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37 Sales Leadership Stats to Know in 2020

Hubspot Sales

Sales Leadership Stats. 63% of sales leaders believe virtual meetings are as effective as in-person meetings. When moving to the next deal stage, 72% of high-performing sales leaders find virtual meetings to be more effective than face-to-face meetings. B2B Sales Leadership Stats. Sales Performance.

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CRM Onboarding: Steal Our Battle-Tested Framework

Insightly

CRM onboarding is the process of introducing new users to a CRM system. CRM onboarding is an essential part of the process of adopting a new CRM, and it plays an instrumental role in helping users get the most out of their new system. Understanding what is CRM onboarding is important for anyone adopting a new CRM system.

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Everything to Include in Remote Sales Meeting Notes

Hubspot Sales

Could the same be said of ending Zoom meetings and closing browser tabs? Including these things in your meeting notes can help maintain clarity and alignment throughout your sales process. Meeting Agenda. A well-organized agenda is the cornerstone of effective meeting preparation. Goals and Objectives. Attachments.

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Referrer Management – Capacity and Capability

Red Star Kim

Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management. A starting point was onboarding where data, preferences, potential and priority assessment took place.

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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. There is also a post on emotional intelligence and leadership Research on leadership and emotional intelligence (EQ) (kimtasso.com).

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Top 10 Tips for Onboarding Remote Employees

Kainexus

The transition to remote work has been tough enough on its own, but bringing on a new hire, getting them trained and acclimated to the culture without ever meeting them in person is a big ask. We've put together a few tips to help, if you find yourself in this situation.

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Professional services marketing/BD case studies – Moore Kingston Smith, Mazars, Capsticks, Fladgate, Travers Smith, Mills & Reeve and brand awards

Red Star Kim

There are case studies of thought leadership, branding, pricing and strategy. Mazars C-suite barometer 2023 – Mazars – United Kingdom Although not specific to professional services, there was a helpful article on unlocking thought leadership through great interviews in June – with insights from former FT and Times writers.

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