Remove 2020 Remove Client Relationships Remove Onboarding Remove Value Proposition
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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

And to evaluate the relative attractiveness of different segments Malcolm McDonald on value propositions – How to develop them (kimtasso.com) In professional service firm (PSF) marketing there is the challenge that we often span both B2B and B2C markets , across multiple sectors and for sometimes hundreds of service lines in different territories.

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

Red Star Kim

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.

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How to systemise account management in your agency, with Alex Raymond

Account Management Skills

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. We chatted about: – the importance of having a client development plan. – how to avoid client churn.

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How to market your agency business, with Dan Archer

Account Management Skills

Now, Dan runs a New Business Mastermind programme for Cactus, and was also recognised as one of BIMA’s top 100 Most Influential People in digital and tech in 2021, and for business development in 2020, and 2021. Then, at the other side, hopefully, when you have found the right candidate, they come in helping to onboard them.

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What is a Client Success Manager ?

SmartKarrot

When talking about SaaS businesses in 2020, there is a fine line that separates top-performing companies and the struggling ones. When the convergence of low customer retention rates and higher churn, creates a deadlock in business growth, ‘ client success manager ’ comes in. What is a Client Success Manager?