relationship intelligence automation

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07 Nov: The Value of Relationship Intelligence Automation With Brent Leary

In today’s marketplace, business development teams need to be on top of their relationships now more than ever. With over 84% of buyers beginning their buying process through a referral, client relationships are now the driver of new business. The pressure is on for business development and sales teams to develop and maintain strong client relationships.

As relationship intelligence automation expert Brent Leary shares, this traditionally takes salespeople an enormous amount of time. So how can firms help their business development and sales teams create strong relationships without sacrificing so much valuable time?

According to our trusted expert, Brent, the…

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19 Sep: What is Relationship Intelligence Automation?

Ask any successful business professional what it takes to build a sustainable business and they will tell you the key is cultivating and developing relationships with potential and existing clients. With so much riding on the relationships between businesses and their prospects and clients, it makes perfect sense that so many organizations have adopted Customer Relationship Management (CRM) software. But CRM on its own does not fuel the interactions that take relationships to new levels and make them pay off.

Why CRM Falls Short

CRM works perfectly well for the task it was designed to handle: managing a company’s interactions…

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09 Aug: Can CRM Help Your Firm Grow? Research Says Yes – and Here’s How

While many elements factor into business development, many firms are finding that customer relationship management (CRM) software is playing a key role. That’s because business development today requires more than prospecting and making cold calls. In fact, these days, firms increasingly drive new business – both from existing and new clients – by developing and nurturing relationships with key influencers and decision makers. Firms find that enhancing these efforts is just one of many advantages of using CRM.

Research shows that organizations can expect to see ROI of $2.50 to $5.60 on every dollar invested when CRM is properly integrated….

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24 Apr: Brent Leary Shares How CRM Evolution is Blazing Industry Trails

Hundreds of professionals who want to stay on top of the latest innovations to engage their customers will be descending upon Washington, D.C., to attend CRM Evolution, April 24 – 27. Among them will be Brent Leary, Partner, CRM Essentials.

Brent will be leading panels and presenting throughout the conference. This includes a discussion about artificial intelligence (AI) with executives from SalesForce, SAP, Microsoft, Oracle and Lithium Technologies and a presentation on how virtual companions, like Amazon Echo, will change customer engagement forever.

“Attendees will be hearing a lot about AI and deep learning and how that is taking over the heart…

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15 Nov: Yes, It Is Possible for Law Firms to Succeed with Cross-Selling

Most lawyers view cross-selling the same way millennials view social security. They realize it’s intended for the greater good, but the personal benefits are unclear, and they sure aren’t going to contribute more than what’s required.

Let’s suppose for a second that lawyer pay was determined purely by profit sharing. Now the personal benefits of cross-selling become clearer because the data overwhelmingly supports it.

Cross-selling proven to increase revenue, service efficiency and loyalty

BTI Consulting Group found that the typical law firm has about 23% of the potential business it could be receiving from a top client, and that…

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09 Nov: What Is Relationship Intelligence and How Do Companies Acquire It?

“We manage” doesn’t inspire much confidence, does it? Take the following interaction, for instance:

Question: How do you attract and engage new clients while making sure your existing clients are happy?

Answer: Oh, we manage.

Sure, you won’t find many executives who would respond this candidly. You will, however, find plenty of companies that take the “we manage” approach with one of its most valuable assets: relationships.

In her post, Customer Relationship Automation Is the New CRM, Harvard Business Review contributor Clara Shih explains the limitations of traditional CRM.

“I run an enterprise technology company, and we’ve seen just…

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02 Nov: What Is Relationship Mapping and How Does It Work?

In the business world, potential clients say “pass” all the time due to weak relationships and lack of understanding. So do existing clients. It’s a convenient way to move decisions forward. The more complicated the decision, the more at stake, the more important relationships become.

With CEB reporting that 5.4 people now participate in the average B2B purchase decision – a number that keeps increasing – companies can no longer rely on the strength of one relationship to ensure business decisions go in their favor. It doesn’t work like that anymore. Most executives just aren’t willing to put their…

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12 Oct: Complex Selling Q&A: Matt Heinz and Barbara Giamanco on Winning with Customer Data

In the modern vendor/client relationship, there’s no question about who occupies the driver’s seat: the driver.

Okay, bad jokes aside, we all know the customer is in charge. For sales and business development teams, this means that anything short of an excellent experience won’t result in a conversation, let alone a closed sale.

Customer data and relationship intelligence play an increasingly pivotal role for business development teams that need to ensure contextual, on-point experiences for clients and sales prospects alike. To help you do more with customer data, we turned to two of the brightest minds in the sales…

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05 Oct: The Big Bang of RIA! How Relationship Intelligence is Helping Sales Blow Away Quotas

Marketing hates it when they work so hard to create leads and then sales fumbles them… or doesn’t maximize their chances of closing.

And Sales hates it even more for that matter.

Imagine if marketing leads were truly jumped on! If they were handled by the person with the best relationship. Life would be so much smoother.

Happily ever after would be the mantra of sales and marketing. Think Shrek and Fiona. Like that happy!

But salespeople are overloaded with so many things, including sales tools they are required to adopt. Ask yourself, “Does your sales team think that…

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28 Sep: Behold as We Enter the Age of Relationship Intelligence Automation

Learn how your sales team can close more deals – fast – with RIA: An Interview with CRM Expert Brent Leary

Can you honestly say that your CRM is a revenue generator? Most of us cannot.

If you are part of “most of us” then it’s time to become aware of the new age of Relationship Intelligence Automation. RIA is calling for enterprises to transform their CRMs. So don’t even think about throwing them out or consider replacing them.

The focus of RIA, as Brent Leary of CRM Essentials says is to:

build more efficient relationships help increase opportunities, and…