Red Star Kim

JUNE 15, 2023

no-data-entry CRM; relationship intelligence (ERM); revenue operations system; automatic capture of emails, meetings and referrals). The OnePlace legal client relationship management system was acquired by InTapp in 2019. How should firms identify their strategic accounts? It stopped using the OnePlace name in February 2023.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Mercuri International

MAY 23, 2023

Using AI tools to crawl CRM systems and other customer data for predictive patterns. Develop & deliver value SAMs build an impactful value proposition that resonates with the customer’s needs and deliver it as an engaging message. Fostering co-creation and innovation using AI. Social listening.

Artificial Intelligence 52

Artificial Intelligence Value Proposition Account Management Co-Creation 52

Account Management Skills

AUGUST 24, 2021

Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. Most companies will have invested in some form of CRM or another. ? ?. Welcome to Episode 44. And that’s how you unlock that.

Account Management 98

Account Management Management Account Planning Co-Creation 98

SBI

NOVEMBER 7, 2019

Doug Winter, Seismic co-founder and CEO. San Diego, CA and New York, NY (November 5, 2019) –. Marketers understand that producing personalized, compelling content is foundational to providing value to their company’s bottom line and therefore the business at large,” said Doug Winter, Seismic co-founder and CEO.

Acquisition 20

Acquisition Account Planning B2B Onboarding 20