Category Archives: Customer Relationship Management

Is Industry Expertise Overrated When Choosing a Provider?

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. When business leaders select a professional services firm, it is not uncommon for them to focus first on whether a provider has relevant experience in their specific … Continue reading

Posted in Customer Relationship Management, Customer Service, Financial Consulting Services, Professional Referrals, Professional Services Firms, Sales Strategies | Tagged , , , , , , , , , , | Leave a comment

Why You Need to Diversify Your Customer Base

This week’s post and linked full PDF are by Sherry Rahbar, Partner, CFO Edge, LLC. We’re all familiar with the importance of diversifying an investment portfolio to, for example, mitigate the impact of one stock’s or one sector’s price fluctuations. Similarly, … Continue reading

Posted in CFO Services, Customer Base Diversification, Customer Relationship Management, Customer Retention, Customer Service, Los Angeles, Sales Coverage Models, Sales Strategies | Tagged , , , , , , , | Leave a comment

Do You Really Need to Make That Business Trip?

This week’s post and linked full PDF are by William K. Thorpe, Partner, CFO Edge, LLC. With air travel presenting challenges around time lost flying, reduced on-plane seating space, and security compliance, virtual meetings via teleconference are becoming a more attractive … Continue reading

Posted in Cost Cutting Strategies, Customer Relationship Management, Customer Service, Los Angeles, Virtual Meetings | Tagged , , , , , , , , , | Leave a comment

How to Tell If You’re About to Lose a Customer & What to Do Next

This week’s post and linked full PDF are by Sherry Rahbar, Partner, CFO Edge, LLC. Given research that shows it can cost five times more to acquire a new customer than to retain one, Los Angeles and Southern California executives … Continue reading

Posted in Customer Loyalty, Customer Relationship Management, Customer Retention, Customer Service | Tagged , , , , , , , | Leave a comment

How Your Clients Can Say “Goodbye” to Bad Client Relationships

This week’s post and full linked article are by John W. Braine, Partner, CFO Edge, LLC. A number of reasons – unreasonable demands, slow payment, asking for a lower price, or an unpleasant nature – can sometimes make Los Angeles … Continue reading

Posted in Customer Relationship Management, Customer Service, Los Angeles, Professional Services Firms, Risk Management | Tagged , , , , , , , | Leave a comment

What is Your Professional Services Referral Style?

This week’s post and full article are by Howard Goldman, Partner, CFO Edge, LLC. A professional services referral – when someone you know either refers you to a prospect or refers a prospect to you – provides a competitive edge … Continue reading

Posted in Customer Relationship Management, Professional Referrals | Tagged , , , , , , | Leave a comment

Generating Referrals: Three Ways to Help Referral Sources Remember You

In one of our previous articles, Three Keys to Generating More Referrals, we talked about how referrals are seen by most Los Angeles as the “holy grail” of sales and marketing for a very important reason: in the eyes of … Continue reading

Posted in Customer Relationship Management, Financial Consulting Services, Los Angeles, Professional Referrals, Professional Services Firms | Tagged , , , , , , , , , , , | Leave a comment

How to Help Your Clients Vet New Clients of Their Own

This week’s post and linked full article are by William K. Thorpe, Partner, CFO Edge, LLC. With the rebounding economy, many Los Angeles and Southern California businesses are bringing in new customers. But an important question needs to be asked: … Continue reading

Posted in CFO Services, Customer Relationship Management, Los Angeles, Risk Management | Tagged , , , , , , , , , , , , , | Leave a comment