Revegy

JANUARY 18, 2021

How Does CRM Tackle the Relationship and What’s Missing? CRM has been around for 30 years – it started as a combination of 3 different types of technology – marketing automation, sales force automation, and customer support. However, CRM is not tackling the relationship piece as it should.

CRM 119

CRM Procurement Stakeholders Facilitation 119

Account Manager Tips

NOVEMBER 16, 2022

Use project management tools 9. Too many clients, not enough time Key account managers have a lot of clients. From procurement, to executives, to end users and everything in between. For example, my CRM ( Salesmate ) has sequences and email templates that allow me to setup set up a personalized conversational flow.

Key Account Management 130

Key Account Management Account Management Procurement Communication 130

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

ProlifIQ

FEBRUARY 13, 2023

As a customer success manager, successful customer onboardings are critical to the success of your company and the customers you serve. Large accounts typically come with a large number of stakeholders the seller must engage, as well as technical obstacles and red tape to get past.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

ProlifIQ

MAY 17, 2024

Core Facets Of Key Account Management In Life Sciences Managing relationships and building strategic plans to grow revenue across complex accounts is a part of day-today life for anybody in sales, marketing, or account management in the Life Sciences space.

Key Account Management 52

Key Account Management Account Management Management Procurement 52

Account Manager Tips

JULY 9, 2020

Your first 90 days in a new job as an account manager are the most challenging.and with the most at stake. A 30 60 90 day success plan is essential to help transition from your old job to your new one. Along with your resume and cover letters, you need a 90 day success plan ready before you even start your job search.

Account Management 130

Account Management Management Key Account Management Stakeholders 130

SBI

MARCH 5, 2019

Customers will benefit not only from enhanced accuracy of in-platform emails, but they can also seamlessly verify all other email data sitting in their internal marketing and sales systems – even if it was procured through other data sources. Opportunity Management. Opportunity Management. Account Targeting.

B2B 32

B2B Procurement Acquisition Account Planning 32