Remove Facilitation Remove Marketing Remove Onboarding Remove Stakeholders
article thumbnail

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. We spent some time on mission and value statements (looking at examples from other private client teams) – and how they are formed through analysis and discussion with stakeholders.

article thumbnail

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. As an additional learning resource for delegates, I review the key themes of The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media.

Media 130
article thumbnail

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. For me it was having beautifully branded pages that made people excited to use Showpad during onboarding.

article thumbnail

What is Guided Selling?

Upland

Adaptive Strategy: Guided Selling, backed by a well-merged methodology, remains adaptable to evolving market dynamics and customer preferences while maintaining core consistency. This approach extends beyond the sales department to include marketing, customer support, and other key stakeholders.

article thumbnail

Account Planning Template

ProlifIQ

How does the company go to market? Key account planning drives the sales and support teams to document the stakeholders you will be working with. Once you’ve documented the key players in an organization you can begin to prospect and market to other business units. What are the main challenges of the business?

article thumbnail

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. Build market awareness and generate leads. Get onboarding help. Build market awareness and generate leads. What is a business ecosystem? Research your business ecosystem.