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. The OnePlace legal client relationship management system was acquired by InTapp in 2019. Used for building lists with over 300 search criteria.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Insightly

NOVEMBER 1, 2022

Increase customer lifetime value (CLV): CRM models can help you increase CLV across every client relationship. Remember — retaining customers is significantly cheaper than onboarding new ones. Just like the other CRM models in this article suggest, you can never have too much information about your customer base.

Profitability 52

Profitability CRM Value Proposition Customer Experience 52

ClearPoint Strategy

JULY 29, 2021

In this article. Or from an HR perspective, Goldman Sachs could set objectives based on retention and client relationships, and E*TRADE on technical skills and product development. You may want to improve your customer chat functionality, or, if you sell a software product, improve your customer onboarding process.

Innovation 98

Innovation e-Learning Healthcare Government 98