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

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

SuperOffice

DECEMBER 21, 2021

CRM system is one of the most critical tools businesses can use to drive sales and improve customer service. But for businesses in construction, IT and manufacturing, there are additional aspects of CRM that can make daily tasks simple. However, companies are slowly (but surely) adopting robust CRM systems. CRM for Construction.

Construction 75

Construction Manufacturing CRM Supply Chain 75

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

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

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

Arpedio

JUNE 20, 2023

Embark on an enlightening journey to discover how ARPEDIO’s comprehensive platform facilitated quantification and visualization of critical client information, transforming the Customer Success and Sales departments into a collaborative force. Assess client health based on their own customized best practices. Superior together.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

Showpad

JUNE 14, 2021

Previously, a deal’s loose ends were sorted out during in-person meetings where sales reps could fall back on their techniques and experience. The exchange of information and content, delivery of value-based presentations and ensuring all stakeholders are informed and up-to-speed throughout the deal cycle is crucial.

Meetings 59

Meetings B2C Stakeholders B2B 59

Arpedio

MARCH 20, 2024

Organizational change and stakeholder buy-in Implementing ABS often requires a cultural shift within the organization, moving away from a transactional sales approach towards a more strategic and collaborative mindset. Misaligned goals, conflicting metrics, and lack of communication can lead to inefficiencies and missed opportunities.

Government 52

Government Innovation Prioritization Facilitation 52

Arpedio

DECEMBER 19, 2023

They act as the bridge between the client and the company, facilitating communication and problem-solving. Customer relationship management (CRM) systems, data analytics tools, and communication platforms play a vital role in streamlining collaboration between these two functions. Ready streamline your account planning? Let's talk!

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

They act as the bridge between the client and the company, facilitating communication and problem-solving. Customer relationship management (CRM) systems, data analytics tools, and communication platforms play a vital role in streamlining collaboration between these two functions. Ready streamline your account planning? Let's talk!

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Arpedio

JANUARY 5, 2024

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. Sales professionals must tailor their solutions to meet the unique needs and preferences of each customer.

Management 52

Management Emotional Intelligence Client Relationships Sales 52

Arpedio

MARCH 5, 2024

Definition of Account Management Solutions Account management solutions refer to tools, software, and strategies designed to facilitate the management of client accounts, relationships, and interactions. Firstly, it enables businesses to nurture stronger relationships with their clients , fostering trust, loyalty, and repeat business.

Account Management 52

Account Management Management Client Relationships Facilitation 52

Hubspot Sales

SEPTEMBER 22, 2020

The way employees work is changing, and that change is being facilitated by tools like Slack and Zoom. And customers are now demanding a low-touch buying experience, as opposed to the drawn-out purchasing processes involving multiple meetings that have been the norm for so long. The Five Sales Stakeholder Relationships.

Software 96

Software Software CRM Stakeholders 96

ProlifIQ

FEBRUARY 23, 2023

This will give you insight into the other players you’ll want to connect with and primes them to understand your solution affects multiple functions/stakeholders. This puts you in a position to bring a distinct POV to those stakeholders you just uncovered. Should we invite Nancy to our next meeting to cover that?”

Stakeholders 52

Stakeholders Account Planning Decision-making Facilitation 52

Arpedio

OCTOBER 17, 2023

From email integration to automated follow-ups, these tools facilitate consistent and personalized communication. This allows for hands-on experience, helping to determine whether the software meets your expectations and requirements. Taking advantage of free trials offered by most software providers is also advisable.

Account Management 52

Account Management Software Software Management 52

Arpedio

MARCH 6, 2024

It involves understanding the unique needs and objectives of each client, coordinating internal resources to meet those needs, and ensuring client satisfaction and loyalty over time. These tools facilitate real-time collaboration, document sharing, and efficient information exchange.

Account Management 52

Account Management Management Client Relationships Communication 52

Arpedio

MARCH 6, 2024

They facilitate deeper connections with clients, leading to increased loyalty, repeat business, and referrals. By gaining insights into client pain points and objectives, account managers can tailor solutions and services to meet their specific requirements, ultimately driving greater satisfaction and loyalty.

Account Management 52

Account Management Management Prioritization Client Relationships 52

Red Star Kim

APRIL 11, 2023

In early April I facilitated another of MBL’s training workshops on “ Pitch Perfect – How to Prepare & Present Winning Pitches & Tenders” for legal and accounting firms. Only two thirds of delegates contacted the clients to ask about their requirements and expectations for presentations and meetings.

Government 130

Government Innovation Meetings Finance 130

Red Star Kim

APRIL 12, 2023

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. Previously, my proactive activities were large projects that I took on e.g. implementing an experience database, a tidy up of our CRM systems. In my first week, the week before Christmas, I worked on four pitches.

Media 130

Media Marketing B2C Stakeholders 130

Arpedio

NOVEMBER 6, 2023

Sales automation software: The ultimate guide Explore the ARPEDIO platform ← Back to blog In today’s fast-paced business landscape, sales teams face numerous challenges in managing accounts, seizing opportunities, and nurturing relationships with stakeholders. Customization: Every business is unique.

Software 52

Software Software Sales Artificial Intelligence 52

DemandFarm

MAY 22, 2023

Meet Anna, a diligent Sales Manager at Brilliant Solutions , a thriving software company specializing in cutting-edge automation tools. They set measurable goals for their team, ensuring that the company meets its financial objectives. Is a key account manager the same as a sales manager?

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

Arpedio

MAY 23, 2023

Sales coaching can be conducted through regular meetings, role-playing exercises, feedback sessions, and performance evaluations. Start by centralizing your account and stakeholder data in Salesforce! It’s worth noting that unlike sales managers, sales coaches prioritize individual development over meeting targets.

Sales 52

Sales Account Management Stakeholders CRM 52

Hubspot Sales

MAY 18, 2023

Facilitating productive meetings. You may use this information to better guide your clients and other stakeholders as they make personnel choices inside their businesses. The program covers a wide range of topics, including Comprehension of managerial traits. Sustainable project management. Making sensible choices.

Negotiation 78

Negotiation Leadership CRM Insurance 78

Arpedio

DECEMBER 22, 2022

A lead is a set of contact information for a person or business that can potentially facilitate a future sale–or in short: a sales prospect, or an “unqualified” sales opportunity. Build Your Pipeline – Preferably in a CRM. Depending on the specific CRM, there’s a good chance that the stages will vary. What is a Sales Lead?

Management 52

Management Sales CRM Stakeholders 52

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”. Reports and KPI dashboards It’s extremely important to measure the data you put into your CRM system. Because of this, we always focus on user adoption.

B2B 98

B2B Account Management Innovation Facilitation 98

ACT

MAY 16, 2023

Image via QuickBooks From recycling and using renewable materials in an effort to reduce landfill waste, to facilitating virtual meetings and locally sourcing resources, they’re implementing a host of techniques in their sustainability strategies to further their sustainable growth. Use new technologies Offices in the US use 12.1

Small Business 52

Small Business Supply Chain Energy and Utilities Manufacturing 52

Arpedio

OCTOBER 30, 2023

Account-Based Selling: A Deep Dive with Lee Levitt and Ulrik Monberg Explore the ARPEDIO platform ← Back to blog In the ever-evolving world of enterprise sales, strategies and tools are constantly refined to meet the dynamic needs of businesses. He recalls a meeting with the CEO of a large insurance company. Listen to the podcast here.

Co-Creation 52

Co-Creation Account Planning Artificial Intelligence Leadership 52

SmartKarrot

JUNE 12, 2023

When necessary, create tickets, NCPs, NCSOs, and CARs in CRM or ERP for customer complaints relating to post-shipment issues. To assist with aftermarket sales efforts, conduct research on and rebuild relationships with current customers in CRM. Analyses the project’s requirements and task scope, then advises stakeholders.

Customer Success 19

Customer Success Co-Creation Customer Life Cycle Stakeholders 19

Arpedio

OCTOBER 17, 2023

Implement technology and tools Leverage technology and tools that facilitate account management. Customer relationship management (CRM) systems, project management software, and communication tools can streamline processes and improve team collaboration. Superior together. Account Management Build powerful account plans in Salesforce.

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

Hubspot Sales

NOVEMBER 9, 2020

You may be in conversation with multiple stakeholders that will assess the quality of the goods they’ll purchase, like the business’ purchasing manager, the business owner, and sometimes an engineer. You can do this via call, email, or in-person meeting. As a result, industrial sales require an increased focus on customer retention.

Manufacturing 119

Manufacturing B2B Decision-making Construction 119

Hubspot Sales

JULY 1, 2019

Instead of one salesperson targeting a single contact within a company, an entire team is dedicated to targeting multiple stakeholders at the prospective customer’s company. The product team uses insights from customer stakeholders to plan new features and develop potential use cases. Who Should Use Account-Based Selling? Market share.

Stakeholders 85

Stakeholders Finance Sales Decision-making 85

PandaDoc

APRIL 24, 2023

For example, tasking a new sales agent with sending a customer quote together with a CRM alert. Use tools such as your CRM or other sales enablement software to create a centralized content location for all your up-to-date training and coaching documents. This support helps the entire team to meet sales targets.

Sales 52

Sales e-Learning Onboarding Software 52

Arpedio

FEBRUARY 27, 2024

Additionally, technology tools such as customer relationship management (CRM) software enable sales professionals to track interactions, analyze data, and personalize communications more effectively. As consumer expectations continue to shift, sales professionals must adapt their approach to meet changing needs and preferences effectively.

Prioritization 52

Prioritization Communication Software Software 52

Miller Heiman Group

JANUARY 9, 2020

We also used data from our CRM and Scout to inform our process. We also set up formal and informal meetings with sales leaders to better understand what worked and what didn’t. We held structured one-on-one sessions and conducted spot checks of the data in our CRM and Scout to ensure that everyone followed the sales methodology.

Sales 63

Sales Logistics Finance CRM 63