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.
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. Delegates were from legal and accountancy firms in the UK, Channel Islands, Germany and United Arab Emirates. 800,000 global company profiles and 15,000 reports.
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DemandFarm
MAY 22, 2023
To achieve this, they devise and implement sales strategies tailored to their target market. By fostering long-term relationships, Key Account Managers ensure a steady flow of revenue and increase the client’s lifetime value. This cross-functional collaboration helps maintain strong relationships and client satisfaction.
Red Star Kim
MARCH 16, 2023
During the discussion on setting goals and SMART objectives there was a question about how to calculate the share of wallet for professional services clients and referrers. Professional services marketing has grown from a “dearth of data” culture although more firms are increasing their data capabilities and are becoming more data-driven.
PandaDoc
MAY 28, 2024
Let’s delve into the pivotal role consultative selling plays in fostering meaningful client relationships and driving long-term business success. Customer knowledge even transfers to other areas, such as improving client onboarding. This could be market data and case studies. Why is consultative selling important?
Apptivo
OCTOBER 21, 2021
So it makes sense that anything that can improve a business’ relationship with existing and incoming customers is a worthy investment. And that’s why client relationship management tools or CRM tools have been on the rise. It can’t get any simpler than that. The CRM industry had a value of $52.64 What A CRM Does.
SmartKarrot
AUGUST 5, 2021
Oversees proactive engagement with clients to build value and ensure a long-term partnership. Partner cross-functionally with Sales, Marketing, Product Management, Technology, Professional Services, Training and Support groups to gain alignment and drive results. Manage the onboarding process for new clients.
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