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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

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. Private client management and marketing: Business plans, recruitment, assessments and automation.

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Does Your Strategic Planning Process Incorporate Customer Value?

Luminas Strategy

As managers we, of course, believe that our organizations have a unique value proposition and that our offerings somehow provide us with a competitive advantage even if we are unable to articulate how this occurs. The Luminas Customer Value Xcelerator® (CVX) will help you know with certainty how to win with your customers.

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Maximizing Efficiency & Productivity: 3 Ways GenAI Optimizes Value Stream Management for Tech Leaders 

Planview

With a rapidly evolving digital landscape that continues to introduce waves of uncertainty, companies and organizations alike struggle for clarity and cognizance in organizational delivery for customer value. It’s no surprise the abundance of moving parts contributes to an ever-ambiguous world for software delivery.

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Choosing the Right Path: Building vs Buying Value Stream Integration Software

Planview

In today’s fast-paced software development landscape, the race to streamline workflows, reduce waste, optimize processes, and boost collaboration is more urgent than ever. However, organizations often face a crucial decision: should they build a custom value stream integration solution in-house or invest in a pre-built one?

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How to create a successful lead management process in 5 steps

PandaDoc

An effective lead management process is one of the most critical factors driving sales through your funnel. When you capture the attention of a potential customer, this is the moment a lead is born. However, how that lead plays out, whether that person becomes a paying customer or client, is another matter.

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Lean Management: Definition, Principles, and Techniques

Kainexus

Lean management, also called Lean manufacturing, or just Lean, is a business methodology that helps organizations reach their most critical strategic objectives. Although it started in manufacturing, Lean management is now used by organizations of all types and sizes. Eliminate waste, which is everything that does not bring value.

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Account Management vs Customer Success Explained

Arpedio

At the heart of every thriving enterprise lies a keen focus on business relationship optimization , a task achieved through strategic roles that many might find overlapping—Account Management and Customer Success.