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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

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. Options for capturing your complex mega-strategic account in CRM.

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Cultivate a cross-selling culture

Red Star Kim

multi-level representation) to move from bow tie to diamond model (hence increasing firmwide relationships as opposed to individual-based KAM Basics – Bowties and Diamonds (kimtasso.com) Link cross-selling sales to the client onboarding process. If the data isn’t being captured correctly (e.g.

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

Red Star Kim

Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”. Fame | UK & Ireland Company Data | Bureau van Dijk (bvdinfo.com) GlobalData – Previously MarketLine.

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Sales Technology Investments are Accelerating, but Training is Lagging Behind

Miller Heiman Group

Just a couple of decades ago, companies were still implementing their first CRM systems. Now, CRM is nearly ubiquitous, and many sales leaders are veterans of multiple implementations (some better than others). But sales technology doesn’t end with CRM. Make CRM adoption a priority. Take social selling, for example.

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Sales Technology Investments are Accelerating, but Training is Lagging Behind

Miller Heiman Group

Just a couple of decades ago, companies were still implementing their first CRM systems. Now, CRM is nearly ubiquitous, and many sales leaders are veterans of multiple implementations (some better than others). But sales technology doesn’t end with CRM. Make CRM adoption a priority. Take social selling, for example.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Tools include: Analysis of past clients – Often taking the major clients (on the Pareto 80:20 rule) and looking at data over the past three years or so: source, need/issue, onboarding process, satisfaction and potential fee/profit opportunity. Client relationship management (CRM) – how many close social (kimtasso.com).

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Defining Sales Enablement Roles and Responsibilities

Showpad

These and all other aspects of gathering business intelligence are parts of what Brent Adamson, Cristina Gomez, and Nicholas Toman referred to as “ a proactive, prescriptive approach ” to sales in a March 2017 piece for Harvard Business Review. . Oversight, Onboarding and Training: Sales Managers and Directors.

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