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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

Proactive marketing and business development executives – CRM, internal engagement and career insights. What CRM/systems would people recommend? A variety of specialist (to professional services) and mainstream CRM systems were explored. CRM and Marketing Automation Software for SMBs | Act!

CRM 130
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Winning With Empathy

Whetstone

For example, early in my career when I sold multi-million dollar CRM solutions for Vantive Software, we repeatedly partnered with our customers to enhance our solutions in ways that were strategically relevant to them. Developing emotional intelligence involves active listening, empathy, and self-awareness.

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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

While some firms used CRM systems (Microsoft Dynamics and SalesForce were mentioned) to overcome a lack of internal communication about referrers and clients and past and current cases, many reported that they lacked good enough data to conduct analysis to support cross-selling initiatives.

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Telephone call challenges: Emotions, data, selling and follow up

Red Star Kim

Some were fortunate to receive full details from the firm’s CRM supported by analytics showing digital activity and enquiry details. Others had little more than a name and telephone number. Where information was sparse it limited the amount of preparation that could be done.

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How Sellers Can Use Real-Time Insights to Weaponize Their CRM

Miller Heiman Group

Once upon a time, your CRM platform may have been your Rolodex, a stack of business cards or the random pieces of paper where you wrote down information about your business contacts and your interactions with them. As a result, only a privileged few businesses could enjoy the transparency and insight that CRMs provided into the sales process.

CRM 74
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Telephone skills: Anxiety, voice, etiquette and the client experience

Red Star Kim

You should note on your CRM and other systems the preference of individuals and observe them. Some of the things that delegates found most useful included: Empathy and emotional intelligence (EQ) – see a short video. We also talked about the EQ diagnostic with this book Book review – Emotional Intelligence 2.0

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Mastering Relationship Management in Sales

Arpedio

Utilizing Technology : Tools like CRM systems, such as Salesforce combined with ARPEDIOs Relationship Mapping solution , help in organizing client information, tracking interactions, and understanding client behavior patterns. This data-driven approach enables sales professionals to personalize communications and predict client needs.