Account Management Skills

AUGUST 24, 2021

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.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Revegy

AUGUST 12, 2020

If you’re responsible for growing your company’s revenue, either through a sales or an account management role, the panic of deal slippage or limited revenue opportunities may feel unavoidable. Account Intelligence is the Core of Customer Centricity. Developing customer insights isn’t a one-time, static exercise.

Account Planning 69

Account Planning Account Management Stakeholders Client Development 69

Revegy

FEBRUARY 4, 2020

By changing the dynamics between customer and provider, companies that earn trusted advisor status see significantly more wins, close deals faster, and are less likely to get blindsided by a client’s internal turmoil. Developing customer insights isn’t a one-time thing, it should be an integrated part of your strategic client development.

Finance 64

Finance Investors Financial Services Account Management 64