Red Star Kim

DECEMBER 5, 2023

Proactive marketing and business development executives – CRM, internal engagement and career insights. What CRM/systems would people recommend? A variety of specialist (to professional services) and mainstream CRM systems were explored. CRM and Marketing Automation Software for SMBs | Act!

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

Red Star Kim

NOVEMBER 1, 2023

Protectionism – Some fee-earners could be insecure and defensive about sharing client information and relationships. The culture and rewards systems sometimes worked against integrated client teams. Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking.

Key Account Management 130

Key Account Management Account Management Value Proposition Client Relationships 130

Arpedio

JANUARY 5, 2024

Personalization : Tailoring your approach to fit the unique needs and preferences of each client enhances the relationship. Feedback and Adaptation : Actively seeking feedback and being willing to adapt your approach can significantly improve client relationships.

Management 52

Management Emotional Intelligence Client Relationships Sales 52

Red Star Kim

OCTOBER 16, 2023

Most commented on the data challenges of referrer management – although accountants using PracticePortal were happy with their CRM. Sharing some CRM horror stories felt like much-needed therapy. Some commented that their client and referrer data lived in teams’ closely-guarded team spreadsheets. amongst us. Sharing is caring?

Management 130

Management Emotional Intelligence Onboarding Communication 130

Arpedio

OCTOBER 17, 2023

These teams not only safeguard and nurture vital client relationships but also drive revenue and stability. Training should focus on communication, negotiation, and conflict resolution skills, as these are vital for managing client relationships effectively. Define their responsibilities and metrics for success.

Account Management 52

Account Management Management Client Relationships Construction 52

PandaDoc

MAY 28, 2024

Tools like CRM and document workflow management software are key to a seamless transition to consulting sales. Let’s delve into the pivotal role consultative selling plays in fostering meaningful client relationships and driving long-term business success. For example, you sell customer relationship management (CRM) software.

Sales 52

Sales e-Learning Healthcare Software 52

Red Star Kim

APRIL 24, 2023

Yet there was an interesting article In March 2023 17 Top Reasons Lawyers Don’t Call Their Clients – The BTI Consulting Group “High-quality voice dialogue between clients and their relationship partners remains rare. This leaves a lot of room to develop client relationships”.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Digitalization 26