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Outside The Box Ideas for Better Client Retention

The Center for Sales Strategy

Client retention is and will always be pivotal for the success of businesses. In fact, client retention is a true measure of the experiences an organization delivers to its clients. Based on these experiences, clients or customers decide if they want to continue business with a given firm or not.

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10 New Capture Strategy Tips to Keep Clients & Avoid Competitive Bids

Account Manager Tips

How a capture strategy helps avoid competitive bidding Is your client due for renewal? Avoid a bidding war and follow these 10 capture strategy tips to keep your client long before they think of going to RFP. Add value on a regular basis and show your client the benefits of your partnership well in advance of the renewal.

Suppliers 246
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23 Client Gifts that Keep Your Company Top of Mind All Year

Hubspot Sales

Client Gift Ideas. Better Swag. Customer retention is crucial to sustainable company growth. Don’t overdo it: If your client pays $200 a year for your product/service and you send them a $300 coffee maker -- that’s overdoing it. Think outside the holidays: Don’t relegate gifts to the holiday season.

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How To Do A SWOT Analysis [with examples]

ClearPoint Strategy

Many organizations have failed at trying to get everyone on the same page and agree to the details of a plan—more often than not, their efforts proved to be both ineffective and time consuming. Something had to be done. Albert Humphrey of the Stanford Research Institute determined in the 1960s to identify why corporate planning consistently failed.

Finance 98
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How AI helps account managers improve their communication skills, with Soumya Mohan

Account Management Skills

I believe it’s pretty game-changing for account managers to help them communicate on a much more deeper level with their clients. I believe it’s pretty game-changing for account managers to help them communicate on a much more deeper level with their clients. Soumya is the co-founder and COO at Poised.

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How To Do A SWOT Analysis [with examples]

ClearPoint Strategy

Do you have an exceptionally high employee retention rate? A SWOT analysis is a high-level strategic planning model that helps organizations identify where they’re doing well and where they can improve, both from an internal and external perspective. It is an acronym for “ S trengths, W eaknesses, O pportunities, and T hreats.”

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Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

Red Star Kim

This post summarises some of the key themes emerging from the recent online MBL “How to manage and grow your private client practice” full day session . Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI. Effectively, it extends recruitment reach (and retention) in terms of potential talent.