally, you should also be able to share content in a number of different contexts — such as shared spaces with individual potential clients, custom links or attachments — and do so in real time during in-person or virtual meetings with prospects. SalesLoft and/or Outreach for easy, efficient content sharing.

Artificial Intelligence 52

Artificial Intelligence Sales Remote Working Onboarding 52

Nutshell

OCTOBER 9, 2019

Some businesses even go as far as requiring all new hires to work in customer service for a time as a part of their training and onboarding–I love that. For two days at a time, we begin the day with a short standup meeting including all our CX team members and the support engineer. With the engineering team. With the sales team.

Customer Experience 95

Customer Experience Prioritization CRM Customer Success 95

PandaDoc

APRIL 25, 2023

A sales plan contains everything your sales team needs to know about their roles and how they can influence meeting your organization’s sales targets in addition to contributing to the company as a whole. Your ultimate choice depends on the best approach to meet your overarching needs and goals. Here are some of the most common types.

Sales 52

Sales Business Planning Government CRM 52

Hubspot Sales

JUNE 5, 2018

Your sales pitch can make or break the deal, so it’s a good idea to have that nailed down before meeting with your customer. It’s your opening line, your verbal business card, and the first thing your customer will hear when you call or meet with them. This is where intelligent sales technology comes in. 5 Great Sales Pitch Examples.

Sales 143

Sales Artificial Intelligence Value Proposition Decision-making 143

Nutshell

AUGUST 6, 2018

Get prospect to agree to a time and place to attend a live presentation of your solution via video chat/web conference. Draw out the remaining roadblocks to making the sale and alleviate the buyer’s concerns regarding how your product offering will meet their needs and budget. PASS TO ONBOARDING. COMPLETE DEMO. FINALIZE SETUP.

B2B 48

B2B Negotiation Stakeholders Decision-making 48

SmartKarrot

FEBRUARY 8, 2022

Own the ultimate success of the customers, including onboarding, product adoption, retention, and growth. As a Customer Success Manager, you will own onboarding, nurturing, retention, up-selling, and ongoing success for all customers. Drive global initiatives to improve customer activation, onboarding, expansion and retention.

Customer Success 19

Customer Success Onboarding Stakeholders Publishing 19

Freshworks

APRIL 2, 2021

Is your business ready to meet customers’ expectations and deliver high-level CX (Customer Experience) in the post-COVID world? Travel conferences, trade fairs, and other events were cancelled. They save agents time spent having to deal with repetitive, mundane questions, and can even onboard, train, and assist agents.

Customer Experience 53

Customer Experience Software Software Transportation 53

SmartKarrot

OCTOBER 3, 2022

Attend college recruiting events, conferences, seminars to help strengthen the company brand. Work with your assigned Strategic Account Manager (SAM) to meet retention and upsell goals. Identify opportunities to develop new technical content and training materials to ensure successful customer onboarding and usage.

Customer Success 19

Customer Success eCommerce Onboarding Retail 19

SmartKarrot

NOVEMBER 16, 2021

Onboarding, Training, Customer Support, User Advocacy for Global Clients. Travel may be required (when possible), whether this is to engage in customer meetings or speak at international events and conferences. Work closely with the senior team to run efficient handover and kick-off meetings. usage, satisfaction, etc.).

Customer Success 19

Customer Success Onboarding Account Planning Innovation 19

Insightly

APRIL 4, 2023

This can include providing educational content such as white papers or case studies, as well as offering a free consultation to discuss the customer’s needs and how the brand’s products or services can meet those needs. They may also attend industry trade shows and conferences to meet potential customers face-to-face.

Customer Life Cycle 52

Customer Life Cycle CRM Manufacturing Advertising 52

Hubspot Sales

OCTOBER 11, 2019

Rep Hiring and Onboarding Metrics. Attend conferences. During periods of slow business, develop other goals including: Mentor goals: Meet with a mentor once a week. An assumptive close is when you ask questions like, "Does our product meet your needs?" Pipeline Sales Metrics. Lead Generation Sales Metrics.

Brainstorming 130

Brainstorming CRM Media Decision-making 130