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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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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. From procurement, to executives, to end users and everything in between. Use project management tools These platforms are perfect to collaborate asynchronously. My project management tool of choice is ClickUp. Are you on Telegram?

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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. Research Brief: Strategic Account Planning Segmentation. How Does CRM Tackle the Relationship and What’s Missing?

CRM 119
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Sales Execution 101: Creating Account Visibility

SBI

Your account team needs to have a common understand of an account or opportunity – the key stakeholders, their goals, and company objectives. This requires collaboration and a well-documented account plan. . Account Visibility = Agility.

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Seismic Acquires Percolate to Create Exceptional Content Experiences at Every Point in the Customer Journey

SBI

Resources All White Paper Awards & Recognition Blog Article Brief Case Studies eBook ebooks & Guides Funding & Acquisitions Guide Industry News Infographic Interview Podcasts Report Resources Video Video Reviews Webinars. Account Planning. Account Planning. Account Planning. Blog Article.