Account Management Client Onboarding Communication Management 
Red Star Kim
JUNE 15, 2023
At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop. Delegates were from legal and accountancy firms in the UK, Channel Islands, Germany and United Arab Emirates. How should firms identify their strategic accounts?
Arpedio
MARCH 5, 2024
In today’s fast-paced business environment, maintaining strong relationships with clients is paramount to success. This is where effective account management comes into play. Importance of Efficient Account Management Efficient account management is essential for several reasons.
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DemandFarm
MAY 22, 2023
Is a key account manager the same as a sales manager? Meet Anna, a diligent Sales Manager at Brilliant Solutions , a thriving software company specializing in cutting-edge automation tools. Her daily tasks revolve around driving sales, managing the sales team, and ensuring sales targets are met.
May Phoo Pan
MARCH 22, 2024
Onboarding can take various forms, from live interactions to digital communication, but the goal remains the same: ensuring customer success. In advertising agencies, the account team, particularly account managers, often handle this vital process.
PandaDoc
JULY 24, 2020
An excellent onboarding experience builds trust, addresses concerns, and sets expectations for both the client and your project team. A high-performing company has well-defined yet flexible client onboarding processes. In this guide, we’ll look at how to create effective client onboarding processes.
Account Management Skills
NOVEMBER 7, 2022
I get to speak to a lot of account managers who work in creative agencies. And I get a lot of questions about how they can progress their career, how they can be better at the account management role, and some of the key things that are most important when it comes to being more efficient and more effective in the role.
Red Star Kim
MARCH 16, 2023
We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. While we discussed various tools and methods to promote cross-selling and referral management, a key theme emerged around changing culture.
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