SmartKarrot

DECEMBER 1, 2023

As a seasoned professional in the realm of Customer Success , I’ve witnessed firsthand the intricate dance of client onboarding. Crafting an effective Client Onboarding Playbook is an art, but it’s not immune to pitfalls. Too often, organizations forget the crucial element of client involvement.

Client Onboarding 10

Client Onboarding Onboarding Client Relationships Facilitation 10

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

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. Collaborating on Client Onboarding and Transition Sales Managers and Key Account Managers can collaborate during the client onboarding and transition process.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

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

MARCH 16, 2023

This included improving internal communication and collaboration as well as motivation to devote time to internal and external referrals: cultivate a cross-selling culture. Internal communication – Why, how and what (kimtasso.com). And a key theme is on culture change. They need to be focused.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

Arpedio

MARCH 5, 2024

These solutions encompass a range of functionalities aimed at optimizing the way businesses engage with their clients, from initial onboarding to ongoing support and beyond. By centralizing communication tools within the platform, businesses can facilitate seamless interactions between account managers, clients, and internal teams.

Account Management 52

Account Management Management Client Relationships Facilitation 52