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client management Tagged Articles



Best Way to Link Documents to Your Contacts
Do you spend precious time searching for emails and computer files relating to your contacts? Wouldn't be nice just to open your contact for the person you are about to call and click on a hyperlink, which opens the document you need right now? I'll share with you a little-know secret. Keep on reading.
Categorize to Maximize Efficiency
No matter how you keep track of your projects and tasks, it can be extremely beneficial to categorize your activities and tackle like-items at the same time.
Measuring Results: Key performance indicators can help set better goals for sales reps
Sales managers often rush to judgment if sales reps aren't meeting their quotas, and automatically assume that they either don't have the skills or the understanding to perform.

Other client management Related Articles

Do You Over Promise and Under Deliver
A new client recently admitted to me sheepishly that she often didn’t get to complete a client’s work until the client called to see if it was ready. I admired her honesty if not her time management skills.

PROGRAM MANAGEMENT PLANNING
Effective and efficient management of a contract is critical to its success. In addition, management methodology should be based on a clear understanding of the client’s requirements and past experience. Proactive management, direction, control, and motivation of project personnel are the cornerstones of successful management plans.
The Insider Secrets to Not Losing Your Shirt on your Client’s Next Project
My client Anna called me last week, completely frustrated, about an unfolding nightmare with her new client. Anna had recently accepted a new client who had an exciting project. They discussed what specific needs the client had, and Anna determined that it would fit in her schedule. She received a down payment for the work, and scheduled the time in her calendar.
How To Handle Customer Billing Snafus
Seriously, whether the client owes you the money or not is a moot point. Yes, you made an accounting mistake, but if the client agreed to pay you a certain amount each month in exchange for certain services rendered, and you have been under-billing that client for delivering those certain services, the client owes you the money, period.
Management and Mentoring with Empathy
This article is the second of a series of three covering the core conditions model developed by Carl Rogers and its application to Management and Mentoring. These core conditions were developed for use in Person Centred Counselling Psychotherapy and from my experience have great relevance to Management in general and my Mentoring practice in particular. The first article dealt with Unconditional Positive Regard (UPR) where I as a Mentor approach the client or a Manager approaches their team member with a totally positive view and look to assist to remove the externally put barriers to growth that are in the way of the team member or client in achieving their objectives. But there is more to the requirement than just approaching the client in a positive frame. One has to understand their position, truly. This is where Empathy comes in.
The Importance of Managing Clients for Your Home Based Business Opportunity
If you are managing a home based business opportunity from home you need to obtain some skills for client management. There are many ways to look after the needs of a client. When a client pays money for some service he expects to get the best value for his money.

10 Warning Signs That Prospective Client Is Not Right For You
In difficult economic times it is easy to let go of standards and take on a client who does not fit your vision of your ideal client. When few clients are in the pipeline it often looks attractive to take the ones that show up. When you do this you run the risk of having an angry client or worse one who is out a real energy drainer. Here are ten warning signs that tell you to avoid the client.

Law Firm Management Techniques That Improve Client Intake
Fast and efficient client intake is a key part of law firm management, and today's legal software tools make the process easier than ever. Organizing and monitoring the intake process not only makes for better cases, but improves client satisfaction and uncovers conflicts of interest.
A Means to an End
One of the most stressful moments for most sales people comes at the point when they have to decide whether or not to go around someone they have been dealing with to that point, be they client or prospect. There are a number of factors in determining if and when to do an end run in order to win a deal. The value of the product/solution to the client organization; how pervasive is your solution in the client’s organization; how the client goes about purchasing both in terms of deciding and executing the purchase. And most notably, how good the rep is to begin with.
Coaching and Psychological Styles: Adjust Your Approach!
Most coaches understand, intuitively, the need to adjust their approach in dealing with different types of clients, but quite often, these adjustments don’t come until it’s too late, and the client has already lost faith in the process. Using an assessment to determine a client’s Perceptual Style at the outset of the coaching relationship can shift the equation, giving the coach the tools he/she needs to connect with the client and speak that client’s language right away.
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