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

ClearPoint Strategy

JULY 29, 2021

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. Cross-sell more products : Some organizations—like banks or office product companies—focus on selling more products to the same customers.

Innovation 98

Innovation e-Learning Healthcare Government 98

SalesGlobe

AUGUST 25, 2022

And, you know, having the money sit idle isn’t helping the shareholders any, right, so they’re taking more risk right now to deploy their money. SunTrust or regions bank was one of those two, much more hierarchical corporate, very different cultures and they created a trust as a new company.

Acquisition 52

Acquisition Sales Decision-making Leadership 52