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

SmartKarrot

FEBRUARY 16, 2023

For your clients, develop strategic account and customer success plans, and track their progress towards predetermined objectives and outcomes. Escalations should be strictly managed, with one internal team serving as the quarterback for all important situations. Study and impart.

Customer Success 19

Customer Success Account Planning Client Development Stakeholders 19