2017, Client Onboarding and Client Relationships

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2017

Client Onboarding

Client Relationships

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

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.

Key Account Management

Key Account Management Account Management Management Client Relationships

Cultivate a cross-selling culture

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.

Key Account Management

Key Account Management Onboarding Communication e-Learning

Strategic Accounts Today

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

Cultivate a cross-selling culture

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