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Break & Glue: The art of capturing complex mega-strategic accounts in CRM to get the most from account planning tools 

Strategic Account Management Association

By Saleh Al-Ben Saleh, Strategic Account Manager, Emerson. A while ago, I came across a discussion about the optimal way to capture strategic customers in a customer relationship management (CRM) tool in a way that enables effective, efficient account planning using account planning applications or tools.

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum. Key Account Management (KAM) – Research companies Larger firms may have access to research and knowledge specialists. How should firms identify their strategic accounts? Why do law firms needs SAM?

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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

Proactive marketing and business development executives – CRM, internal engagement and career insights. What CRM/systems would people recommend? A variety of specialist (to professional services) and mainstream CRM systems were explored. CRM and Marketing Automation Software for SMBs | Act!

CRM 130
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Key account management strategy: Setting things in motion

PandaDoc

Key accounts are the 20% of accounts that generate 80% of your company revenue. Before attempting to develop a key account management strategy, you must know how to identify these key accounts. Accurate identification will help you avoid rashly categorizing tail accounts as having strategic value.

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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. Amongst the delegates were business development executives and managers with responsibility for between three and five clients as part of their firm’s Key Client Programme (KCP) or Key Account Management (KAM).

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Cultivate a cross-selling culture

Red Star Kim

One way is to embed the right cross-selling and referrer management attitudes and behaviours into other programmes – for example, into campaigns, content management, networking and Key Account Management (KAM). Another cultural shift. Internal communication – Why, how and what (kimtasso.com).

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Capacity planning – Research suggests that humans can probably manage a maximum 150 to 250 close relationships. Client relationship management (CRM) – how many close social (kimtasso.com). As well as prospecting tools for CRM ( Vainu , Apollo , Bloobirds ). There are many articles on both of these topics.