Insightly

JANUARY 2, 2024

Simply divide your net profit by the total investment, multiply by 100, and you have your number: ROI = net profit / total investment * 100 But estimating ROI for a business system—such as a Customer Relationship Management system (CRM) —is not as straightforward as a one-time advertising campaign. the ROI of CRM).

CRM 52

CRM Co-Creation Onboarding Decision-making 52

Insightly

SEPTEMBER 27, 2023

“I’m already paying enough for my CRM. It’s a fair question that many midsize companies ask when implementing their first or a new Customer Relationship Management system ( CRM ). So, is a CRM success plan actually worth the cost? Let’s see if it’s right for your business.

CRM 52

CRM Onboarding Brainstorming Software 52

Insightly

SEPTEMBER 27, 2023

“I’m already paying enough for my CRM. It’s a fair question that many midsize companies ask when implementing their first or a new Customer Relationship Management system ( CRM ). So, is a CRM success plan actually worth the cost? Let’s see if it’s right for your business.

CRM 52

CRM Onboarding Brainstorming Software 52

Arpedio

APRIL 30, 2024

Understanding Account Growth Strategy In this section, we will take a closer look at the intricacies and purpose of account growth strategy. Understanding how to effectively implement this strategy is crucial for long-term success in maximizing your business growth and revenue.

Account Growth 52

Account Growth Client Relationships CRM Business Growth 52

Nutshell

MARCH 28, 2024

A refresher definition 5 best practices for managing a sales pipeline for a startup3 types of client onboarding Prioritize your good leads, drop your bad leads Analyze your pipeline regularly Update your processes regularly Standardize your sales pipeline Automate sales pipeline tasks with a CRM What is a sales pipeline?

Management 71

Management Prioritization CRM Sales 71

Arpedio

JANUARY 3, 2024

Account Management is centered around nurturing existing customer relationships , while Opportunity Management is focused on identifying and capitalizing on potential sales opportunities. Both strategies are critical to business growth, but require distinct techniques and skill sets to execute effectively.

Account Management 52

Account Management Management Client Relationships Prioritization 52

ProlifIQ

AUGUST 2, 2024

2024 QBR Template & Overview Quarterly Business Reviews (QBRs) are pivotal in ensuring successful client relationships in the B2B sector. Crafting an effective QBR template is essential for account managers, customer success professionals, and enablement teams aiming to enhance client engagement and drive business growth.

Account Planning 52

Account Planning Client Relationships Stakeholders Prioritization 52

Arpedio

MARCH 5, 2024

In the intricate dance of business success, one partner often overlooked is account management. It’s the backbone that sustains client relationships, fosters loyalty, and ultimately drives growth. While acquiring new clients is vital for business growth, neglecting existing relationships can be detrimental.

Account Management 52

Account Management Management Client Relationships Prioritization 52

Arpedio

JANUARY 5, 2024

Today, effective relationship management is about understanding and aligning with customer goals, creating experiences that foster loyalty, and leveraging relationships to drive business growth. It’s a nuanced art that balances empathy, strategy, and business acumen.

Management 52

Management Emotional Intelligence Client Relationships Sales 52

ACT

SEPTEMBER 21, 2021

Although every step of the customer journey involves multiple actions and touchpoints, the good news is that much of this can be automated with a customer relationship management (CRM) platform. What is CRM anyway? With CRM, customer details and preferences are recorded and all customer activity and engagement are tracked.

Financial Services 52

Financial Services CRM Customer Experience Client Relationships 52

Arpedio

MARCH 5, 2024

By identifying upsell and cross-sell opportunities , mitigating churn, and optimizing resource allocation, businesses can maximize the lifetime value of their client relationships and achieve sustainable business growth. What are Account Management Solutions?

Account Management 52

Account Management Management Client Relationships Facilitation 52

ACT

SEPTEMBER 20, 2021

Although every step of the customer journey involves multiple actions and touchpoints, the good news is that much of this can be automated with a customer relationship management (CRM) platform. What is CRM anyway? With CRM, customer details and preferences are recorded and all customer activity and engagement are tracked.

Financial Services 52

Financial Services CRM Customer Experience Client Relationships 52

Nutshell

MARCH 11, 2024

A great tool during the prospecting stage is a customer relationship management (CRM) platform. With the CRM features in Nutshell , you can manage relationships, gain oversight of your sales processes, generate advanced reports, implement email automation, and much more. DOWNLOAD Is your business ready for a CRM?

Negotiation 77

Negotiation Sales Decision-making CRM 77

Arpedio

JANUARY 4, 2024

The Strategic Importance of Account Mapping in B2B Sales Account mapping has become a lynchpin in B2B sales strategies, empowering organizations to gain an unprecedented view of their clients’ hierarchies and influence networks. Visualize your account landscape to identify existing and potential high-value clients.

Sales 52

Sales B2B Decision-making CRM 52

Arpedio

OCTOBER 17, 2023

How to build a winning account management team Account Management Software ← Back to blog A winning account management team can be your secret weapon to supercharge your company’s growth and customer satisfaction. These teams not only safeguard and nurture vital client relationships but also drive revenue and stability.

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

Arpedio

MARCH 6, 2024

Understanding Account Management In the realm of business, account management stands as a cornerstone function responsible for nurturing and overseeing client relationships. At its essence, account management goes beyond mere transactional interactions; it encompasses a holistic approach to client engagement.

Account Management 52

Account Management Management Prioritization Client Relationships 52

LinkedFusion

AUGUST 21, 2023

How to handle lead generation and appointment setting for b2b clients? How can you leverage your CRM to optimize your b2b sales cycle? When it comes to driving business growth in the B2B sector, employing cold prospecting techniques for appointment setting is a critical strategy.

CRM 52

CRM B2B Decision-making Meetings 52

Arpedio

DECEMBER 19, 2023

In this comprehensive guide, we delve into the nuts and bolts of Account-Based Selling, a strategy that has revolutionized the sales process for countless businesses. From CRM systems to analytics tools, technology plays a pivotal role in identifying potential accounts, tracking engagements, and analyzing results.

Decision-making 52

Decision-making Account Planning CRM Marketing 52

DemandFarm

JULY 30, 2024

This requires understanding the client’s organizational structure and identifying the decision-makers. Imagine you’re pitching a new CRM system to a large corporation. Step 3: Understand Decision Criteria Engage with the client to understand the criteria they use to evaluate potential solutions.

Decision-making 40

Decision-making Value Proposition Sales B2B 40

SmartKarrot

MAY 18, 2022

Become an expert on PX platform, to optimize lead campaigns, and transfer this knowledge to the clients. Build and maintain client relationships at all levels through frequent meetings, trade shows, and continuous communication. Develop and maintain senior level relationships within your client base.

Customer Success 19

Customer Success Customer Life Cycle Account Planning Client Relationships 19

SmartKarrot

OCTOBER 14, 2022

Whether you have ten clients or 10,000, some will be more important to your future growth than others, and not all clients will be created equal. To increase the revenue from their most valuable client relationships, the best sales leaders design formal, quantifiable, and repeatable processes. Concluding Thoughts

Key Account Management 10

Key Account Management Account Management Management Suppliers 10

SmartKarrot

OCTOBER 11, 2022

Whether you have ten clients or 10,000, some will be more important to your future growth than others, and not all clients will be created equal. To increase the revenue from their most valuable client relationships, the best sales leaders design formal, quantifiable, and repeatable processes. Concluding Thoughts

Key Account Management 10

Key Account Management Account Management Management Suppliers 10

SmartKarrot

DECEMBER 28, 2021

Suppose you are a business owner or a responsible business executive. In that case, you do not need to explain why these tuning-ups are necessary for a better customer experience and your business growth. Your customers can enjoy far stronger client relationships with less frustration.

Customer Success 10

Customer Success Software Software Customer Experience 10