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Increasing CRM Upselling and Cross-Selling: 3 Steps

When it comes to growing revenues, the data all points toward cultivating active client relationships: It’s 68% more expensive to earn $1 from a new customer than from an existing customer (forEntrepreneurs) 70-95% of sales comes from upsold or cross-sold revenue (forEntrepreneurs) The probability of selling to an existing customer...
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3 Benefits of Data Enrichment You Can’t Ignore

There’s little doubt that data is a key asset to your business. Data is the first place leaders look to when envisioning go-to market expansion, analyzing sales effectiveness, or diving deeper into client satisfaction and retention. As a result, to ensure effective plans and strategies are made, businesses go to...
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9 Growth Strategies for Legal Marketing Teams

In the legal services market, growth has stalled, corporate clients are taking their legal needs in house and independent law firms are losing their share of the market. But with the right strategic focus and insight, your firm can stem the tide, raise your visibility and lock down new business. Need a...
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6 Best Practices for Improving Your CRM Data Quality

If yours is like most companies, you have a problem with CRM data management. You’ve invested countless hours and dollars implementing a customer relationship management system to help keep your database organized and business development teams aligned, but enabling them to sell in a way that has a positive impact...
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Accounting Business Development: 19 Tactics & Trends

With 72 percent of accounting firms struggling to win new business and a third of clients considering a switch to a competitor, it’s clear that current retention and acquisition strategies aren’t working. It’s time to develop new strategies for gaining new business and holding onto existing clients. Read on for advice...
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How to Grow Your Accounting Firm: 5 First-Hand Tips, Tactics, & Tricks

There are over 42,000 accounting firms in the U.S. alone representing an industry that generates $156 billion annually. And among those 42,000 firms are “The Big Four” firms that produce roughly 85% of the industry’s revenue. Competition in the industry is fierce and 72% of professional services firms report they...
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Top 5 Takeaways: State of CRM at Law Firms 2018

The usage of Customer Relationship Management (CRM) technology in the legal sector is growing rapidly. For firms in today’s economy to stay competitive, they need to create a single source of truth for all business development and client management within the firm. But in order to get the most business...
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3 Biggest Barriers That Impact Your CRM Success With David Whiteside

Customer relationship management (CRM) software is a necessary tool for modern selling organizations. CRM systems are widely used across organizations to support sales, marketing, business development and customer success track account and contact data. In fact, 91% of companies with over 10 employees have a CRM system. However, it has...