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. Includes IPOs, acquisitions, grants, accelerators and news. The OnePlace legal client relationship management system was acquired by InTapp in 2019.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Nutshell

MARCH 28, 2024

A refresher definition 5 best practices for managing a sales pipeline for a startup3 types of client onboarding Prioritize your good leads, drop your bad leads Analyze your pipeline regularly Update your processes regularly Standardize your sales pipeline Automate sales pipeline tasks with a CRM What is a sales pipeline?

Management 71

Management Prioritization CRM Sales 71

SmartKarrot

JULY 25, 2022

Meet and exceed assigned targets for renewals, sales expansion opportunities, and strategic objectives associated with a portfolio of accounts. Prepare periodic performance reports covering and analyzing clients’ KPIs. Build and maintain strong and long-lasting client relationships. Apply here: [link].

Customer Success 3

Customer Success Client Onboarding Onboarding Acquisition 3