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

Farland Group

MAY 10, 2022

It’s not only what’s happening in the meetings, but also what happens after the meetings. How do we build the agenda for the next meeting? The meeting itself is 2-3 hours long; for that to be impactful and useful for the community members, it’s the work in between meetings that must happen.

Client Relationships 59

Client Relationships Communication Marketing Meetings 59

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. no-data-entry CRM; relationship intelligence (ERM); revenue operations system; automatic capture of emails, meetings and referrals).

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

MTD Sales Training

NOVEMBER 24, 2016

This means they can meet the needs of their customer for at least the next two or three years of the relationship. The post 5 Quick Tips On Building Better, Long-Term Client Relationships appeared first on MTD Sales Training. Greg Shortell, Nokia. Happy Selling! Sean McPheat. Managing Director.

Client Relationships 48

Client Relationships Suppliers Decision-making Negotiation 48

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 Management Skills

JANUARY 11, 2022

In this episode we talk about making client relationships more profitable. We covered so many different areas including: What clients really value and how to talk the client language. Why you need to establish and nurture senior client relationships. Welcome to Episode 53. And it’s so practical.

Client Relationships 52

Client Relationships Profitability Procurement Negotiation 52

Red Star Kim

JUNE 20, 2022

And considers difficulties with the organization’s goals in executive coaching (suggested solution is to arrange a three cornered meeting with the client’s boss. She then considers whether the client is coachable. The heart of coaching – the coach-client relationship. Coaching clients through change.

Client Relationships 130

Client Relationships Facilitation Brainstorming Meetings 130

DemandFarm

NOVEMBER 7, 2024

Think of those signals as the exhaust notes of your client relationships: Is their body language (or Zoom language) relaxed or stiff? You might also think of it as the butterfly effect from chaos theory—a small shift in one part of your relationship can ripple outward and lead to significant consequences elsewhere.

Key Account Management 52

Key Account Management Account Management Management Client Relationships 52

Account Manager Tips

APRIL 26, 2021

Keeping the Customer Relationship Management (CRM) tool updated. A good number of client meetings. 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. High-performance scores.

Key Account Management 242

Key Account Management Account Management Management Negotiation 242

Account Manager Tips

AUGUST 10, 2021

You're asking for a favor, and your client may take some convincing. So it's best to ask in person (phone, meeting, Zoom) where it's easier to do some persuading. Offer a call or meeting to explain in more detail. Clients will be curious about how their referrals are doing. Client Relationship Building.

Decision-making 240

Decision-making Account Management Value Proposition Brainstorming 240

Account Manager Tips

DECEMBER 28, 2021

Read emails, meeting notes, business reviews and other important documents they left behind. Client Revenue. 45 Best Questions To Ask Your Client to Get to Know Them. In one meeting, while reviewing the previous quarterly review my client said, “What was he thinking?”

Key Account Management 182

Key Account Management Account Management Decision-making Client Relationships 182

Farland Group

JUNE 22, 2022

We too leveraged technology as we quickly pivoted from in-person customer advisory board meetings to virtual sessions here at Farland Group. Use virtual sessions in between those in-person meetings to continue the conversation and foster client relationships.

Meetings 52

Meetings Client Relationships Facilitation 52

Hubspot Sales

FEBRUARY 24, 2025

Stronger client relationships through deep problem exploration. But by exploring her broader context, we learned that her team struggled to meet aggressive growth targets because their sales team couldnt communicate their products value to enterprise clients. Take my recent conversation with a SaaS marketing director.

Client Relationships 66

Client Relationships Decision-making Investors B2B 66

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. The goal is to become an indispensable partner rather than just another vendor.

Account Management 111

Account Management Management Client Relationships Business Growth 111

Hubspot Sales

OCTOBER 5, 2020

But the way we go about building relationships has changed. You’d show up early for a live meeting at the client’s office and the key contact would meet you and then walk you to a conference room. Then, since you’re still early, you’d walk to the coffee area and pour a cup with your client. Now, it’s not so simple.

Meetings 139

Meetings Client Relationships Remote Working Media 139

Account Management Skills

JULY 12, 2021

This episode’s for you if you’re an account manager managing client relationships on a day to day basis. In this episode, I’m going to share with you three key steps to leading a client meeting. Transcript: In this episode, I’m going to share with you three key steps to leading a client meeting.

Meetings 52

Meetings Facilitation Account Management Account Growth 52

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. It's about empathy, understanding their needs, and aligning your solutions to meet those needs effectively.

Innovation 104

Innovation Client Relationships Sales Digitalization 104

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. Here’s a look at how you can use your CRM to meet your business goals.‍

CRM 134

CRM Client Relationships Software Software 134

DemandFarm

NOVEMBER 22, 2024

This organization is essential for maintaining responsiveness and meeting client expectations. Using CRM systems like Salesforce helps track account segmentation, allowing managers to deliver tailored service levels that meet specific client needs.

Key Account Management 52

Key Account Management Account Management Management Stakeholders 52

DemandFarm

NOVEMBER 22, 2024

Are our sales teams consistently meeting targets and improving conversion rates? From CRM integration to automated lead scoring, a comprehensive system elevates sales efficiency, allowing reps to focus on building strong, meaningful client relationships. But how do you know if yours is efficient?

Key Account Management 52

Key Account Management CRM Account Management Sales 52

Red Star Kim

DECEMBER 5, 2023

There were comments that it was unusual for people to be in the office so face time and in person meetings – where it is easier to develop rapport, trust and solid working relationships – were rare. Finding ways to meet with people in real time (such as at social events) can help.

CRM 100

CRM Marketing Interpersonal Skills Client Relationships 100

Arpedio

FEBRUARY 13, 2025

Serving industries such as residential, commercial, and automotive, Beaulieus extensive product portfolio is supported by cutting-edge technologies to deliver tailored solutions that meet customers’ evolving needs worldwide. streamlined their processes, improved client relationships, and enhanced strategic thinking.

Manufacturing 52

Manufacturing Innovation Strategic Thinking Account Management 52

Red Star Kim

NOVEMBER 2, 2023

He drafts messages to his connections in those organizations and proposes that they meet to discuss the implications. Over the past five years, the firm has trained over 500 partners, resulting in stronger client relationships and helping increase firm revenue.

Client Relationships 130

Client Relationships CRM Financial Services Decision-making 130

Account Management Skills

DECEMBER 7, 2023

Agency owners often tell me their account managers aren’t leading client meetings confidently. If not, it could be hurting your agency … How to get your account managers to ask better questions (and how it can increase client lifetime value) How to get account managers adding value to your agency from Day 1 (and reduce churn)

Account Management 52

Account Management Meetings Management Suppliers 52

ProlifIQ

OCTOBER 30, 2024

It involves identifying and analyzing the various individuals and groups within a client organization who have influence over purchasing decisions or the ability to impact the business relationship. This includes communication plans and overall approach to the client relationship.

Key Account Management 52

Key Account Management Stakeholders Account Planning Account Management 52

Hubspot Sales

DECEMBER 19, 2019

Chat with your client in person or over the phone. You can’t write an effective consulting proposal without chatting with your prospective client first. Do your best to set up a phone call for this conversation; if you can, meet in person. Be as specific as possible about the value and outcomes your client can expect.

Client Relationships 133

Client Relationships Meetings Marketing 133

Account Manager Tips

SEPTEMBER 29, 2020

What it does Arrangr is the fastest, easiest way to set up a meeting. It integrates with Google, Office and iCloud and creates an inbound scheduling page from which your clients can book time with you based on your current availability. Why you need it Key account managers attend a lot of meetings.

Key Account Management 130

Key Account Management Account Management Management Onboarding 130

Hubspot Sales

APRIL 27, 2021

Hunters are good at quickly building rapport with prospects but not necessarily cultivating long-term salesperson and client relationships. The trapper salesperson has a critical understanding of their business’ target audience and buyer personas, and they meet prospects where they already are in their buyer’s journey.

Sales 126

Sales Client Relationships Profitability Account Management 126

Engage Selling

DECEMBER 4, 2015

I will never understand unprepared salespeople for a meeting. If your goal is to create or nurture a relationship and ultimately make a sale, you need to do your due diligence ahead of time. Get your copy of Nonstop Sales Boom and prepare yourself with top strategies that create consistent results.

Meetings 49

Meetings Sales Client Relationships Management 49

Hubspot Sales

NOVEMBER 26, 2019

Unless you have in-house resources that have expertise in implementing technology systems (and by expertise, I mean more than one project), it is a risk to your overall client relationship to lead the creation or implementation of a solution and can also hurt your chances of retaining the client or earning their referral.

Co-Creation 110

Co-Creation Government Decision-making Meetings 110

Red Star Kim

FEBRUARY 6, 2023

So it was with great pleasure to meet him recently with his business partner and Vuture Co-Founder, Paul McAsey – to learn about his new system which tackles a challenge that just about every professional service firm experiences – that of clean data. Data is the lifeblood of both traditional and digital marketing.

Marketing 26

Marketing Artificial Intelligence CRM Digitalization 26

Red Star Kim

APRIL 17, 2023

Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information. Exercises using referrer organisation briefing sheets (and scorecards) and an individual buyer profile were thought to be very useful.

Management 100

Management Manufacturing Client Relationships Facilitation 100

Revenue Storm

MARCH 8, 2022

If we do not nurture, tend, and pay attention to our relationships on a regular basis, the weeds of discontent eventually take over our client relationships. Selling to a client involves many rewarding, tedious, and painful steps. We prepare thorough research for meetings. We call this follow up.

Procurement 78

Procurement Client Relationships Meetings Sales 78

Hubspot Sales

JUNE 25, 2018

After all, first interactions with prospects are key -- you’re aiming to establish trust, provide value , gather key information, and perhaps even secure a follow-up meeting. If she’s “traditional” -- meaning she doesn’t meet those criteria -- Burke gives you the go-ahead to call or email. Whatever You Do, Don’t Cold Call or Spam.

Value Proposition 112

Value Proposition Sales Media Client Relationships 112

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. Everything from stronger competition to higher expectations from customers has made hanging on to clients more difficult.

CRM 98

CRM Digitalization Client Relationships Communication 98

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

Engage Selling

MAY 17, 2019

often get a number of questions from clients about sales productivity enhancements: how do we sell more in less time, how do we bring our sales ratios down, how do we bring our closing speed down, or how do … Read More » ????????????????I

Meetings 60

Meetings Sales Client Relationships Sales Training 60