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

Account Management 52

Account Management Management Client Relationships Facilitation 52

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

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

Red Star Kim

JUNE 15, 2023

or profits greater than £150000), active and inactive companies with up to 10 years’ of financial data. Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

SmartKarrot

JANUARY 16, 2023

Establish and maintain close relationships with clients at multiple organizational levels. Develop offering reports to communicate the status of operations to customers and internal teams. Drive quality and integrity in the performance of the MU GCS team, maximizing recurring, predictable, and profitable business.

Customer Success 19

Customer Success Client Onboarding Onboarding Stakeholders 19

Brooks Group

APRIL 17, 2023

Selecting a good sales training program can make a huge difference because you will have better sales volume, profitable pricing, and a high opportunity to win rates. Do two departments need to communicate better? You also want to ensure that your departments and team members communicate with one another.

Sales Training 52

Sales Training Negotiation Sales Decision-making 52

Account Management Skills

NOVEMBER 7, 2022

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.

Account Management 52

Account Management Management Suppliers Meetings 52

SmartKarrot

APRIL 11, 2022

Hold your team accountable for performance metrics related to resolving customer service issues, completing new client onboarding, consistently conducting client product training, and identifying and closing renewal and revenue growth opportunities.

Customer Success 3

Customer Success Onboarding Client Onboarding Strategic Thinking 3