Vantage Partners

FEBRUARY 12, 2024

No professional service firm partnership works without getting buy-in and mindshare from the partners or account executives who manage client relationships.

Client Relationships 153

Client Relationships Management 153

Customer Think

MARCH 27, 2024

Complex payment processes can frustrate everyone involved – customers and businesses alike. But when we simplify payments and offer more flexible options, it’s a win-win. Smooth transactions aren’t just convenient; they’re a sign that we’re here to make things easier for our customers.

Client Relationships 52

Client Relationships Digitalization Marketing 52

Account Manager Tips

MAY 25, 2021

Sales people won the clients. More resources and attention on the needs of existing customers changed client relationships. 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.

Key Account Management 246

Key Account Management Account Management Management Suppliers 246

DemandFarm

OCTOBER 8, 2024

By leveraging proven sales methodologies, your team can uncover valuable insights, build rapport, and foster relationships that withstand the test of time. Sales methodologies -> Data -> Meaningful conversations -> Sustainable client relationships Sandler’s Sales Methodology stands out as a top choice among these methodologies.

Client Relationships 40

Client Relationships Decision-making Stakeholders Onboarding 40

Account Manager Tips

SEPTEMBER 15, 2023

Get tips to be proactive and transform client relationships, unlock sales opportunities and gain strategic partner status. Trapped in reactive account management?

Account Management 113

Account Management Client Relationships Management Sales 113

Account Manager Tips

MAY 14, 2021

But for now a simple activity like this will give you a massive head start in anticipating risk and managing your client relationships. You have the responsibility of managing the client relationship but that doesn't mean you own every moving part. Departments love to hide behind their account managers.

Key Account Management 218

Key Account Management Account Management Management Account Planning 218

Customer Think

NOVEMBER 22, 2022

In B2C environments, CRM solutions are essential to maintaining client relationships over time. Managing online retail customers is crucial for any eCommerce platform to run smoothly. Standard CRM systems in eCommerce allow you to register, track, and utilize data about customer interactions.

CRM 136

CRM Business Growth eCommerce B2C 136

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. OnePlace/Intapp Another delegate mentioned he liked using this system.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Account Manager Tips

OCTOBER 11, 2021

Send useful information that is valuable to your clients and stimulates conversation. Client relationships aren't built over email - so pick up the phone once in a while or setup a face-to-face meeting. Create a maintenance campaign of 12 touchpoints over three months. Avoid "checking in." Mix-up the channels.

Account Management 246

Account Management Key Account Management Management Suppliers 246

Account Manager Tips

JULY 3, 2024

10 actionable strategies to build stronger, more profitable client relationships—today. Get the ultimate guide to key account management best practices.

Key Account Management 100

Key Account Management Account Management Management Client Relationships 100

The Center for Sales Strategy

SEPTEMBER 12, 2022

Practicing effective communication and showing appreciation can strengthen client relationships. You need to have good relationships with clients to help your business grow and succeed. If they have helped you, make sure you compliment them as that contributes to improving sales performance through referrals.

Client Relationships 111

Client Relationships Sales Communication Account Growth 111

The Center for Sales Strategy

JULY 11, 2024

Hunters actively seek out new business opportunities, while farmers nurture and grow existing client relationships. Hunters and farmers are crucial for a balanced and effective sales team. Setting benchmarks for these two distinct roles requires a nuanced approach to recognizing their unique strengths and contributions.

Client Relationships 100

Client Relationships Sales 100

Customer Think

APRIL 4, 2023

After all, proceeding with business as usual when your team is understaffed can threaten productivity and client relationships, not to mention that members of such teams can start to feel undervalued […]

Client Relationships 111

Client Relationships Marketing 111

Red Star Kim

JUNE 20, 2022

The heart of coaching – the coach-client relationship. She talks about a relationship of equals rather than the power or expert models. Coaching clients through change. The heart of coaching: the coach-client relationship. Choosing the future: creating goals for coaching. Practising professionally.

Client Relationships 130

Client Relationships Facilitation Brainstorming Meetings 130

Red Star Kim

NOVEMBER 1, 2023

Protectionism – Some fee-earners could be insecure and defensive about sharing client information and relationships. The culture and rewards systems sometimes worked against integrated client teams. Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking.

Key Account Management 130

Key Account Management Account Management Value Proposition Client Relationships 130

Account Manager Tips

MAY 15, 2023

Discover the key challenges faced by global account managers and learn how to navigate the complexities of managing multinational client relationships.

Global Accounts 100

Global Accounts Account Management Management Client Relationships 100

Account Manager Tips

DECEMBER 28, 2021

Take action to increase your client's confidence in the value of your partnership. Sometimes that may mean telling your client to do things differently. Build your client relationships on mutual trust and respect. Start small If you inherit a client relationship that's damaged, it may take time to repair.

Key Account Management 182

Key Account Management Account Management Decision-making Client Relationships 182

Sales Gravy

NOVEMBER 20, 2023

These teams play a critical role in ensuring that the client is successfully using the product or service and achieving their desired outcomes. Their insights can be invaluable for account managers looking to deepen client relationships.

Account Management 96

Account Management Management Client Relationships Business Growth 96

Nutshell

MAY 11, 2023

One of your best options for managing your client relationships is customer relationship management software, called a CRM. CRMs specialize in shaping the customer experience , not just organizing client contact details and property specs. That’s a lot to take on. Why is CRM important for realtors?

CRM 135

CRM Client Relationships Communication Software 135

Sales Gravy

JANUARY 8, 2024

This episode is a blend of practical advice, innovative techniques, and motivational insights that can transform your approach to sales and client relationships. This section provides practical tips on how to transform client interactions from transactional to relational.

Innovation 82

Innovation Client Relationships Sales Digitalization 82

Hubspot Sales

MAY 20, 2022

To be a modern sales professional, you need to be familiar with the tools and processes required to manage productive sales and client relationships. Be a Certified Professional HubSpot Sales Representative. That's where the HubSpot sales representative certification comes in.

Sales 131

Sales Client Relationships Publishing Management 131

Red Star Kim

FEBRUARY 8, 2024

Connected leadership – How professional relationships (kimtasso.com) Competitors – Analyse who your major competitors are advising and adapt their targeting methods (I’m a little uncomfortable with the current trend to use LinkedIn to review your competitors’ contacts and target them yourself!)

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Red Star Kim

FEBRUARY 6, 2023

Client Relationship Management (CRM) systems are the foundation upon which the success of professional services firms’ marketing relies. (Although HubSpot has suggested the figure is closer to 22% with data from 2013-14 Database Decay Simulation (hubspot.com) ). Data is the lifeblood of both traditional and digital marketing.

Marketing 26

Marketing Artificial Intelligence CRM Digitalization 26

Red Star Kim

NOVEMBER 2, 2023

Over the past five years, the firm has trained over 500 partners, resulting in stronger client relationships and helping increase firm revenue. McDermott Will & Emery has a unique approach to business development, a key component of which is a global training program for partners on managing their networks.

Client Relationships 130

Client Relationships CRM Financial Services Decision-making 130

The Center for Sales Strategy

NOVEMBER 4, 2021

Although it may sound counterintuitive, many of the processes facilitated by sales automation software actually make it easier for sales reps to dedicate additional resources to enhancing client relationships.

Client Relationships 83

Client Relationships Facilitation Digitalization Software 83

Account Manager Tips

APRIL 26, 2021

The truth about key account management I love key account management because you're in charge of client relationships, and you have the authority and autonomy to manage them how you like. Your first 90 days in a new job as an account manager are the most challenging.

Key Account Management 242

Key Account Management Account Management Management Negotiation 242

Hubspot Sales

APRIL 27, 2021

Hunters are good at quickly building rapport with prospects but not necessarily cultivating long-term salesperson and client relationships. They’re independent and enjoy moving from one deal to the next as they’re motivated to continue finding and drawing in new leads.

Sales 126

Sales Client Relationships Profitability Account Management 126

Insightly

APRIL 14, 2022

Creativity and the quality of your ideas will help your agency attract the right prospects, but at the end of the day, how you manage your client relationships will determine the success of your business. The more clients you have to juggle, the more problematic this becomes. Email functions – send, track, and save.

CRM 98

CRM Digitalization Client Relationships Communication 98

Red Star Kim

SEPTEMBER 14, 2023

And I hope this professional relationship and friendship lasts many more years… PM Forum PM Magazine: PM Forum PM Forum training: PM Forum Managing Partners’ Forum (mpfglobal.com) Leadership Development Programme Related articles Managing Partners’ Forum Strategy Summit (kimtasso.com) July 2023 Being more strategic – Case studies (..)

Management 130

Management Leadership Innovation Government 130

Nutshell

JUNE 12, 2024

Nutshell lets you create relationships between parent and child companies, then connects their data to give you an overarching view of leads and sales across all your client relationships. How can I create child companies? Nutshell provides even more ways to help your team track and work leads to close more deals.

Client Relationships 71

Client Relationships Small Business CRM Organization 71

Account Manager Tips

AUGUST 10, 2021

Don't say "OK" when your client says, "I don't give referrals." Client Relationship Building. How to Create a Powerful Client Engagement Plan Using Video [+Template]. A step-by-step guide to client engagementKey Account Managers aren't short of people. Instead, try to understand their reluctance.

Decision-making 240

Decision-making Account Management Value Proposition Brainstorming 240

Hubspot Sales

JUNE 6, 2019

In this role, you’d serve as the liaison for client relationships, communicating sales and marketing messages and assisting in the management of the account. National Account Manager. If you’re ready for a new challenge, you might make the eventual jump to national account manager.

Supply Chain 141

Supply Chain Finance Sales Account Management 141

Hubspot Sales

JULY 28, 2020

Some members may be quick to close deals, while others are better at forging client relationships. It should come at no surprise that your sales team harbors a range of talents and strengths. In addition, every sales team should have some rainmakers. Yes, as in, make it rain! What is a rainmaker in sales?

Sales 138

Sales Decision-making Client Relationships Meetings 138

Customer Think

AUGUST 21, 2024

In software development, where technology shifts fast and project demands vary, one thing often stands out as crucial: the strength of the client relationship. Strong client connections aren’t just nice—they’re essential.

Client Relationships 59

Client Relationships Software Software Communication 59

Hubspot Sales

AUGUST 17, 2020

Common skills and qualifications for account development managers include: Client management experience — Ultimately an account development manager is responsible for providing an exceptional customer experience on behalf of their company.

Account Development 127

Account Development Management Advertising Profitability 127

Hubspot Sales

MARCH 7, 2018

Beyond benefiting your company’s business outlook, keeping in touch with clients supports your business’ strategic goals as well - its a sales metric that matters. Ask your salespeople to keep a tally of interactions they have with each of their customers, then compare the number of touches to the average length of a client relationship.

Sales Management 145

Sales Management Management Acquisition Sales 145

Red Star Kim

APRIL 17, 2023

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 Client relationship management (CRM) – how many close social (kimtasso.com) (..)

Management 100

Management Manufacturing Client Relationships Facilitation 100