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

Red Star Kim

MARCH 16, 2023

Remember face-to-face significantly more effective with existing client referrals Link cross referral approach into KAM programme Use some of the tools from today as a way to invite the M&BD team into the ad hoc / currently not delivering programme that exists just now Understand that the diamond model is key – Measurable actions (i.e.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

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. Onboarding emails and steps. It can’t get any simpler than that. Data scraping (i.e., Gated content.

CRM 98

CRM Healthcare Software Software 98

Nutshell

MARCH 28, 2024

A refresher definition 5 best practices for managing a sales pipeline for a startup3 types of client onboarding Prioritize your good leads, drop your bad leads Analyze your pipeline regularly Update your processes regularly Standardize your sales pipeline Automate sales pipeline tasks with a CRM What is a sales pipeline?

Management 71

Management Prioritization CRM Sales 71

Arpedio

MARCH 5, 2024

Definition of Account Management Solutions Account management solutions refer to tools, software, and strategies designed to facilitate the management of client accounts, relationships, and interactions. Firstly, it enables businesses to nurture stronger relationships with their clients , fostering trust, loyalty, and repeat business.

Account Management 52

Account Management Management Client Relationships Facilitation 52

DemandFarm

MAY 22, 2023

Meet Anna, a diligent Sales Manager at Brilliant Solutions , a thriving software company specializing in cutting-edge automation tools. They set measurable goals for their team, ensuring that the company meets its financial objectives. Key Account Managers: Coordinate custom solutions for client-specific issues.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

PandaDoc

MAY 28, 2024

Consultative sales, by definition, is a selling strategy that focuses on meeting customer needs. 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.

Sales 52

Sales e-Learning Healthcare Software 52