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

Red Star Kim

Private client management and marketing: Business plans, recruitment, assessments and automation. And 90% didn’t have a marketing plan for private client. Horizon scanning, weak signal detection and strategic, market and competitor analyses are key here.

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Sales software for small business: 10 of the best options on the market today

PandaDoc

In the modern marketplace, leveraging sales software for small businesses can make a world of difference. Key takeaways: Sales software options offer a diverse range of features, from lead management and CRM to analytics and automation. This makes it easier to invest in the right software without breaking the bank.

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Back to the Future: F2F selling is returning, but virtual selling is here to stay

Strategic Account Management Association

These challenges mirror those of working remotely inside organizations, including how to onboard new employees, how to maintain cultural cohesion without face-to-face contact and how to enable innovation without regular, unstructured interactions.

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How You Can Build a Successful Onboarding Program with Showpad

Showpad

Onboarding can be complicated. Getting your revenue teams up to speed can be a challenge in its own right, but with the right software and tools, you can create an efficient onboarding program that sets everyone up for success. If you missed it, we’ve recapped the session for you.

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Why CRM in Project Management Is Important for Business Growth

Nutshell

Bringing sales, marketing, customer success, and project management teams together with a solid CRM software integration improves company-wide success and growth. Customer relationship management (CRM) software makes it easier for sales, marketing, and customer success teams to gather and extract customer data.

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6 Steps for scaling a small business to enter new markets

ACT

Scaling your small business to the next level and taking over new markets. In this article, we’ll outline six steps to help you enter new markets and expand your small business. Define your business goals When you decide to expand your business, it’s natural to start looking for new markets. But what’s next?

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Artificial Intelligence Software: the truth about development.

QYMATIX

AI sales software saves time, stress and costs, while improving customer lifetime value and experience. For that reason, let’s focus on the “make or buy” decision and park the benefits of AI-powered software in another article. Or put another way: What is the main goal to achieve with the AI software? B2B sales is no exception.