SOEE what’s new... Defining and managing Account Ownership is the first step to identifying who “owns” the client, partner, or prospect relationship. Once account ownership is established, the next step…
Insights
Who Owns the Account?
SOEE what’s new... As relationships expand and become more complex, aligning Account Ownership can be challenging. The complexities of account ownership become more involved as employers identify the many relationships that…
Digital Marketing Technology Meets CRM for Advanced Analytics
SOEE what’s new... MOHR Advantage and Inbound Ignited provided a breakout session at the 2021 Midwest Digital Marketing Conference (#MDMC). Their topic focused on digital marketing and integration strategies with Customer Relationship…
Complexities of Account, Contact, Lead, and Opportunity Ownership
SOEE what’s new... Managing “Ownership” of prospect and client relationships can be complex. As organizations review the multiple touch points related to Marketing, Business Development, Sales, Customer Success, Account Management,…
Sales and Internal Operations – Setting the Stage for Client Success
SOEE what’s new... The alignment and communication between the sales organization and internal operations is critical to customer success. Contacts, relationships, and trust have been forged throughout the sales cycle…
Learning from Client Churn, Lost Opportunities, Disqualified Leads, Lack of Appointments
SOEE what’s new... Organizations continue to face competitive pressure to protect existing clients from cancellation or churn. In addition, new sales opportunities are lost, marketing leads are disqualified, and business development…