SBI Growth

SEPTEMBER 30, 2013

One of the biggest purchases a Sales Department makes is the CRM system. However, we’ve witnessed a varied success rate across CRM implementations. In many of these deployments the CRM system exists in a silo. Find out where your CRM system is optimized and where you can improve. Greater pipeline transparency.

CRM 121

CRM Finance Software Software 121

Red Star Kim

FEBRUARY 6, 2023

Client Relationship Management (CRM) systems are the foundation upon which the success of professional services firms’ marketing relies. Those with roles in CRM, digital marketing, analytics and data stewardship will live and breathe the challenge of data quality and data compliance (GDPR). Hooray to that! Onboarding was rapid.

Marketing 26

Marketing Artificial Intelligence CRM Digitalization 26

SBI Growth

DECEMBER 26, 2013

In this 2014 edition he predicts that “HR organizations will shift their focus from cost reduction to retention and engagement.” Jerry leverages his CRM system to manage his opportunities. Jerry’s finance organization has implemented an internal process to manage discounts. The war for talent is over, and the talent won.".

Sales 112

Sales Publishing Healthcare Finance 112

SBI Growth

SEPTEMBER 14, 2013

Some common concerns we hear when trying to pull this off: Getting a replacement requisition approved through Finance and HR. Get into your CRM and re-assess those opportunities that are lost. You can’t make the 2014 number unless you take action soon. We find numerous obstacles Sales VPs and Sales Managers face.

Finance 120

Finance Sales Management CRM Marketing 120

QYMATIX

MAY 25, 2021

Expertise in sales controlling and planning requires specific data mining techniques for ERP and CRM data. Of course, not every B2B organisation employs a sales controller, but yes, most of them should have sales controlling activities covered, in some cases by the general management, finance management or the sales manager herself.

Artificial Intelligence 98

Artificial Intelligence B2B e-Learning Sales 98

Red Star Kim

APRIL 24, 2023

Louise Wilson, Business Manager – Finance at Moneypenny said: “The data shows that even in an online world, we still seek the reassurance of human interaction. “Surveyed a variety of accountants and other financial service businesses and revealed they now receive 31% more calls.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Digitalization 26

Red Star Kim

FEBRUARY 8, 2024

Client relationship management (CRM) – how many close social (kimtasso.com). As well as prospecting tools for CRM ( Vainu , Apollo , Bloobirds ). For example, for accountants this might include Quoted Companies Alliance, UK Finance or Federation of Small Businesses.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130