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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum. Key Account Management (KAM) – Research companies Larger firms may have access to research and knowledge specialists. How should firms identify their strategic accounts? Why do law firms needs SAM?

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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.

CRM 119
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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. Too many key account managers arrange their quarterly reviews as they go. Are you on Telegram?

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Referrer Management – Capacity and Capability

Red Star Kim

Most commented on the data challenges of referrer management – although accountants using PracticePortal were happy with their CRM. Sharing some CRM horror stories felt like much-needed therapy. Referrer management activities were varied and sometimes creative. amongst us. Sharing is caring?

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The Wild West, Cher and Covid – Reflections from a Referrer Management workshop (June 2022)

Red Star Kim

Sometimes through dedicated internal campaigns and sometimes through the use of Key Account Management. Which CRM system do you use: 25% Hubspot, 25% OnePlace and 50% other. One delegate reminded us that CRM “bespoking” is a form of research and development (R&D) and can therefore be claimed back from HMRC.

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Why you should align marketing and customer success teams

Insightly

For example, perhaps customers who come in through a webinar are less likely to churn. By investing in more webinars, you’ll improve customer long-term value. . Customer success managers are content marketers. Customer success managers are content marketers. Using customer success documentation for content marketing.