2017 Client Development Client Relationships Meetings 
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.
Account Management Skills
JANUARY 9, 2023
And I think you’d really work in the Client Services Department, do you fancy giving it a go? ln the same meeting in the interview room. Why is this a good balance with you doing the sales and the client development? So you started off and you were managing the client relationship development?
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