Red Star Kim

JUNE 15, 2023

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. Includes IPOs, acquisitions, grants, accelerators and news. The OnePlace legal client relationship management system was acquired by InTapp in 2019.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Red Star Kim

APRIL 12, 2023

RACE by Dave Chaffey) focus on customer acquisition (Reach, Act, Convert, Engage). There is a wide spectrum of engagement across the firm What can I do to motivate fee-earners and Client Relationship Partners (CRPs) to communicate better with the M&BD to ensure we are providing clients with the best service?

Media 130

Media Marketing B2C Stakeholders 130

DemandFarm

MAY 2, 2024

Good relationship management, with the help of effective CRM software and marketing automation, can also help attract and retain new customers, suppliers, and partners, making it a valuable tool for businesses looking to improve their client experience and grow and expand through lead management and human resources best practices.

Management 40

Management Banking CRM Profitability 40

Red Star Kim

NOVEMBER 18, 2022

With introductory neuroscience lessons (“sensing, meaning, action”) and illustrations of cognitive bias, there was a fantastic example showing how a role play story was used instead of a pitch to win an acquisitive media client using an inciting incident and escalation. And many are looking forward to her book launch in March 2023.

Value Proposition 130

Value Proposition Procurement Innovation Leadership 130

PandaDoc

APRIL 26, 2023

That will broaden client relationships beyond the initial account acquisition. However, the prospect of losing a stable part of a monthly revenue will encourage your sales reps more than anything to capitalize on positive client connections, increasing the longevity of your client accounts.

Sales 52

Sales Government Retail Acquisition 52

Zendesk

FEBRUARY 3, 2023

Top 5 banking customer experience trends for 2023 Customers are eager for better online and mobile customer service Personalized experiences are increasing retention AI brings efficiency but the human touch remains essential Conversational experiences will become the new normal Emotional connections drive loyalty 1. Deloitte 5.

Banking 52

Banking Customer Experience Digitalization Financial Services 52

Apptivo

JUNE 14, 2023

Aging report The Apptivo Ageing Report is a significant resource for managers and executive CEOs because it enables them to manage cash flow efficiently, prioritize collections, discover payment trends, cultivate client relationships, and make sound financial decisions. Why is a CRM sales report essential for business?

CRM 52

CRM Decision-making Sales Sales Management 52