Remove Account Growth Remove Co-Creation Remove CRM Remove Value Proposition
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How to systemise account management in your agency, with Alex Raymond

Account Management Skills

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. 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. Jenny 06:11.

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Artificial Intelligence and the Augmented SAM

Mercuri International

Using AI tools to crawl CRM systems and other customer data for predictive patterns. Set objectives & strategy A SAM should create a sensible and sustainable strategy for strategic accounts, help develop the account plan, and build buy-in across the organization. White spot analysis to identify gaps in the account approach.