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. no-data-entry CRM; relationship intelligence (ERM); revenue operations system; automatic capture of emails, meetings and referrals).

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Arpedio

MARCH 5, 2024

It’s the backbone that sustains client relationships, fosters loyalty, and ultimately drives growth. Account management isn’t merely about maintaining existing relationships; it’s a proactive approach to understanding and fulfilling client needs.

Account Management 52

Account Management Management Client Relationships Prioritization 52

Red Star Kim

FEBRUARY 8, 2024

Connected leadership – How professional relationships (kimtasso.com) Competitors – Analyse who your major competitors are advising and adapt their targeting methods (I’m a little uncomfortable with the current trend to use LinkedIn to review your competitors’ contacts and target them yourself!)

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Arpedio

OCTOBER 17, 2023

Account management software tools Account Management Software ← Back to blog Account management software solutions have transformed the way businesses handle their account planning and client interactions. Account management plays a central role in building lasting client relationships and ensuring customer satisfaction.

Account Management 52

Account Management Software Software Management 52

Red Star Kim

NOVEMBER 2, 2023

Over the past five years, the firm has trained over 500 partners, resulting in stronger client relationships and helping increase firm revenue. Every Sunday night, he writes three categories on a blank sheet of paper: client interactions, deal-specific action items and ways to engage prospects and clients.

Client Relationships 130

Client Relationships CRM Financial Services Decision-making 130

Arpedio

MARCH 6, 2024

In this blog post, we’ll delve into the intricacies of account management and explore key techniques for mastering this essential aspect of business operations. Understanding Account Management In the realm of business, account management stands as a cornerstone function responsible for nurturing and overseeing client relationships.

Account Management 52

Account Management Management Prioritization Client Relationships 52

Arpedio

OCTOBER 17, 2023

How to build a winning account management team Account Management Software ← Back to blog A winning account management team can be your secret weapon to supercharge your company’s growth and customer satisfaction. These teams not only safeguard and nurture vital client relationships but also drive revenue and stability.

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

Red Star Kim

SEPTEMBER 29, 2023

One delegate question was “ What tips to engage fee earners with investing time and data into the CRM systems?”. How happy are you with your CRM (and integrated mailing, analytics and relationship management capabilities)?

Marketing 130

Marketing Stakeholders Digitalization Communication 130

Red Star Kim

APRIL 17, 2023

Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information. Social media was used by all firms but to varying degrees – there was less activity in sharing joint content and endorsements/recommendations than other methods.

Management 130

Management Manufacturing Client Relationships Facilitation 130

DemandFarm

MAY 2, 2024

For a sales team, relationship management is essential in nurturing potential customers and onboarding new clients, and utilising effective customer communication techniques, such as consistent and reciprocal communication, can help achieve this. The global Customer Relationship Management market is projected to grow from $71.06

Management 40

Management Banking CRM Profitability 40

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies.

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies.

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Red Star Kim

OCTOBER 16, 2023

Most commented on the data challenges of referrer management – although accountants using PracticePortal were happy with their CRM. Sharing some CRM horror stories felt like much-needed therapy. Some commented that their client and referrer data lived in teams’ closely-guarded team spreadsheets. amongst us. Sharing is caring?

Management 130

Management Emotional Intelligence Onboarding Communication 130

Apptivo

MARCH 7, 2023

Summary Maintaining strong customer and client relationships is more important than ever in today’s fast-paced business environment. More than 55% of small companies (of less than 10 people) want to test the waters by adopting a Contact Management System before leaping into a CRM.

Management 59

Management Supply Chain Decision-making Suppliers 59

Red Star Kim

JUNE 16, 2022

Alongside generating new business directly from clients and developing existing client relationships, referrer management was seen as vital to generate revenue and profit – particularly for those reliant on commercial transactions in B2B and consumer clients in B2C. 20% Very good. 60% Average. 0% Inadequate.

Management 130

Management Key Account Management Digitalization Communication 130

PandaDoc

MAY 28, 2024

Tools like CRM and document workflow management software are key to a seamless transition to consulting sales. Let’s delve into the pivotal role consultative selling plays in fostering meaningful client relationships and driving long-term business success. For example, you sell customer relationship management (CRM) software.

Sales 52

Sales e-Learning Healthcare Software 52

PandaDoc

APRIL 5, 2023

It also affects clients, partners, distribution channels, and other parties involved. The ultimate goal is to enable salespeople to focus on closing deals and developing client relationships and spend less time on routine tasks. You will need a sophisticated CRM system with an in-built reporting module to do so.

Sales 52

Sales Logistics CRM Prioritization 52

Red Star Kim

FEBRUARY 6, 2023

Client Relationship Management (CRM) systems are the foundation upon which the success of professional services firms’ marketing relies. Those with roles in CRM, digital marketing, analytics and data stewardship will live and breathe the challenge of data quality and data compliance (GDPR). Hooray to that!

Marketing 26

Marketing Artificial Intelligence CRM Digitalization 26

PandaDoc

APRIL 24, 2023

For example, tasking a new sales agent with sending a customer quote together with a CRM alert. Use tools such as your CRM or other sales enablement software to create a centralized content location for all your up-to-date training and coaching documents.

Sales 52

Sales e-Learning Onboarding Software 52

DemandFarm

MAY 22, 2023

Key Account Managers can, in turn, provide insights on maintaining long-term client relationships, personalizing solutions, and handling complex client issues. Enhanced Client Experience Sales Managers: Leveraging digital tools for a better client experience. Here are some essential tools to consider: 1.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

Apptivo

JUNE 21, 2021

In short, a successful partnership is a prerequisite for smooth client relationship management. It is a mutually beneficial relationship that focuses on being profitable for both parties. How do I Configure the Last Contacted Date in the CRM Apps? How do I Create and Set Triggers in CRM apps?

Profitability 59

Profitability Client Relationships Innovation CRM 59

Strategic Account Management Association

SEPTEMBER 11, 2020

CXM vs. CRM: Do you need both? CRM systems are focused on opportunity management , while CXM systems are focused on managing the ongoing delivery of value and the assessment of outcome attainment. Bottom line: You need both CRM and CXM for your business to succeed. Customer experience management is complementary to your CRM.

CXM 520

CXM Account Management Customer Experience Management 520

Insightly

SEPTEMBER 19, 2023

What Is a CRM strategy? A CRM strategy is a prescribed method of leveraging the various features of your customer relationship management system ( CRM ) to propel your business forward. CRM strategies vary widely by the particulars of your unique business and its operation.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

What Is a CRM strategy? A CRM strategy is a prescribed method of leveraging the various features of your customer relationship management system ( CRM ) to propel your business forward. CRM strategies vary widely by the particulars of your unique business and its operation.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Red Star Kim

SEPTEMBER 26, 2022

As well as the challenge of acquiring substantial information about internal and external environments and forging strong relationships with fee-earners, it was surprising to hear the delegates talk about technology issues. 80% were happy or really happy with their firm’s CRMs.

Digitalization 147

Digitalization Media Marketing Communication 147

Arpedio

DECEMBER 19, 2023

Account-Based Selling Strategy: Key Takeaways Explore the ARPEDIO platform ← Back to blog What exactly is an Account-Based Selling Strategy? From small startups to large enterprises, ABS has shown its potential to foster deeper client relationships, optimize resource allocation, and dramatically increase sales efficiency.

Decision-making 52

Decision-making Account Planning CRM Marketing 52

Nutshell

JULY 16, 2021

A winning organization knocks those walls down completely—with CRM as the wrecking ball. Though often seen strictly as software that helps your sales team keep track of their deals, CRMs can actually be used as collaborative tools for an entire organization. Collaborative CRMs let you tactically manage your communications.

CRM 118

CRM Communication Marketing Organization 118

PandaDoc

NOVEMBER 16, 2023

This is where the right quoting software steps in to strengthen your CRM, fusing customer relationship management and advanced quoting processes under one roof. Key takeaways CRM with an integrated quoting process reduces response time to customer inquiries, which is essential for achieving a cutting-edge sales pipeline.

CRM 52

CRM Software Software e-Learning 52

SBI

APRIL 29, 2019

With large enterprise clients top of mind, Revegy used the UI design to streamline workflows, eliminate clicks and strategically leverage color to simplify work for distributed teams that manage complex client relationships and goals. Blog Article. Anne Kimsey, Vice President of Product for Revegy. Trevelino/Keller.

Account Planning 31

Account Planning Client Relationships Software Software 31

Hubspot Sales

NOVEMBER 28, 2017

And will they initiate and nurture client relationships or pass them along? Will they be expected to blog or maintain a social media account? Sales tools: Is there a tool, software, or CRM they should be familiar with? Do you want this person to spend more time on the phone or attending in-person meetings?

Sales 107

Sales Decision-making Media Negotiation 107

Apptivo

JUNE 22, 2023

What is a CRM? Functionalities of CRM 4. CRM Functions to Speed Up the Sales Process 5. A holistic strategy, a deep awareness of customers, and the agility to embrace every opportunity are required to effectively leverage CRM’s strengths. Now, let’s look at how this is possible in the rest of the blog.

CRM 52

CRM Sales Management Management Software 52

Nutshell

MAY 21, 2024

This blog post covers everything you need to know about building your financial service tech stack, including the core software categories, top options per category, and how to get started. Customer relationship management (CRM) At the heart of every financial services business is a great customer relationship management (CRM) system.

Financial Services 71

Financial Services Software Software Cybersecurity 71

Apptivo

OCTOBER 21, 2021

And that’s why client relationship management tools or CRM tools have been on the rise. The CRM industry had a value of $52.64 But what is a CRM? What A CRM Does. Fundamentally, CRM software is a program that helps company sales teams, customer service teams, and marketing teams achieve three functions.

CRM 98

CRM Healthcare Digital Transformation Software 98

Red Star Kim

APRIL 12, 2023

Previously, my proactive activities were large projects that I took on e.g. implementing an experience database, a tidy up of our CRM systems. In my first week, the week before Christmas, I worked on four pitches. How do you get around fee-earners who are slightly sceptical about M&BD and aren’t as responsive to ideas or concepts?

Media 130

Media Marketing B2C Stakeholders 130

Apptivo

JUNE 14, 2023

Why is a CRM sales report essential for business? How to Create Sales Reports in a CRM like Apptivo? The Sales Reports function in a Customer Relationship Management (CRM) system is a strong tool that provides firms with useful insights. Let’s discover more about sales reports in this blog.

CRM 52

CRM Decision-making Sales Sales Management 52

DemandFarm

JULY 26, 2023

Data is analyzed from sources like CRM systems, website interactions, and social media to arrive at a deeper understanding of your customers, needs and goals. Make sure that the client has the opportunity to give feedback, clarify doubts, and communicate changes.

Key Account Management 40

Key Account Management Account Management Digitalization Management 40

SBI

OCTOBER 28, 2019

Using Contacts+ data, users can identify colleagues with more established relationships and request valuable introductions to targeted key stakeholders. Contacts+ is a unique intelligence feature that allows users to assess their client relationships and make faster, more strategic connections,” explains Anne Kimsey, VP of Product Management.

Account Planning 20

Account Planning Decision-making Acquisition Client Relationships 20