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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. Core challenges for private client law leaders The core challenges identified throughout the day were the interlinked topics of business plans, recruitment, assessments and automation. 10 reasons why (kimtasso.com).

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

AchieveIt

Does your strategy, the backbone of your organization’s success, live across various spreadsheets and documents? Or perhaps you use an obscure planning tool that only you, the strategy leader, fully comprehend? If this sounds familiar, you might consider shifting to a new tool to manage your strategy.

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The Future of B2B Wholesale: Predictive Analytics and ERP Data Mining

QYMATIX

How can applications of these technologies help wholesale distributors? Predictive analytics has many applications: Weather forecasting, traffic congestion prediction, and sales or sales forecasting. For B2B wholesalers, predictive sales software can predict customer behaviour. – What is Predictive (Sales) Analytics?

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Gap Analysis Explained: What is a Gap Analysis + Why Your Strategic Plan Needs One

OnStrategyHQ

Your strategic plan is like a flight of stairs. A gap analysis is not merely a 2-step process that focuses on where the organization is now versus where you want it to be in the future, but a fully thought-out action plan to elevate your organization. Importance of gapanalysis to strategic planning.

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How to Identify Key Accounts: A Quick Guide to Getting it Right

Account Manager Tips

Like Portrait Software, a small client of mine acquired by Pitney Bowes, a global technology company. Portrait Software became a key account, and within 18 months, that partnership led to winning the larger Pitney Bowes business. Harmony Score clients based on how well they fit your solution, your culture and your business strategy.

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Sales AI: How Artificial Intelligence is Shaping the Future of Sales

Arpedio

In sales, AI applications can range from automating routine tasks like lead scoring and email outreach to providing personalized recommendations based on customer behavior and historical data. By leveraging predictive insights, sales teams can prioritize leads, optimize sales strategies, and anticipate customer needs.

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An Insider’s Guide to Modern PPM: Evolving Approaches and Technology

Planview

PMOs are in a state of transition: ever shifting to support different teams, ways of working, strategic objectives, transformation programs, priorities, and more. Managing this level of complexity and constant change requires a modern approach to PPM – one that positions the PMO to become a more strategic creator of business value. “