Arpedio

MARCH 5, 2024

It’s the backbone that sustains client relationships, fosters loyalty, and ultimately drives growth. Account management isn’t merely about maintaining existing relationships; it’s a proactive approach to understanding and fulfilling client needs.

Account Management 52

Account Management Management Client Relationships Prioritization 52

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. The OnePlace legal client relationship management system was acquired by InTapp in 2019. OnePlace/Intapp Another delegate mentioned he liked using this system.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Arpedio

JANUARY 9, 2024

Elevating Account Management Through Metrics and KPIs Explore ARPEDIO's Account Management Software ← Back to blog As companies strive to build lasting relationships with their clients, the need for effective Account Management strategies and tools becomes paramount. Ready to increase customer lifetime value?

Account Management 52

Account Management Management Client Relationships Account Planning 52

DemandFarm

MAY 9, 2024

They help you identify key players, understand reporting relationships, and tailor your engagement strategy accordingly. In this blog, we’ll explore the top organizational chart software of 2024, focusing on its features, usability, and how it caters to key account managers like you.

Key Account Management 52

Key Account Management Account Management CRM Client Relationships 52

Red Star Kim

NOVEMBER 1, 2023

Protectionism – Some fee-earners could be insecure and defensive about sharing client information and relationships. The culture and rewards systems sometimes worked against integrated client teams. Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking.

Key Account Management 130

Key Account Management Account Management Value Proposition Client Relationships 130

Customer Think

NOVEMBER 22, 2022

In B2C environments, CRM solutions are essential to maintaining client relationships over time. Managing online retail customers is crucial for any eCommerce platform to run smoothly. Standard CRM systems in eCommerce allow you to register, track, and utilize data about customer interactions.

CRM 136

CRM Business Growth eCommerce B2C 136

Red Star Kim

FEBRUARY 8, 2024

Connected leadership – How professional relationships (kimtasso.com) Competitors – Analyse who your major competitors are advising and adapt their targeting methods (I’m a little uncomfortable with the current trend to use LinkedIn to review your competitors’ contacts and target them yourself!)

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Arpedio

OCTOBER 17, 2023

How to build a winning account management team Account Management Software ← Back to blog A winning account management team can be your secret weapon to supercharge your company’s growth and customer satisfaction. These teams not only safeguard and nurture vital client relationships but also drive revenue and stability.

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

Farland Group

APRIL 19, 2024

My colleague Jane Hiscock recently shared a blog, ‘ Always Recruiting: The Secret to a Successful Advisory Board ’ outlining the importance of continuous active recruiting and shared guidelines for overcoming Board membership challenges. Make recruiting a team effort. The strongest Board membership is the result of team efforts.

Client Relationships 40

Client Relationships Communication Organization 40

Arpedio

OCTOBER 17, 2023

Account management software tools Account Management Software ← Back to blog Account management software solutions have transformed the way businesses handle their account planning and client interactions. Account management plays a central role in building lasting client relationships and ensuring customer satisfaction.

Account Management 52

Account Management Software Software Management 52

Customer Think

APRIL 4, 2023

After all, proceeding with business as usual when your team is understaffed can threaten productivity and client relationships, not to mention that members of such teams can start to feel undervalued […]

Client Relationships 107

Client Relationships Marketing 107

Red Star Kim

DECEMBER 5, 2023

It was interesting to learn how Business Development Executives work with managing client relationships”. Conduct a personal gap analysis – “By considering all the things that a proactive marketing/BD executive could do and talking to other delegates I have discovered some gaps in my knowledge and skills that I aim to remedy”.

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

Account Manager Tips

APRIL 11, 2022

It talked about the fact that consultants who bounce in an out of the client relationship have more status and impact than account managers that deal with the client daily. "A For more on how to ask for a client referral, avoiding common mistakes and dealing with rejection, read the blog post. I'm humbled.

Account Management 130

Account Management Key Account Management Client Relationships Innovation 130

Arpedio

MARCH 6, 2024

In this blog post, we’ll delve into the intricacies of account management and explore key techniques for mastering this essential aspect of business operations. Understanding Account Management In the realm of business, account management stands as a cornerstone function responsible for nurturing and overseeing client relationships.

Account Management 52

Account Management Management Prioritization Client Relationships 52

Red Star Kim

JUNE 20, 2022

The heart of coaching – the coach-client relationship. She talks about a relationship of equals rather than the power or expert models. Coaching clients through change. The heart of coaching: the coach-client relationship. Choosing the future: creating goals for coaching. Practising professionally.

Client Relationships 130

Client Relationships Facilitation Brainstorming Meetings 130

Arpedio

OCTOBER 20, 2023

Understanding the power of a stakeholder matrix – A comprehensive guide Relationship Mapping Software ← Back to blog In the dynamic landscape of account management, understanding your clients’ needs, expectations, and concerns is paramount to building lasting and mutually beneficial relationships. Let's talk!

Stakeholders 52

Stakeholders Account Management Client Relationships Decision-making 52

Red Star Kim

NOVEMBER 2, 2023

Over the past five years, the firm has trained over 500 partners, resulting in stronger client relationships and helping increase firm revenue. McDermott Will & Emery has a unique approach to business development, a key component of which is a global training program for partners on managing their networks.

Client Relationships 130

Client Relationships CRM Financial Services Decision-making 130

Arpedio

NOVEMBER 6, 2023

Future trends in account-based selling Explore the ARPEDIO platform ← Back to blog Staying ahead of the curve is crucial for success in the world of sales and marketing. In this blog post, we will explore the emerging trends that are set to redefine the landscape of account-based selling.

Artificial Intelligence 52

Artificial Intelligence Decision-making Client Relationships Media 52

Arpedio

JUNE 2, 2023

How to Ignite Success With Account Plans ← Back to blog Say hello to Account Plans, the secret sauce that transforms ordinary sales strategies into extraordinary journeys of client engagement and revenue growth. In this blog post, we’re diving headfirst into the captivating world of Account Plans.

Account Planning 52

Account Planning Account Management Client Relationships Stakeholders 52

Customer Think

DECEMBER 27, 2023

Today where competition is fierce and customer expectations are ever evolving and increasing, the role of a Customer Success Head or Client Relationship Manager is more critical than ever.

Leadership 52

Leadership Client Relationships Customer Success Management 52

Red Star Kim

MARCH 22, 2023

Nurturing professional relationships He offers a simple tool as part of your referral strategy to grade potential referrers on willingness to refer, understanding and opportunity. And he mention’s Dunbar’s law ( Client relationship management (CRM) – how many close social (kimtasso.com) ).

Leadership 130

Leadership Media Client Relationships Innovation 130

Red Star Kim

SEPTEMBER 14, 2023

And I hope this professional relationship and friendship lasts many more years… PM Forum PM Magazine: PM Forum PM Forum training: PM Forum Managing Partners’ Forum (mpfglobal.com) Leadership Development Programme Related articles Managing Partners’ Forum Strategy Summit (kimtasso.com) July 2023 Being more strategic – Case studies (..)

Management 130

Management Leadership Innovation Government 130

ACT

AUGUST 24, 2022

No matter what size your business is, chances are you can benefit from better efficiency through marketing and workflow automation as well as easy access to all of your client information in one place. Forrester Research reports that financial advisors can improve prospect-to-client conversion rates by up to 300% when they use CRM.

CRM 52

CRM Financial Services Client Relationships Media 52

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies.

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies.

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Insightly

SEPTEMBER 19, 2023

However, there are some general strategies by industry/vertical that we will examine in this blog post. An efficient e-marketing and customer relationship management strategy is practically a necessity for nearly any kind of modern business. CRM enables these firms to manage and nurture these relationships effectively.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

However, there are some general strategies by industry/vertical that we will examine in this blog post. An efficient e-marketing and customer relationship management strategy is practically a necessity for nearly any kind of modern business. CRM enables these firms to manage and nurture these relationships effectively.

CRM 52

CRM Insurance Healthcare Manufacturing 52

MTD Sales Training

SEPTEMBER 16, 2019

The building of relationships in business is the biggest common denominator when ascertaining how we can increase our sales with current and new clients. As in any relationship, a business relationship will thrive if you decide to show appreciation by giving without expecting something in return. Happy Selling!

Suppliers 74

Suppliers Client Relationships Sales Training Sales 74

Red Star Kim

APRIL 17, 2023

As well as considering the grading of clients and referrers for the firm or particular teams there was recognition of the value of guiding each fee-earner to focus on: Critical clients, prospects and referrers (around 10) Key relationships (around 150 – see Dunbar’s Law in Client relationship management (CRM) – how many close social (kimtasso.com) (..)

Management 130

Management Manufacturing Client Relationships Facilitation 130

ACT

MARCH 21, 2023

In this blog, we’ll delve deeper into the current professional services market and discuss a few noteworthy industry trends. Given that professional services firms thrive on client relationships, without the utilisation of technology, a lack of skilled professionals could be catastrophic.

Digital Transformation 52

Digital Transformation Remote Working Artificial Intelligence Client Relationships 52

Red Star Kim

NOVEMBER 22, 2022

In recent workshops we have explored the use of creativity techniques to resolve client service issues, co-create solutions and improve client relationships. Creativity is crucial for marketing and innovation and a while back I produced a series of introductory articles on creativity.

Brainstorming 130

Brainstorming Innovation Client Relationships Marketing 130

Engage Selling

MAY 7, 2014

Best of the Sell More Work Less Blog Making Money Mondays Quick Tip client attraction client relationships closing Colleen Francis Engage Selling Solutions Pipeline Management sales quota The Sales Leader' Speaking of closing… always start the implementation before the close happens.

Client Relationships 48

Client Relationships Sales Management 48

Apptivo

MARCH 7, 2023

Summary Maintaining strong customer and client relationships is more important than ever in today’s fast-paced business environment. Benefits like excellent conversion rates of prospects, attracting the best talent, targeting blogs to opportunities, and optimized supply chain decisions.

Management 59

Management Supply Chain Decision-making Suppliers 59

Showpad

SEPTEMBER 6, 2019

With help from Marketing, Sales can develop their “digital brand” to add value to client relationships. Our recent blog offers some helpful information and links to get you ready for the event. Social media can be a powerful tool for sellers to engage buyers on a personal level. Face it: the world of B2B is complex.

B2B 45

B2B Client Relationships Sales Digitalization 45

Red Star Kim

FEBRUARY 28, 2023

67% Inhouse M&BD team for the firm 0% Inhouse M&BD team for the private client team 11% External marketing/PR agencies 22% None – we do it all ourselves Which area of business development requires most attention at your firm? 50% LinkedIn 30% Blogs 20% Facebook How effective do you find social media?

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

Mercuri International

MARCH 28, 2023

In our series of three short blog posts, we’ll be taking a look at some of the key issues facing HR as they navigate the increasingly complex landscape of 2023. In our first, we take a look at the concept of ‘trust’ – and what it really means for team building and effective sales.

Remote Working 52

Remote Working Client Relationships Facilitation Communication 52

Zendesk

MARCH 22, 2021

There are two things to consider when generating customer testimonials—what type of story you want to tell and which client relationship would best illustrate it. Instead of just featuring a few flattering quotes, consider turning particularly rich customer stories into full blog posts. Customer testimonial articles.

Advertising 98

Advertising B2B B2C Customer Experience 98