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

Deep Insight

JULY 3, 2020

If the client is an Ambassador, 12 of the 20 individuals might be Promoters, six might be Passives and two might be Detractors. The overall relationship is great but there are still a couple of individuals who will not recommend you. – Sales costs are lower. – Sales costs are lower. They want to help you.

Co-Creation 52

Co-Creation B2B Innovation Account Management 52

SmartKarrot

OCTOBER 5, 2021

Manage customer success activities, onboarding and adoption, customer success management, renewals, cross-sell/up-sell sales leads, and customer advocacy. Become a video expert, developing a deep understanding of the core product offerings and how to leverage those products to meet client objectives.

Customer Success 19

Customer Success Co-Creation Innovation Advertising 19

Account Management Skills

AUGUST 24, 2021

Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. We chatted about: – the importance of having a client development plan. – how to avoid client churn.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Account Management Skills

APRIL 3, 2023

If you’d like to talk to me about agency account management training, I’ve just updated the website to include three of the main courses that I run to help you retain and grow your existing client relationships. Very popular 10 years ago, it didn’t really work, co-creation is fine to a point.

Co-Creation 52

Co-Creation Account Management Procurement Management 52

SmartKarrot

MARCH 8, 2022

A star in the world of Customer Success, Amarachi Ogueji is known for her exceptional skills in retaining B2B and B2C SaaS clients. Her diverse yet unique skills include customer life cycle optimization from pre-sales. In turn, Diana helps her clients’ businesses grow. Anika Zubair. Like what you are reading? Erika Villarreal.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

Insightly

JANUARY 2, 2024

Simply divide your net profit by the total investment, multiply by 100, and you have your number: ROI = net profit / total investment * 100 But estimating ROI for a business system—such as a Customer Relationship Management system (CRM) —is not as straightforward as a one-time advertising campaign. It cannot source and hire new sales talent.

CRM 52

CRM Co-Creation Onboarding Decision-making 52