2017, Client Onboarding, Client Relationships and CRM

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2017

Client Onboarding

Client Relationships

CRM

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

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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