Thu.Feb 09, 2023

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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

At the end of January, I enjoyed meeting delegates (at the Novotel at Tower Hill) on the MBL “Developing more work from referrers and intermediaries” workshop. There were architects, bankers, accountants, forensic investigators, insolvency practitioners, lawyers, pension advisers and tax experts who had a range of areas of expertise including bloodstock, housing associations and commercial property.

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How to Coach Your Team to Better Qualify Sales Opportunities

Sales Readiness Group

Salespeople often spend too much time on opportunities that aren't qualified. So what can you do to help them better qualify those opportunities to win more deals and be more successfu l?

Sales 127
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Was the Prospect Unqualified? Or Was the Salesperson Unqualified?

The Center for Sales Strategy

In the world of sales, a prospect being unqualified or a salesperson being unqualified can be uniquely connected. Whether you're a veteran salesperson or new to the field of sales, we often miss the signs of why we were unable to connect and close a potential client. This article breaks down five key steps to recognize an unqualified prospect and an unqualified salesperson.

Sales 102
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The Team, The Team, The Team

Force Management

I have been very fortunate to be a part of some great teams in my life. My freshman year in college I played football for the Defending National Champions of I-AA (now D-I), Boise State University. I transferred my sophomore year to Bowling Green State University in Ohio and played for one of the greatest teams in BGSU history. During the 1985 season we were ranked 20th in the nation ahead of some of the powerhouse schools like Texas and Georgia!

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2024, The Year of the Customer

2023's struggles fueled a shift: companies are ditching wasteful strategies in favor of data and AI-powered growth. Enter 2024, the year GTC takes center stage. Discover 5 ways a customer-centric approach unlocks new revenue and delivers lasting success.

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7 sales follow-up strategies you can try

Nutshell

Driving sales is the endgame for any business. All your marketing, all your product and service development—it all leads to sales, which is where the revenue is earned. But when you make a sale, it doesn’t happen all at once—it’s a process. Even once a prospect expresses an avid interest in your company, you still have to make a sales pitch. And even once you’ve made your pitch, there’s no guarantee that your leads will buy immediately.

Sales 62
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A Quick Guide to Critical Success Factors

AchieveIt

For businesses to succeed, they must start with an understanding of what success means for them. Leaders who want to achieve, innovate and reach new heights need a list of pivotal successes their team needs to meet. The critical success factors of a business are crucial to its success. Without them, it won’t be able to quantify its achievements and setbacks.

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What is the benefit of working with a Strategic Planning Facilitator? (Shouldn’t the CEO lead the session?)

Strategic Planning and Management Insights

SME Strategy is a strategy consulting firm that specializes in helping organizations align their teams and operations around a shared vision, mission, values, goals, and action plans. Our strategic planning services offer guidance on how a strategic planning facilitator can provide support in constructing an effective strategic plan that ensures your strategy is communicated and implemented across your entire organizatio n.

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What is lead close rate and why does it matter?

Nutshell

The strongest marketing and sales campaigns are data-driven. What does that mean? It means your marketing and sales are at their peak when you base them on valuable metrics like click-through rate (CTR) and lead close rate. Different metrics are useful for different things, but they all reveal something about your marketing. One metric you might use is lead close rate.

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Maximize Your Enterprise Strategy Under Uncertainty

Planview

Is your organization able to maintain an effective strategy under uncertainty? In today’s economic landscape marked by financial instability and disruption, it’s never been more critical for organizations to become adaptable to survive. Strategic portfolio management (SPM) can give your organization the much-needed agility and up-to-date data to pivot when priorities and strategy shift.

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4 Types of Customer Data and How to Collect Them

Nutshell

There’s more to customer data than just names and emails. When it comes to customers interacting with your brand, be it through social media or browsing your website, you must understand the types of customer data you’re collecting and how you can leverage it for the benefit of your business. Customer data collection and organization are a breeze with Nutshell.

CRM 62
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How to Stay Competitive in the Evolving State of Martech

Marketing technology is essential for B2B marketers to stay competitive in a rapidly changing digital landscape — and with 53% of marketers experiencing legacy technology issues and limitations, they’re researching innovations to expand and refine their technology stacks. To help practitioners keep up with the rapidly evolving martech landscape, this special report will discuss: How practitioners are integrating technologies and systems to encourage information-sharing between departments and pr

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3 Science-Backed Techniques to Hold Your Audience’s Attention on Zoom

Corporate Visions

Grab and hold your audience’s attention and during virtual meetings with these techniques based on neuroscience research. The post 3 Science-Backed Techniques to Hold Your Audience’s Attention on Zoom appeared first on Corporate Visions.

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5 Ways a CRM Can Streamline Your Sales Process

Nutshell

Your Nutshell customer relationship management (CRM) system is an invaluable tool when it comes to keeping track of your leads and prospects and delivering quality customer service to your customers. But the benefits of a CRM don’t stop there—with a CRM, you can streamline your sales process to capture and convert more prospects into valuable leads and, eventually, loyal customers.

CRM 62
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Why You Should Include Employee Training in Your Strategic Planning Process

Strategic Planning and Management Insights

SME Strategy is a strategy consulting firm that specializes in helping organizations align their teams and operations around a shared vision, mission, values, goals, and action plans. Our strategic planning services offer guidance on how a strategic planning facilitator can provide support in constructing an effective strategic plan that ensures your strategy is communicated and implemented across your entire organization.

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What Is Automated Data Collection and How Can It Benefit You?

Nutshell

In today’s world, businesses revolve around data. There’s just no getting around that fact. If you’re not using data to improve your company, you’re not going to have much success in the marketplace. Data can help you figure out your strengths, weaknesses, and opportunities for driving more revenue. But data gets generated in many different places, and there are many different types of data to keep track of.

CRM 62
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1st, 2nd, and 3rd Party Intent Data: Which Is Right for You?

How do 1st, 2nd, and 3rd party intent data compare? 1st, 2nd, and 3rd party data each have specific advantages and disadvantages. It comes down to four factors: accuracy, cost, control and quantity. This infographic explains the pros and cons of each and helps you understand which one is best for meeting your business objectives. Intent data can be a great way to fill your pipeline and close more deals.

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Feb 09 – Customer Success Jobs 

SmartKarrot

Role: Head of Customer Success Location: San Francisco, CA, United States Organization: Ikigai As the Head of Customer Success, you’ll manage the onboarding of new clients and ensure a smooth transition from sales. When a reduction in involvement with customers is noticed, keep an eye on their well-being and take appropriate measures. Promote user adoption through a variety of touchpoints, such as workshops, product roadmap discussions, training, and forming connections with a numb

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Tactic vs. Strategy: What’s the Difference?

AchieveIt

Tactics and strategy were originally military terms from Sun Tzu’s “ The Art of War.” Companies have adapted these terms to fit business methods and modern contexts. What is the difference between a strategy and a tactic? The two are often confused, but they are different. If you imagine pinpointing a destination on a map and deciding it would be beneficial to go there, that’s your strategy.

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What is employee turnover? Calculation, effects, and prevention tips

Zendesk

Employee turnover refers to how many employees leave an organization in a given period of time. Sounds scary, right? While employees will always flow in and out of your business, prioritizing staff retention leads to improved service and morale. Whether you’re concerned with customer service or sales, retaining your top performers will pave the way for your business’s success.

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What Is CRM Analytics and What CRM Metrics Should You Track?

Nutshell

Does your business use a customer relationship management (CRM) platform to help you keep track of customers and marketing campaigns? If so, you probably know that CRMs can do a variety of things, from email automation to lead management. One function of CRMs is their ability to perform customer analytics. Not every CRM prioritizes this feature, but many do.

CRM 62
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ABM Evolution: How Top Marketers Are Using Account-Based Strategies

In times of economic uncertainty, account-based strategies are essential. According to several business analysts and practitioners, ABM is a necessity for creating more predictable revenue. Research shows that nearly three-quarters of marketers (74%) already have the resources needed to build successful ABM programs.

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What do you do when a male colleague doesn’t like women? (gender bias)

Red Star Kim

This was a question posed to me recently by a woman at a workshop. Whilst this question is about prejudice towards women (sex and gender bias) it could just as easily have been about age or culture or disability or sexual orientation or any other difference. I am sure you will have views on what to do about the situation – especially if you are in a HR role.

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What are the different types of CRM software and which should you use?

Nutshell

A customer relationship management (CRM) platform is an essential tool for any business. You need to keep track of your customers, and for that, you have to gather tons of data. So, where do you store that data? The obvious answer is a platform designed specifically for that purpose—a CRM. But there are quite a lot of CRMs out there. Not only can it be challenging to figure out which CRM you should choose, but you may not even be sure which type of CRM you want.

CRM 62
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Best Sales CRM: Get the features you need to sell more

Insightly

A Customer Relationship Management (CRM) platform is a tool that helps sales, marketing, and operations teams centralize customer data, streamline business processes and automate marketing efforts. The use of CRM software helps teams stay aligned, reducing the risk of information silos. A CRM eliminates the need for manual data collection methods, such as paper or spreadsheet systems.

CRM 52
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What Is Data Scrubbing and Why Do You Need It?

Nutshell

If there’s one thing businesses have a lot of, it’s data. Your budget? Data. Your product inventory? Data. Your marketing metrics? You guessed it—data. With so much data floating around your company, it takes a rigorous effort to keep it all accurate and organized. But even when you go out of your way to manage your data efficiently, inconsistencies and inaccuracies can still pop up.

CRM 62
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How to Leverage Intent Data for Better Outcomes

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

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CRM vs. ERP: What’s the Difference?

Nutshell

If you’re struggling to streamline data and day-to-day business activities, customer relationship management (CRM) software and enterprise resource planning (ERP) platforms can help. But what’s the difference between CRMs and ERP software? Do you need both? In this blog post, we’ll compare CRM and ERP software and look at what each tool can do for you.

CRM 62