LATEST POSTS

Sharing is Caring: Use Industry Intelligence to Take Less and Give More

Posted September 01, 2020 by Bobby Martin

This is the fifth and final post in a series of five blog posts about how to create and implement a “SMART” strategy to manage client relationships — one that incorporates personalization and industry expertise into every client interaction. By using this tailored approach, your team will boost your organization’s sales conversion...

Keep it Real: Initiating More Meaningful Client Conversations

Posted August 14, 2020 by Susan Bell

This is the fourth in a series of five blog posts about how to create and implement a “SMART” strategy to manage client relationships — one that incorporates personalization and industry expertise into every client interaction. By using this tailored approach, your team will boost your organization’s sales conversion success and deepen...

Outside the Box: Using Industry Intelligence to Offer Alternative Ideas

Posted August 04, 2020 by Bobby Martin

This is the third in a series of five blog posts about how to create and implement a “SMART” strategy to manage client relationships — one that incorporates personalization and industry expertise into every client interaction. By using this tailored approach, your team will boost your organization’s sales conversion success and deepen...

Making More Informed Recommendations with Industry Intelligence

Posted July 28, 2020 by Susan Bell

This is the second in a series of five blog posts about how to create and implement a “SMART” strategy to manage client relationships — one that incorporates personalization and industry expertise into every client interaction. By using this tailored approach, your team will boost your organization’s sales conversion success and deepen...

Using a Strategic Mindset to Build Trust with Clients and Prospects

Posted July 21, 2020 by Bobby Martin

This is the first in a series of five blog posts about how to create and implement a “SMART” strategy to manage client relationships — one that incorporates personalization and industry expertise into every client interaction. By using this tailored approach, your team will boost your organization’s sales conversion success and deepen...

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