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

Hubspot Sales

APRIL 25, 2023

In this article, we’ll give you a comprehensive overview of the consulting career path. Principal/Director Directors strengthen and develop new client relationships. Partner/Shareholder Partners are individuals who have invested in a firm for many years. Consulting isn’t for everyone.

Healthcare 93

Healthcare Insurance Shareholders Interpersonal Skills 93

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. Before we dive into the examples, let’s talk about how to choose the right ones for your organization.

Innovation 98

Innovation e-Learning Healthcare Government 98

Insightly

NOVEMBER 1, 2022

Increase customer lifetime value (CLV): CRM models can help you increase CLV across every client relationship. You can use revenue changes, online reviews, shareholder value, customer surveys and online engagement to measure your strategy’s success. Performance Assessment. Information Management (Data Repository).

Profitability 52

Profitability CRM Value Proposition Customer Experience 52