Hubspot Sales

FEBRUARY 8, 2022

You can monitor trigger events through a CRM (which we’ll discuss later), social media, press releases, LinkedIn, google alerts, etc. Use a CRM. A CRM is a valuable tool for all sales teams, especially when it comes to tracking leads. Lost leads don’t have to be lost forever.

e-Learning 101

e-Learning CRM Client Onboarding Acquisition 101

Red Star Kim

JUNE 15, 2023

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”. Some firms provide templates of different types of KAM meeting types.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

SmartKarrot

JUNE 12, 2023

Produce written and spoken content, host webinars, and conduct one-on-one training sessions. As we scale the client onboarding programme, we will improve, implement, and streamline internal processes. When necessary, create tickets, NCPs, NCSOs, and CARs in CRM or ERP for customer complaints relating to post-shipment issues.

Customer Success 19

Customer Success Co-Creation Customer Life Cycle Stakeholders 19

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