Sat.Nov 11, 2023 - Fri.Nov 17, 2023

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The Only Key Account Management Strategy You Need

Account Manager Tips

A key account management strategy helps you optimize the relationship between you and your most valuable clients. Find out how to create one, the easy way.

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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. This post summarises the key themes discussed, provides an additional learning resource for the delegates and includes further information – as promised – to some of the questions posed by delegates.

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Trending Sources

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Professional Branding: 3 Things That Are Helping or Hurting Your Reputation Online

The Center for Sales Strategy

Most of us have posted so much on social media, it’s hard to remember it all. But the internet doesn’t forget. When was the last time you did a brand audit of yourself? If you’re a professional in sales or leadership, will your online brand send the message you want?

Internet 107
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Strategic Shift: Aligning Marketing with CEO Vision for Commercial Success

SBI Growth

Marketing has never been straightforward. It's always had an element of "gut check" and art combined with science. With the rise What we need now are leaders who can adeptly steer through the complexities, align with the CEO's vision, and drive commercial productivity. In the face of formidable market conditions, success in marketing goes beyond the surface charm of brand awareness, PR extravaganzas, or clever campaigns.

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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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Developing Top GTM Talent Starts with Getting to Know Them

SBI Growth

Investing time into getting to know the strengths and weaknesses of your sales reps is a crucial precursor to delivering training plans that are tailored to develop the right set of competencies, leading to improved sales results. This was the main takeaway from Episode 3 of the GTM Value Creation Corner Podcast, in which Nearmap, a leading provider of high-resolution aerial imagery, shared their success story.

Sales 71
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A New Normal in Sales

Software Sales Guru

A New Normal in Sales A newly hired executive sat in on a sales call as part of his onboarding. He said, “This customer was very forthcoming. Far beyond normal. They told us everything. Pain. Cost of doing nothing. Their exact list of decision criteria. Budget. Process.” The call was recorded and we reviewed it with the sales team. The new team member thought he.

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Developing Accurate Sales Forecasts

Sales Readiness Group

Sales forecasting is not just another corporate chore. It is the cornerstone of informed decision-making and the financial roadmap that keeps your organization on course. However, many managers wonder if they need to take on this responsibility. Let’s explore who should be in charge of sales forecasting, why it is so important, and how to engage your team to gain unique insights.

Sales 118
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AI as a Co-Trainer in Leadership Development

MDI Training

Artificial Intelligence as a Co-Trainer in Leadership Development In a world that is constantly evolving, we at MDI always strive to be at the forefront of finding innovative ways to promote and sustainably improve leadership development. Our collaboration with the MDI AI co-trainer “AICo” represents an exciting step in this direction. This ongoing experiment allows us to explore the role of artificial intelligence in leadership development and understand its impact on our participan

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Cultural Web Model

Flevy

Organizations that do not define an organizational culture leave the door open for the culture to define itself—which is often fraught with dissatisfaction, toxicity, and misalignment. Corporate Culture, Organizational Culture, or Workplace Culture all share the same meaning. The term represents the shared beliefs, values, attitudes, and behaviors that describe an organization and its employees.

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Ecommerce Packaging — Creating the Best Buyer Experience

Hubspot Sales

There’s nothing quite like coming home to a package you‘ve been eagerly awaiting. If you’re anything like me, you take your time to unbox your item, and savor the experience. That’s why your ecommerce packaging needs to be clever, carefully, designed, and inventive. Capitalizing on your customers’ emotions during this moment is the key to leaving a lasting impact and creating an unforgettable buyer experience.

eCommerce 102
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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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Sales Transformation Strategy for Evolving Organizations

Force Management

How do you help your organization to evolve and grow? Economic indicators suggest that the sluggish economy is taking a positive turn. Now may be the time to shift your strategy from hold-the-line to a focus on growth and transformation. The organizations that come out on top will be the ones who embrace this new era with a strategic plan to hit the ground running.

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Optimizing Processes Through Lean Management [How-To] | KaiNexus

Kainexus

Lean management is a systematic approach to eliminating waste and optimizing processes to maximize efficiency, improve quality, and enhance customer value. It originated in manufacturing but has since been applied to various industries and sectors. Optimizing processes is crucial for organizations because it directly impacts their competitiveness, profitability, and overall success.

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5 Do’s and 5 Don’ts for Your Next Candidate Interview

The Center for Sales Strategy

Interviewing potential employees allows you to assess someone’s fit with your company while also allowing the candidate to evaluate your company as a potential employer. Hiring the right person is critical to your time and success. There are a few do's and don’ts to keep in mind to ensure that both sides walk away feeling good about the decisions made in the hiring process.

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5 Predictions on the Future of Sales [Data & Expert Insights from Bardeen, Aircall, and HubSpot]

Hubspot Sales

Did you know NASA plans to build houses on the moon by 2040 ? This means that in 17 years, you might be selling space voyages. Of course, when we talk about the future of sales, it's less about the products we might sell (flying cars, anyone?) and more about how we'll sell them. This is largely influenced by the changing expectations of buyers, which have seen considerable shifts in the past few years.

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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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Three Simple Messages Can Dramatically Enhance the Customer Experience. Why Are Companies Afraid to Say Them?

Customer Think

What’s the payoff of aggressively communicating about problems? Becoming easy to do business with is very highly correlated with loyalty, Net Promoter Score, and enthusiastic positive word of mouth.

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Top 5 Tips to Build an Effective Customer Marketing Strategy

SBI Growth

Some of the research that SBI has done this year highlights a trend of sales cycles getting longer and deal sizes getting smaller. This can be attributed partially to customers and prospects having more stakeholders involved in any buying decision—combined with tendencies for more conservative buying behaviors in 2023. With the rising difficulty in pursuing new logo acquisitions, many CEOs are choosing to go back to their existing customer base in 2024.

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Strategic Planning – Set it and Forget It?

The Center for Sales Strategy

Strategic planning is a crucial aspect of any organization's success. However, creating your strategic plan is just the beginning! To ensure success, it's essential to review progress regularly. Organizations that establish a plan to review progress reap the benefits. Set it and forget it seldom, or should I say, never have I seen it work.

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The Age of Nearbound Intelligence

Hubspot Sales

I sat in the virtual crowd at INBOUND 2023, eagerly absorbing the keynote speech from Yamini Rangan, CEO of HubSpot. Her talk was on customer connection in the new era — how information has transformed into intelligence, and how this intelligence is what allows you to connect with your customers. “It’s no longer just about acquiring information, but knowing how to act on intelligence.

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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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How to boost customer loyalty in a tough economy

Customer Think

Republished by author from: [link] Economic forecasts are subdued for 2024. There are some shards of light. But, uncertainty remains high in Americas, Europe, the UK and beyond. B2B leaders know their continued resilience, and recovery from the shocks of the past few years, is rooted in their customers.

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Future-Proofing Enterprise Sales: Engaging the Hybrid Buyer

FinListics Solutions

The twin forces of digital transformation and the aftereffects of the pandemic continue to alter the enterprise B2B sales landscape. Sellers have been greatly impacted by their buyers’ evolving needs, expectations, and behaviors, creating a demand for new sales outreach strategies and methodologies.

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25 Tips for Successfully Promoting Your Public Dashboard (with Templates!)

Envisio

Why do we love dashboards so much? Because public dashboards help local governments and other public sector organizations craft compelling narratives about the amazing work they do! Being able to transform raw data into engaging stories using visualizations, scorecards, and progress updates helps connect your community and key stakeholders with the work being done.

Media 52
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Achieving rapid growth through word of mouth with Immad Akhund

Zendesk

Mercury, a banking service for startups, was launched in 2019 and has since grown to 357 employees and tens of thousands of customers. CEO and co-founder Immad Akhund joined us to share some advice on classic strategies, ambition, and how to spread the word about your business. Here are his tips. Encourage your investors to talk about you on social media Mercury was founded to provide banking for startups.

Banking 52
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Negotiate Larger Deals More Quickly

What if there was a better method of changing the conversation with your customer from delivering pricing to delivering value solutions? A method that would help keep you in control, manage the uncertainty, and close larger deals more quickly for you and your company? There is.

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How to Use Black Friday and Cyber Monday to Grow Your Customer Base

Customer Think

With two of the biggest shopping days of the year, Black Friday and Cyber Monday coming up, businesses are preparing for the start of the upcoming sales seasons and looking for ways to expand their customer bases past the most anticipated weekend of the year.

Retail 72
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Upcoming Improvements to ClientIQ

FinListics Solutions

For some time the majority of ClientIQ has had a new and modern look to it. Unfortunately, while we were busy building new features there were a few areas we just hadn't quite gotten around to updating yet, and, well, it's time that we do so.

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Improved Digital Account Opening Must Be a Top Priority for 2023

NG Data

Streamlined digital account opening is crucial for deposit and loan sales growth. Consumers expect to finish the process on their smartphones quickly. The post Improved Digital Account Opening Must Be a Top Priority for 2023 appeared first on NGDATA.

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Workforce planning template: 7 examples + tips

Zendesk

What is a workforce planning template? A workforce planning template is a guide that helps a business align its workforce with future goals and objectives. Through strategic questions and steps, an organization can evaluate the current status of its employees and identify opportunities for training, hiring, succession planning, and more. In the American National Football League (NFL), teams don’t just happen to win the Super Bowl.

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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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Enhancing Customer Experience in Travel Clothing Retail through Community-Building Strategies

Customer Think

In the competitive world of travel clothing retail, brands are constantly seeking innovative ways to stand out and connect with their customers. One effective approach is the implementation of a community-building strategy. This strategy goes beyond traditional marketing and sales tactics, focusing on creating a sense of belonging and shared identity among customers.

Retail 72
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Defining a Systematic Approach to Oil and Gas Real-Estate Portfolio Management and Optimization

Planview

Of the varieties of enterprise real-estate portfolios, the oil and gas industry claims some of the most complex asset inventories with the highest risk. As the market continues to evolve and regulatory obligations expand, oil and gas companies may find that the complexity of their portfolios has quickly outgrown the standard means of management, requiring more in-depth optimization techniques.

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Rally Credit Union’s Rebranding Campaign Plays on Its New Name

NG Data

NavyArmy credit union is rebranding itself as Rally after adding "Community" to its name over a decade ago. The fifth-largest credit union in Texas aims to break the misconception that only military personnel can be members. The post Rally Credit Union’s Rebranding Campaign Plays on Its New Name appeared first on NGDATA.

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FIVE BEST PRACTICES TO ENSURE DATA SECURITY IN CRM

Apptivo

1. What is Data Sеcurity in CRM Softwarе? 2. What arе thе Bеst Practicеs of CRM Data Sеcurity? 3. Rolе of CRM in Customеr Data Sеcurity In thе digital еra, whеrе businеssеs thrivе on data-drivеn dеcision-making, Customеr Rеlationship Managеmеnt (CRM) softwarе stands as a linchpin in managing and nurturing customеr rеlationships. Howеvеr, thе prolifеration of sеnsitivе customеr information within CRM databasеs dеmands an unwavеring commitmеnt to data sеcurity.

CRM 52
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Contact vs. Company Intent Signal Data

Contact and company intent data both have their advantages. Contact-level intent leads can be acted on immediately to reach active buyers, while company-level leads improve outcomes for account-based marketing and other programs. This infographic unpacks the advantages of both contact and company data and gives details about how B2B marketers can benefit from both.