article thumbnail

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

Red Star Kim

Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum. Key Account Management (KAM) – Research companies Larger firms may have access to research and knowledge specialists. How should firms identify their strategic accounts?

article thumbnail

Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

Proactive marketing and business development executives – CRM, internal engagement and career insights. What CRM/systems would people recommend? A variety of specialist (to professional services) and mainstream CRM systems were explored. CRM and Marketing Automation Software for SMBs | Act!

CRM 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

System review: CogniClick for instant, personalised research reports using AI

Red Star Kim

It integrates with most CRM and email automation systems. The intuitive and easy-to-use system enables you to create attractive polls, assessments or similar content formats with best practice that today’s short attention spans are around 3 – 20 questions. There’s also a dashboard facility to show how your campaign performs.

Banking 130
article thumbnail

Selling challenges in professional services: Sales processes and skills

Red Star Kim

Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. Amongst the delegates were business development executives and managers with responsibility for between three and five clients as part of their firm’s Key Client Programme (KCP) or Key Account Management (KAM).

article thumbnail

How Aramex’s Young SAM Program Provides Strategic Value and Impact

Strategic Account Management Association

These efforts were flanked by partnering with a solution provider for the establishment of account-based marketing principles with a focus on strategic key accounts, as well as technology partners for the implementation of a state-of-the-art CRM system. Embarking on a Three-Tiered Change Initiative.

article thumbnail

Referrer Management – Capacity and Capability

Red Star Kim

Most commented on the data challenges of referrer management – although accountants using PracticePortal were happy with their CRM. Sharing some CRM horror stories felt like much-needed therapy. amongst us. This extended to complaints of kids’ school emails and homework app overload. Sharing is caring?

article thumbnail

The Wild West, Cher and Covid – Reflections from a Referrer Management workshop (June 2022)

Red Star Kim

Sometimes through dedicated internal campaigns and sometimes through the use of Key Account Management. Which CRM system do you use: 25% Hubspot, 25% OnePlace and 50% other. One delegate reminded us that CRM “bespoking” is a form of research and development (R&D) and can therefore be claimed back from HMRC.