Recontact

Thoughts and learnings on building effective client management services

The hottest Substack posts of Recontact

And their main takeaways
39 implied HN points β€’ 15 Mar 24
  1. Start by finding a common interest field, building hypotheses around it, and validating them. It helps provide direction in problem-solving.
  2. When searching for industry problems, focus on non-core issues that companies face. This approach can lead to valuable insights and potential solutions.
  3. Conduct interviews with a variety of people in the industry, from executives to lower-level employees, to gather a diverse set of perspectives and understand the depth of the problem. It can help in identifying the right problem to tackle.
39 implied HN points β€’ 29 Feb 24
  1. Always be passionate and excited about talking about your work and shamelessly sell to potential clients.
  2. In sales, key strategies include outbound, inbound, personal network sales, and handling calls for closing deals.
  3. Engage with clients genuinely, be a good listener during calls, follow up with gratitude, and strategically approach asking for payments.
0 implied HN points β€’ 13 Feb 24
  1. A sales funnel guides potential customers from awareness to decision, emphasizing understanding the customer journey and building trust.
  2. Challenges in sales for 2024 include standing out from competition, meeting quotas, reaching decision-makers, securing high-quality leads, configuring CRM systems effectively, and keeping prospects engaged.
  3. Insights from sales teams highlight the importance of personalized customer engagement, efficient data management, and adapting to remote or hybrid sales environments.
0 implied HN points β€’ 16 Feb 24
  1. Politicians need strong interpersonal skills to build public trust, understand constituent needs, and communicate effectively.
  2. CRM systems are essential for politicians to manage data, personalize communication, improve campaign efficiency, and track engagement.
  3. Politicians use CRMs uniquely by segmenting voters, integrating with social media, ensuring compliance, and managing large-scale operations.
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0 implied HN points β€’ 24 Feb 24
  1. Wealth managers can deepen client relationships by using CRM systems that go beyond just financial data to include personal details like milestones and events.
  2. Specialized CRMs designed for wealth management can help firms scale personal connections and enhance client engagement.
  3. Leveraging AI within CRM systems can transform data entry into a strategic advantage, providing wealth managers with personalized insights to strengthen client relationships.
0 implied HN points β€’ 11 Mar 24
  1. Have a sincere mindset when connecting with people for user interviews; understand their time is valuable.
  2. Personalize your outreach messages for better responses; even a simple name customization can make a difference.
  3. Building a personal connection with interviewees can lead to more valuable insights and willingness to help in the future.