Red Star Kim
OCTOBER 16, 2023
We also mentioned data cleaning systems such as Cirrom Marketing technology system review – Clean contact data with Cirrom (kimtasso.com) to help with those daunting data cleansing tasks. A starting point was onboarding where data, preferences, potential and priority assessment took place.
ProlifIQ
MARCH 30, 2023
Insights: There are several use cases for account plans, from marketing running 1:1 targeted ABM campaigns, to solution engineers understanding what needs to be shown in product overviews, to customer support hand-offs, and more. T he customer doesn’t have to repeat themselves when information is in a plan and onboarding begins.
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Red Star Kim
JUNE 15, 2023
Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”. 800,000 global company profiles and 15,000 reports.
Red Star Kim
APRIL 12, 2023
Another aspect of the culture shock is that in professional services we refer to clients rather than customers.
Hubspot Sales
MARCH 18, 2019
A KAM needs leadership abilities to guide her team members (which might include a salesperson, marketer, technical support, implementation and/or onboarding specialist). Key account programs have a lot of moving parts. With that in mind, it's crucial a KAM can work across the organization to develop these offerings.
Red Star Kim
AUGUST 31, 2023
Senior level all the way down to junior and include those that are already onboard but also the trickier ones to convert as well. This can be the managing partner and members of the board Look to appease everyone all the way through the process through inclusion. Julie concluded with the fact that this was not a small or short project.
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