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

Red Star Kim

Developing a business plan was seen as a priority for those who were new in leadership roles in their firms as well as established leaders looking to drive development and growth (see delegate top takeaways below). Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team.

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What is Guided Selling?

Upland

These tools are a centralized repository where relevant information about individuals, key stakeholders, potential opportunities, next steps, and more can be accessed. This approach extends beyond the sales department to include marketing, customer support, and other key stakeholders.

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What a User-Friendly Tool for Strategy Execution Looks Like (And Why Your Organization Needs One)

AchieveIt

From seamless onboarding to fostering collaboration across teams, the right tool becomes the cornerstone of effective strategy execution. A quick and simple onboarding process A seamless onboarding process for a strategic planning and execution tool is more than a convenience.

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Account Planning Template

ProlifIQ

Key account planning drives the sales and support teams to document the stakeholders you will be working with. Collaboration: By providing a shared document that team members can contribute to, an account planning template can facilitate collaboration and ensure everyone is on the same page. Gather all of the relevant information.

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10 Key Ways to Leverage Your Business Ecosystem to Close More Deals

Hubspot Sales

Here, you'll learn how to successfully work with your business ecosystem at every stage of the sales process — from prospecting to customer onboarding. Get onboarding help. Participating in these communities is a great way to network with other organizations and stakeholders in your business ecosystem. Get onboarding help.

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How Sales Operations Drives Success – Part 1: Key Areas of Discipline

SalesGlobe

Sales Operations plays a critical role in identifying problem areas, making recommendations for improvement, and pulling the resources to facilitate the needed change. A well-defined sales cadence aligns frontline sellers with leadership objectives. Continuous improvement is a daily focus. Technology. Partnerships.

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5 Ways Coaching Elevates Team Performance

CMOE

Provides Support and Facilitates Open Communication. This can help team members avoid formal performance-improvement plans or even separation from the organization and helps the organization avoid the tangible and intangible costs of employee turnover, recruitment, and onboarding. Provides a Mechanism to Celebrate Success and Progress.