Tag Archives: client relationship management

5 crucial ingredients for a CRM system which really works

March 25, 2010 – 7:56 am

I was asked a question by a client recently, wanting to know how I managed my CRM, and what help I could give them to help them get more ‘efficient’ with managing their sales pipeline. After asking around, I came up with this list…

By Heather Townsend | Posted in business development, business efficiency | Also tagged , , , | Comments (0)

The 7 deadly sins of client service

January 27, 2010 – 8:32 am

Good client service does not happen by accident. Read on for the seven deadly sins of client service

By Heather Townsend | Posted in business efficiency, marketing and branding yourself | Also tagged | Comments (2)

How healthy are your practice’s assets?

December 1, 2009 – 7:31 am

As a professional advisor you have two main assets – your knowledge and skills and your relationships with your clients. The difficulty is unless you continually work on developing these assets, the health of your practice will slowly decline.

By Heather Townsend | Posted in business development, business efficiency | Also tagged , , , , , | Comments (0)
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