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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

As well as considering the grading of clients and referrers for the firm or particular teams there was recognition of the value of guiding each fee-earner to focus on: Critical clients, prospects and referrers (around 10) Key relationships (around 150 – see Dunbar’s Law in Client relationship management (CRM) – how many close social (kimtasso.com) (..)

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How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

Red Star Kim

Research more on the practice areas I support to have a better idea of their perspective on BD Learned that there are lots of marketing/bd functional avenues that I can develop my skills in Use a mentor programme (see PM Forum Mentor Match ) Stay patient if I don’t quite understand something, I will always learn and develop Career and Personal (..)

Marketing 130
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How to Ignite Success With Account Plans

Arpedio

It’s a game plan, a roadmap, a strategic guide that helps you navigate the tricky waters of client relationships and skyrocket your revenue. Without this strategic framework, it’s tough to develop an effective playbook of tactics and foster long-term business relationships.

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How Well Do You Know Your Customers?

Revegy

In this blog series, we’re going to take a look at building stronger client relationships through Revegy’s Customer Revenue Optimization Framework – not only how to build stronger executive relationships, but also how to find the next set of growth opportunities to pursue within your strategic account.

Finance 64
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What is Key Account Management? (It’s Not What You Think)

Account Manager Tips

Sales people won the clients. More resources and attention on the needs of existing customers changed client relationships. Limited access to the client and usually via gatekeepers Preferred Partner. Has the most significant share of the clients' business and advises on using products and services effectively.

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Jun 21 – Customer Success Jobs

SmartKarrot

Use your data skills to analyze the success of your clients’ campaigns and provide insights on how the users interact with their offers. Create reports based on campaign data and analytics to prepare presentations for sales and help acquire new clients.

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How to systemise account management in your agency, with Alex Raymond

Account Management Skills

Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. We chatted about: – the importance of having a client development plan. – how to avoid client churn.