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A 10-Step Guide to Building an Account List Management Strategy

The Center for Sales Strategy

A great place to start is cleaning up your account list. Follow these ten steps to get your sales organization’s account list cleaned up and ready to go for a successful 2019! A new year is around the corner, and it is time to perform some routine maintenance.

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21 Free Courses for Key Account Managers to Boost Your Skills Now

Account Manager Tips

21 free courses for key account managers to boost your skills now A key account manager has to grow and retain their clients. Find out what those skills are, along with 21 free courses to help you become a better key account manager. Strategy 8. Relationship Building 10. Creativity 2.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

And I’ve noted the highlights of the sessions by other speakers (How the BD function can be more influential, Rethinking your online strategy, Digital marketing maturity and Best practice for KAM) below. I’ve summarised the key points here as a supplementary learning resource for the delegates.

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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Delegates from legal and accountancy practices in the UK and overseas (Brussels and Amsterdam) shared how to tackle those challenges. Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. Systems didn’t guide, track or monitor sales opportunities, pipelines and performance.

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15 Reasons Why You Might be a Bad Account Manager

Account Manager Tips

15 Reasons Why You Might be a Bad Account Manager Bad key account managers fail to build business relationships and achieve results. Here are fifteen signs you might be a bad key account manager and how to turn yourself into a good one. Has no plan Which clients need an account plan?

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4-Phase Guide to the Strategic Planning Process

OnStrategyHQ

The Strategic Planning Process in 4 Steps To help you throughout our strategic planning framework, we have created a how-to guide on the basics of a strategic plan, which we will take you through step-by-step. Free Strategic Planning Guide What is Strategic Planning? Questions to Ask: Who is on your Planning Team?

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Understanding the power of a stakeholder matrix – A comprehensive guide

Arpedio

Understanding the power of a stakeholder matrix – A comprehensive guide Relationship Mapping Software ← Back to blog In the dynamic landscape of account management, understanding your clients’ needs, expectations, and concerns is paramount to building lasting and mutually beneficial relationships.