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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. An important assessment that I use a lot is for Emotional Intelligence (EQ). kimtasso.com). kimtasso.com).

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The Best Software for SMBs: What’s in Your Tech Stack?

Nutshell

Thankfully, there’s a way to streamline your processes and improve your team’s productivity with the help of software for SMBs. FREE GUIDE Best software for accounting and bookkeeping Is your small business making a profit? This accounting software tool for SMBs has a support hub for video tutorials and articles. Find out here.

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Why Robots and Systems Can’t Replace Human Connection

Sales Gravy

Yarbrough shares his experience selling fleet management software to a tough, blue-collar demographic, and the challenges of hiring for industry experience versus coaching new hires with the right mindset. Jeb and Will also dive into the importance of having organic conversations versus over-engineering the sales process.

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Telephone skills: Anxiety, voice, etiquette and the client experience

Red Star Kim

All communications were disrupted during lockdown – the telephone once again became a valuable means of communications in the absence of face-to-face meetings. Some firms have software that monitor the speed of call answering and provide statistics on performance which are measured against promised standards. Delegate poll results.

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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

CRM and Marketing Automation Software for SMBs | Act! Microsoft Dynamics 365 CRM Software | Infor CRM SLX (In 2014, Infor acquired Saleslogix from Sage) What is Intapp CRM? Finding ways to meet with people in real time (such as at social events) can help.

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Mastering Relationship Management in Sales

Arpedio

The Role of Emotional Intelligence in Sales Relationships Emotional Intelligence (EI) is crucial in sales, acting as a bridge between understanding customer needs and responding to them effectively. Sales professionals must tailor their solutions to meet the unique needs and preferences of each customer.

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What is an Outbound Call & How Do You Make Them Effectively?

Hubspot Sales

If you're a sales rep, check out or brush up on trainings related to your company's messaging, common sales tactics that work on the ideal buyer persona, and experiences aimed to help you master soft skills, like persuasion, communication, and emotional intelligence. Use the right software. Make the call.