Red Star Kim

DECEMBER 12, 2023

External clients – Then of course we need to build networks amongst potential clients, existing clients and referrers. Marketing is the client’s representative within the firm. Our client relationships keeps us in touch with market changes and perceptions.

Marketing 130

Marketing Emotional Intelligence Management Leadership 130

Red Star Kim

APRIL 17, 2023

As well as considering the grading of clients and referrers for the firm or particular teams there was recognition of the value of guiding each fee-earner to focus on: Critical clients, prospects and referrers (around 10) Key relationships (around 150 – see Dunbar’s Law in Client relationship management (CRM) – how many close social (kimtasso.com) (..)

Management 130

Management Manufacturing Client Relationships Facilitation 130

Red Star Kim

DECEMBER 5, 2023

It was interesting to learn how Business Development Executives work with managing client relationships”. Another delegate suggested using monday.com | A new way of working to integrate all action lists and help avoid being overwhelmed by so many tasks.

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

Red Star Kim

OCTOBER 16, 2023

And to know when to cut their losses and move onto other potential referrer relationships. Working as part of a team helps people develop their relationship competencies which they can then transfer to client relationships.

Management 130

Management Emotional Intelligence Onboarding Communication 130

Hubspot Sales

DECEMBER 8, 2022

I took the client relationship from my salesperson when I walked out on that negotiation. Today, I understand how detrimental that was for them and their relationships in the marketplace. Falling Into the "Time Trap". Back then, I felt it was an easier and faster way to handle the situation — I fell into the "time trap.".

Sales Management 86

Sales Management Management Decision-making Negotiation 86

Account Management Skills

JANUARY 26, 2023

If you create the conditions for AMs to thrive and give them support to do a great job, they will grow your client relationships and agency business. If you are in the US and can come along to the March 2023 seminar in Atlanta, check out the details here.

Account Management 52

Account Management Management Account Growth Client Relationships 52

Red Star Kim

SEPTEMBER 29, 2023

There was an enthusiastic response including: Demonstrate what good looks like Deploy technology to make the process easier Offer accessible training and support Provide evidence and success stories of what other fee-earner have achieved Show them the personal and firm benefits Use data cleansing systems (see Marketing technology system review – Clean (..)

Marketing 130

Marketing Stakeholders Digitalization Communication 130

SmartKarrot

APRIL 13, 2023

In today’s economic environment, effective account management is essential for building and maintaining strong client relationships and achieving growth. So, let’s dive in and discover the top account management influencers to follow in 2023! Top 20 Account Management Influencers 2023 [Listed Alphabetically] 1.

Account Management 11

Account Management Key Account Management Management B2B 11

Arpedio

JUNE 2, 2023

It’s a game plan, a roadmap, a strategic guide that helps you navigate the tricky waters of client relationships and skyrocket your revenue. Through personalized approaches, you exceed expectations, leaving your clients delighted and satisfied. Think of it as your personalized blueprint for success. Let's talk!

Account Planning 52

Account Planning Account Management Client Relationships Stakeholders 52

Account Management Skills

JANUARY 29, 2024

The account manager’s job is to keep and grow client relationships. Of that 59%, 53% cited the reason as “a compelling opportunity” or “the agency proposed new initiatives” So clients will spend more money with you if the idea is relevant and it’ll help them reach their goals.

Account Management 40

Account Management Profitability Account Growth Procurement 40

Mercuri International

MARCH 28, 2023

In our series of three short blog posts, we’ll be taking a look at some of the key issues facing HR as they navigate the increasingly complex landscape of 2023. In our first, we take a look at the concept of ‘trust’ – and what it really means for team building and effective sales.

Remote Working 52

Remote Working Client Relationships Facilitation Communication 52

Apptivo

MARCH 7, 2023

Summary Maintaining strong customer and client relationships is more important than ever in today’s fast-paced business environment. Minimum requirements of Contact Management System? How to choose a Contact Management System? Tangible benefits of using a Contact Management System 4.

Management 59

Management Supply Chain Decision-making Suppliers 59

Zendesk

MARCH 24, 2023

According to the Zendesk Customer Experience Trends Report 2023, 50 percent of customers prefer channels that provide quick responses, and around 40 percent choose channels based on the complexity of their query. Customers also prioritize speed and simplicity when selecting between self-service and agent-assisted options.

Financial Services 52

Financial Services Banking Customer Experience Media 52

SmartKarrot

SEPTEMBER 11, 2023

In the last 12 months, what are the main issues/challenges you have encountered with clients? How do you currently track your Account Progress and Client Relationships? In 2023, how important is ‘Automation’ to your Key Account Management operations?

Key Account Management 10

Key Account Management Account Management Management Client Relationships 10

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

And many are looking forward to her book launch in March 2023. Focus, purpose, fostering belonging, listening skills, leveraging strengths and managing energy were key themes. I suspect that we will all taking micro-breaks and arranging post-match meals to improve future performance. Deploy MarTech.

Value Proposition 130

Value Proposition Procurement Innovation Leadership 130

Red Star Kim

FEBRUARY 28, 2023

67% Inhouse M&BD team for the firm 0% Inhouse M&BD team for the private client team 11% External marketing/PR agencies 22% None – we do it all ourselves Which area of business development requires most attention at your firm? 100% yes Do you have plans to enter or develop new markets?

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

OnStrategyHQ

MARCH 26, 2024

Artificial Intelligence (AI) is the hottest topic in 2024, just as in 2023, and will most likely continue to be in 2025 and beyond. Impact #2: If we could multiply our mission , we could connect deeper with our clients to help with their most strategic challenges. So, what does that mean for your organization?

Value Proposition 52

Value Proposition Artificial Intelligence Cybersecurity Decision-making 52

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

PandaDoc

APRIL 5, 2023

It also affects clients, partners, distribution channels, and other parties involved. The ultimate goal is to enable salespeople to focus on closing deals and developing client relationships and spend less time on routine tasks. Use of PandaDocs services are governed by our Terms of Use and Privacy Policy.

Sales 52

Sales Logistics CRM Prioritization 52

Red Star Kim

APRIL 12, 2023

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

Account Management Skills

DECEMBER 5, 2022

If you’d like to raise your account management game, increase your confidence with your clients, add more value to your clients and be seen more as that trusted advisor that a reactive order taker, check out the details of my Account Accelerator programme. The skill of account management covers multiple areas.

Management 52

Management Account Management e-Learning Client Relationships 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

LinkedFusion

NOVEMBER 9, 2022

This year at LinkedFusion, we have created a list of top software gifts that will make the lives of the sales person easy at their workplace and help them generate more revenue, manage client relationships and upsell their products. Depending on your holiday spending budget you can always spend on great holiday gifts.

Sales Analytics 52

Sales Analytics CRM Software Software 52

Red Star Kim

APRIL 24, 2023

Yet there was an interesting article In March 2023 17 Top Reasons Lawyers Don’t Call Their Clients – The BTI Consulting Group “High-quality voice dialogue between clients and their relationship partners remains rare. This leaves a lot of room to develop client relationships”.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Cybersecurity 26

Red Star Kim

MARCH 16, 2023

His key points were: Know the client’s business – and tailor services and messages accordingly Expand who you know across the relationship Build complementary services Help clients see around the corner Engage and follow through with the opportunity The post Cultivate a cross-selling culture appeared first on Kim Tasso.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

ACT

MARCH 21, 2023

The professional services landscape: a closer look The worldwide professional services industry grew from $6.023 trillion in 2022 to $6.382 trillion in 2023. Given that professional services firms thrive on client relationships, without the utilisation of technology, a lack of skilled professionals could be catastrophic.

Digital Transformation 52

Digital Transformation Remote Working Artificial Intelligence Client Relationships 52

DemandFarm

MAY 13, 2024

A KAM tool can help you manage and enhance client relationships especially with the top revenue contributors. Here’s why you need a KAM tool to bring down your churn rate: Provides centralized data management – When you use a KAM tool, you’re essentially having the records of all your client information at one place.

Account Planning 52

Account Planning Key Account Management Client Relationships Communication 52

Insightly

MARCH 1, 2024

While the program has existed informally for years with businesses offering services, Insightly officially launched its Partner Program in the fall of 2023. Creating long-term, sticky relationships is the key to success for integration firms, marketing agencies, IT services providers and the like.

CRM 52

CRM Onboarding Client Relationships Marketing 52

Red Star Kim

SEPTEMBER 5, 2023

Client Service & Sales Opportunities for Professionals in the Digital Age The Art of Selling Professional Services & Winning Business How to Manage & Grow Your Private Client Practice Boosting Your Confidence at Work – A Toolbox for Success For inhouse clients, my workshops have covered topics such as: Business development basics, (..)

Facilitation 147

Facilitation e-Learning Emotional Intelligence Key Account Management 147

Apptivo

JANUARY 11, 2023

You can concentrate better on more lucrative tasks like data analysis, discovering new customer segments, and developing those client relationships by spending less time attempting to hash out too complex operations. Let’s now delve deeper into this subject. Effective use of time and money.

Management 52

Management CRM Software Software 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

PandaDoc

MAY 24, 2023

Originally published June 28, 2016, updated May 24, 2023 The post Four personality traits to look for in a sales enablement manager appeared first on Blog. Should you have legal questions on the validity of e-signatures or digital signatures and the enforceability thereof, please consult with an attorney or law firm.

Management 52

Management Sales Software Software 52

Account Management Skills

JANUARY 9, 2023

And if you’re listening to this at the beginning of 2023, and you want this year to be the year that you not only retain your agency accounts, but you grow your accounts, you can also connect with me on LinkedIn and let’s talk about training for either you in your account management role, or a member of your team. Jenny 06:02.

Account Management 52

Account Management Insurance Digitalization Decision-making 52

Apptivo

JUNE 22, 2023

Apptivo CRM offers a single experience that enables businesses to focus on strengthening client relationships and generating growth. Businesses can improve productivity, collaboration, and efficiency by reducing the need to switch between various platforms by embracing Apptivo CRM’s integration features.

CRM 52

CRM Sales Management Management Software 52

Account Management Skills

FEBRUARY 20, 2023

In 2020, Kathryn was a freelance copywriter and just three years later, in February 2023, she has an agency with a team of 25 people. Her client base includes some of the biggest names in Tech and FinTech. When you are talking to clients and now let’s talk about this, we are recording this in February 2023.

Stakeholders 52

Stakeholders B2B Decision-making Marketing 52

Account Management Skills

APRIL 26, 2023

They share: why they did this in the first place how it was working before how it’s working now who manages the client relationship and what does each role do If you’re interested in finding out about account management training, I’ve just updated my website with all my courses and prices. Now we use it a lot.

Account Management 40

Account Management Decision-making Stakeholders Management 40