Red Star Kim
JUNE 15, 2023
At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop. The OnePlace legal client relationship management system was acquired by InTapp in 2019. 800,000 global company profiles and 15,000 reports.
Apptivo
OCTOBER 21, 2021
So it makes sense that anything that can improve a business’ relationship with existing and incoming customers is a worthy investment. And that’s why client relationship management tools or CRM tools have been on the rise. It can’t get any simpler than that. The CRM industry had a value of $52.64 Faster Processes.
Nutshell
MARCH 28, 2024
A refresher definition 5 best practices for managing a sales pipeline for a startup3 types of client onboarding Prioritize your good leads, drop your bad leads Analyze your pipeline regularly Update your processes regularly Standardize your sales pipeline Automate sales pipeline tasks with a CRM What is a sales pipeline?
Arpedio
MARCH 5, 2024
By identifying upsell and cross-sell opportunities , mitigating churn, and optimizing resource allocation, businesses can maximize the lifetime value of their client relationships and achieve sustainable business growth. Furthermore, effective account management is crucial for driving growth and profitability.
Red Star Kim
MARCH 16, 2023
Remember face-to-face significantly more effective with existing client referrals Link cross referral approach into KAM programme Use some of the tools from today as a way to invite the M&BD team into the ad hoc / currently not delivering programme that exists just now Understand that the diamond model is key – Measurable actions (i.e.
DemandFarm
MAY 22, 2023
Key Account Managers can, in turn, provide insights on maintaining long-term client relationships, personalizing solutions, and handling complex client issues. Collaborating on Client Onboarding and Transition Sales Managers and Key Account Managers can collaborate during the client onboarding and transition process.
SmartKarrot
DECEMBER 1, 2023
As a seasoned professional in the realm of Customer Success , I’ve witnessed firsthand the intricate dance of client onboarding. Crafting an effective Client Onboarding Playbook is an art, but it’s not immune to pitfalls. Too often, organizations forget the crucial element of client involvement.
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