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Sales people won the clients. More resources and attention on the needs of existing customers changed clientrelationships. Limited access to the client and usually via gatekeepers Preferred Partner. Has the most significant share of the clients' business and advises on using products and services effectively.
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As well as considering the grading of clients and referrers for the firm or particular teams there was recognition of the value of guiding each fee-earner to focus on: Critical clients, prospects and referrers (around 10) Key relationships (around 150 – see Dunbar’s Law in Clientrelationship management (CRM) – how many close social (kimtasso.com) (..)
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Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing clientrelationships. We chatted about: – the importance of having a clientdevelopment plan. – how to avoid client churn.
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Clearly communicate the progress of weekly/monthly/quarterly initiatives to internal and external stakeholders. Assist with challenging client requests or issue escalations as needed. Use your data skills to analyze the success of your clients’ campaigns and provide insights on how the users interact with their offers.
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