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

Account Management Skills

AUGUST 24, 2021

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. We chatted about: – the importance of having a client development plan. – how to avoid client churn.

Account Management 98

Account Management Management Account Planning Co-Creation 98

SmartKarrot

MARCH 8, 2022

An advocate for inclusion and diversity, Dana is proficient in scaling businesses with the help of customer acquisition and retention. In turn, Diana helps her clients’ businesses grow. Diana also co-created the ‘Open Book of Customer Success,’ a free workspace with all the resources to help Customer Success professionals.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

Insightly

JANUARY 2, 2024

Focused sales reps find more time for prospecting, customer acquisition, and upselling, which results in a healthier pipeline. Marketing focuses on content creation and delivering MQLs, while sales builds pipeline. A CRM provides a flexible way to track and view all of your business relationships. No one doubts that.

CRM 52

CRM Co-Creation Onboarding Decision-making 52