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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.

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How Relationship Maps Put the “R” Back Into CRM

Revegy

In a webinar with Nancy Nardin of Smart Selling Tools, and Mark Kopcha, CEO of Revegy, discussed the importance of relationship intelligence and the relationship map drive sales success. How Does CRM Tackle the Relationship and What’s Missing? However, CRM is not tackling the relationship piece as it should.

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Are You Letting Your Clients Slip Away? 12 Tips to Keep in Touch

Account Manager Tips

Too many clients, not enough time Key account managers have a lot of clients. For example, my CRM ( Salesmate ) has sequences and email templates that allow me to setup set up a personalized conversational flow. Use project management tools These platforms are perfect to collaborate asynchronously. Are you on Telegram?

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Revegy and FinListics Announce Partnership Alliance

SBI

Revegy provides a premier platform for Key Account Management, focused on helping companies optimize revenue growth for their most valuable customers. These insights help the Account Management team identify strategic solutions that align with their customer’s needs. Today, users and organizations expect integration.

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FinListics and Revegy Announce Partnership Alliance

SBI

Sales personnel spend significant time in their CRM systems, so having both companies’ technologies integrated on one platform will make their jobs easier and help them reach their targets. Revegy provides a premier platform for Key Account Management, focused on helping companies optimize revenue growth for their most valuable customers.

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The Final Cut #TopSalesTools of 2019 Announced!

SBI

The Nancy Nardin SalesTech Landscape now includes just over 600 sales solutions and the size of the CRM software market alone is estimated at over $28B for 2019. Visit www.smartsellingtools.com to get access to free webinars, guides, podcasts, reports, and other high-value resources to stay up to date on sales software. Media Contact.

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What Is Opportunity Planning? Use It to Reduce Your Sales Cycle by 25%

ProlifIQ

But at a minimum, you need to take those messages and selling points you came up with in your value case and plan when and how you’ll use them. Opportunity Planning Tools You Can Use. A CRM like Salesforce is a great place to start planning your opportunities. A little planning goes a long way.

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