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Be more strategic – A metaphor: Analyse, join and align the dots

Red Star Kim

Delegates were from legal and accountancy firms with roles as varied as marketing, digital marketing, business development, PR and key accounts (executives, managers and a director). And we analyse the analytics from our digital marketing performance. Further analysis and discussion will help us select or choose the best options.

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5 Ways FinTech Will Disrupt Your Company

Planview

Now, it promises to bring further disruption and fundamentally alter the way businesses grow, manage their finances and most importantly, meet the needs of their customers. As the name suggests, FinTech represents a modern fusion of finance and technology. Improving Cybersecurity. The FinTech Revolution.

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Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

Earlier in April I ran a public MBL “Pick up the phone – Client service and sales opportunities for professionals in the digital age” online training workshop. Telephone Confidentiality Some forms of communication are known to be confidential – for example: email (assuming good cybersecurity) and WhatsApp (encryption).

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Adopting artificial intelligence in your sales process

PandaDoc

AI-powered CRM systems like Salesforce can automatically log details, adjust inventory, and set strategic follow-ups, which is simply impossible within a strict meeting schedule. Get help from finance teams or external experts to estimate expenses accurately. A recurring monthly review meeting was scheduled.

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Top 10 Customer Relationship Management (CRM) Trends for 2021

SmartKarrot

The future years are yet to see a hefty transition from wearable health monitors, to cybersecurity scanners which were a dream in the past. Some of the highly regularized industries such as finance manufacturing and healthcare might soon be able to pick from an eclectic collection of CRM platforms. CX will still be the top priority .

CRM 10
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How to increase customer engagement by communicating clearly, with linguist Eloise Leeson

Account Management Skills

And I think that’s true in emails, particularly, we will say something it’ll come across as being brusque and we have HR departments and interventions for things like this because so often, in the digital world, tone is not construed as well in text as it is face to face. How have we helped you to meet your needs?

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10 Best Tools To Increase Sales Productivity in 2023

Apptivo

Security measures With increasing cybersecurity threats, it’s essential that your chosen software has robust security protocols to protect sensitive customer and company data. Embracing Apptivo software is a forward step for businesses eager to thrive in the digital landscape.