Remove 2020 Remove CRM Remove Key Account Management Remove Onboarding
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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?

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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.

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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. Key processes Data is needed to drive key processes supporting referrer management. amongst us.

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

Red Star Kim

Onboarding, lunch and learns, first points of contact directories and intranet tools were mentioned. 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. Get back out there after Covid.

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Cultivate a cross-selling culture

Red Star Kim

One way is to embed the right cross-selling and referrer management attitudes and behaviours into other programmes – for example, into campaigns, content management, networking and Key Account Management (KAM). Another cultural shift. Internal communication – Why, how and what (kimtasso.com).

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Update on marketing and business development (M&BD) team structures

Red Star Kim

The research team will ensure that all data and surveys are managed and integrated in central knowledge systems and integrated with CRM and performance monitoring. An allied development is those in Account Based Marketing (ABM) roles. There are 18 in the M&BD team which is 10% of the firm’s 193 total headcount.

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