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Tag Archives: Customer

a start-up needed a sales process and crm solution…

February 14, 2013 6:00 am / michaele rachlin

A start-up with deep industry knowledge and a talented young business development leader needed to build a pipeline and client base for its commercial real estate financial services business.  The team wanted to create a repeatable and scaleable sales process and rapidly grow the development team and pipeline. The work needed to be accomplished very … Read More →

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Posted in: BPI business improvement, business, clients & crm, knowledge management, mentor, operations management, real estate & asset management, team building / Tagged: business transformation, clients & crm, customer, operations management, performance improvement

building customer loyalty & extending the brand….

December 28, 2012 6:00 am / michaele rachlin

A large homebuilder had significant existing relationships with vendors, including telecommunications, electrical and others – while their homebuyer customers tend to make many major service provider decisions at the time of their move.  The homebuilder wanted to provide extended features and benefits to their customers, to provide added value and build loyalty. This represented a … Read More →

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Posted in: affinity & loyalty, clients & crm, data warehouse | analytics, online & digital business, online presence, PMO & project management, products, real estate & asset management / Tagged: agile, business intelligence, business transformation, clients & crm, customer, e-commerce, homebuilding, loyalty, product design, project management, team leadership

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