Red Star Kim

DECEMBER 5, 2023

Leadership and the In-Group/Out-Group Phenomenon (blanchard.com) Create a sense of unity by reminding people we are on the same team and all striving for the same results (happy clients and increased profits). A similar approach would be to unite people behind the need to focus on client interests and overcoming competitor activity.

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

Red Star Kim

NOVEMBER 24, 2023

Benefits include: operational efficiency, client loyalty, attraction of talent, capital market attractiveness and resilience. We brainstormed what M&BD professionals need to know and the best way to promote effective and continuous learning. To future-proof client relationships using clarity, empathy, commitment and flair.

Digitalization 130

Digitalization Leadership Marketing Brainstorming 130

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

ClearPoint Strategy

JULY 29, 2021

Use this list of objectives to brainstorm what’s most important for your industry and your specific strategy, then build a set of objectives that best represent your organization. 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.

Innovation 98

Innovation e-Learning Healthcare Government 98

SmartKarrot

DECEMBER 6, 2022

Role: Head of Customer Success Location: Philadelphia, PA, United States (On-site) Organization: Impilo As a Head of Customer Success, you will oversee a portfolio of clients, manage high-level client relationships, and develop strategies to support client goals. Apply here: [link] . Apply here: [link].

Customer Success 19

Customer Success Brainstorming Onboarding Government 19

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