Insightly

SEPTEMBER 27, 2023

And, as your CRM vendor rolls out new features, your success manager will be there to brainstorm innovative use cases that maximize the system’s impact for your situation. From there, brainstorm new opportunities for maximizing system utilization. A well-executed customer relationship management (CRM) system can offer advantages.

CRM 52

CRM Onboarding Brainstorming Software 52

Insightly

SEPTEMBER 27, 2023

And, as your CRM vendor rolls out new features, your success manager will be there to brainstorm innovative use cases that maximize the system’s impact for your situation. From there, brainstorm new opportunities for maximizing system utilization. A well-executed customer relationship management (CRM) system can offer advantages.

CRM 52

CRM Onboarding Brainstorming Software 52

Account Management Skills

MARCH 20, 2023

We talk about: – how the roles and the skill sets are different – how they work together on projects and retainers – how they manage the client relationship – what friction points can occur and how they overcome them – their advice for agencies thinking of moving to an AM/PM model.

Digitalization 52

Digitalization Account Management Decision-making Management 52