Remove Client Onboarding Remove Client Relationships Remove Communication Remove Profitability
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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

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. or profits greater than £150000), active and inactive companies with up to 10 years’ of financial data. 200,000 companies with turnover or shareholder funds over £1.5m

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Account Management Solutions: Everything you need to know

Arpedio

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. Furthermore, effective account management is crucial for driving growth and profitability.

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Cultivate a cross-selling culture

Red Star Kim

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). This would engender a “one firm” approach where clients are considered owned by the firm.

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How to raise your account management game (part one), with Jenny Plant

Account Management Skills

So maybe you can suggest an improved client onboarding process, because you’ve been through so many now and you know where the holes are. You can also look at the client’s business name on the Companies House website. So it’s not a secret that clients really want you to understand their business.