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. Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum. Others may find that the M&BD team is responsible for research.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

PandaDoc

MARCH 9, 2024

While we all know and love this famous communication tool, not many of us know it has the potential to become even more powerful when integrated with productivity and task management tools like Trello and file management platforms like PandaDoc. Pricing: Trello’s paid plans start at $5 per user/month when you pay annually.

Co-Creation 52

Co-Creation Communication Meetings Onboarding 52

SmartKarrot

JUNE 12, 2023

As we scale the client onboarding programme, we will improve, implement, and streamline internal processes. Think creatively to address issues and pay attention to clients’ needs. Utilise and keep up a knowledge base, asset management system, and service management system for information technology.

Customer Success 19

Customer Success Co-Creation Customer Life Cycle Stakeholders 19

SmartKarrot

JANUARY 10, 2023

Role: Customer Success Lead Location: Remote, Canada Organization: Testimonial Hero As a Customer Success Lead, you will be developing and managing value-based relationships with the highest-value accounts with a focus on agreement completion and retention. Ramp up CSMs’ knowledge of the platform and internal operations.

Customer Success 19

Customer Success Supply Chain Co-Creation Stakeholders 19