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

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

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

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

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. Persistent follow-up communication is key to keeping recruiting progress on track.

Client Relationships 40

Client Relationships Communication Organization 40

Red Star Kim

SEPTEMBER 29, 2023

The session comprises three elements: marketing and business development fundamentals, practical marketing communication and business development skills and growing your career. And also to support cross-selling and enhance the client experience. How do you stand out from your peers?

Marketing 130

Marketing Stakeholders Digitalization Communication 130

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

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.

Stakeholders 52

Stakeholders Account Management Client Relationships Decision-making 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

Red Star Kim

JUNE 20, 2022

There is good advice on creating rapport such as authentic listening (including the three levels of listening ) as well as Humanist concepts such as congruence and the use of non-verbal communication and unconditional acceptance (i.e. There’s also an exploration of the need to work from the client’s agenda. Practising professionally.

Client Relationships 130

Client Relationships Facilitation Brainstorming Meetings 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

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. Check out ARPEDIO’s Account Management solution here.

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Red Star Kim

DECEMBER 12, 2023

External clients – Then of course we need to build networks amongst potential clients, existing clients and referrers. Marketing is the client’s representative within the firm. Our client relationships keeps us in touch with market changes and perceptions.

Marketing 130

Marketing Emotional Intelligence Management Leadership 130

Red Star Kim

OCTOBER 16, 2023

Book review: The Management Shift by Vlatka Hlupic (kimtasso.com) Change management book – Switch (Chip & Dan Heath) (kimtasso.com) Education and internal communications People experience anxiety and fear when they are uncertain. And to know when to cut their losses and move onto other potential referrer relationships.

Management 130

Management Emotional Intelligence Onboarding Communication 130

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. Pick up on the tone of communications. For example: Passive. Read between the lines – consider what is not stated explicitly.

Brainstorming 130

Brainstorming Innovation Client Relationships Marketing 130

Red Star Kim

NOVEMBER 8, 2022

An article in October 2022 in Training Magazine argued that the four most important soft skills to prioritise for remote work – to bridge the distance gap – were emotional intelligence (I devoted an entire chapter to this topic in my book), next-level communication (ie over-communication), active listening and conflict resolution.

Leadership 100

Leadership Emotional Intelligence Remote Working Digitalization 100

Red Star Kim

FEBRUARY 28, 2023

0% Vision and leadership 30% Developing a business plan 30% Operational management 20% Strategic marketing 20% Marketing communications/promotions 0% Selling/referrer relationships Is your business and marketing planning focused on your department (inside out) or your markets (outside in)?

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

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). And a key theme is on culture change. They need to be focused.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

DemandFarm

MAY 13, 2024

Enhance communication : Personalized communication is key to understanding and meeting customer needs. A KAM tool can help you manage and enhance client relationships especially with the top revenue contributors. Establishing clear processes helps ensure that all customers receive the same level of service and support.

Account Planning 52

Account Planning Key Account Management Client Relationships Communication 52

Red Star Kim

JUNE 16, 2022

Alongside generating new business directly from clients and developing existing client relationships, referrer management was seen as vital to generate revenue and profit – particularly for those reliant on commercial transactions in B2B and consumer clients in B2C. We tried out various tools (e.g.

Management 130

Management Key Account Management Digitalization Communication 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

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. Communication: HR can facilitate clear and open communication between the employer and employees. This can include regular meetings, feedback sessions, and town halls.

Remote Working 52

Remote Working Client Relationships Facilitation Communication 52

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

DemandFarm

MAY 22, 2023

Key Account Managers can, in turn, provide insights on maintaining long-term client relationships, personalizing solutions, and handling complex client issues. Digital platforms such as project management tools and communication apps help Sales Managers streamline coordination between sales teams and other departments.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

Red Star Kim

NOVEMBER 24, 2023

Thought leadership manual by Tim Prizeman (kimtasso.com) Walking in the client’s shoes Ben Sutton of Grant Thornton and Alain Thys took delegates on the client journey of the future. To future-proof client relationships using clarity, empathy, commitment and flair.

Digitalization 130

Digitalization Leadership Marketing Brainstorming 130

Red Star Kim

SEPTEMBER 26, 2022

Firms must ensure that internal communications and team cohesion are high on their agenda to ensure M&BD folk feel engaged. 11% supporting internal communications. This 2022 book on networking (written by a young lawyer in the City of London) offers good advice Book review – Great networking by Alisa Grafton (kimtasso.com).

Digitalization 147

Digitalization Media Marketing Communication 147

Arpedio

JULY 12, 2023

Account-Based Marketing (ABM) vs Account-Based Selling (ABS) ← Back to blog In the ever-evolving sales ecosystem, businesses are continuously embracing new approaches to stay ahead of the competition. Read this blog post for an insightful overview of the essential elements of ABM and ABS and how they complement each other.

Marketing 52

Marketing Advertising Decision-making Communication 52

Insightly

MARCH 21, 2023

In order to deliver the best possible experience, you need to provide the right coverage at the right time — and let your clients know you’re looking out for them. Customer relationship management (CRM) software can help insurance agencies solve some of their biggest challenges. At the same time, every second matters.

Insurance 52

Insurance CRM Software Software 52

Apptivo

MARCH 7, 2023

Summary Maintaining strong customer and client relationships is more important than ever in today’s fast-paced business environment. Tangible benefits of using a Contact Management System With a Contact Management System, communication with the customer/ prospect/ supplier is more personalized.

Management 59

Management Supply Chain Decision-making Suppliers 59

DemandFarm

MAY 2, 2024

For a sales team, relationship management is essential in nurturing potential customers and onboarding new clients, and utilising effective customer communication techniques, such as consistent and reciprocal communication, can help achieve this. Their responsibilities include: 1.

Management 40

Management Banking CRM Profitability 40

SmartKarrot

OCTOBER 25, 2023

In the ever-evolving realm of business, Key Account Management (KAM) remains a pivotal aspect of sustaining and nurturing crucial client relationships. The stakes in managing key accounts are high; these are typically the clients that account for a significant portion of revenue.

Key Account Management 10

Key Account Management Account Management Management Client Relationships 10

Apptivo

JUNE 8, 2021

Many businesses have found this feature to be beneficial in maintaining client relationships and providing a better sales and operations experience. It helps in the management and tracking of client transactions, communications, and interactions with the company.

CRM 72

CRM Internet Client Relationships Management 72

Arpedio

AUGUST 22, 2023

Key account management best practices ← Back to blog In today’s competitive landscape, effectively managing key accounts is not just a strategy: It’s a necessity. A unified approach enhances the client experience and drives overall value. Now, let’s dive into the best practices of key account management.

Key Account Management 52

Key Account Management Account Management Management Onboarding 52

Arpedio

JANUARY 11, 2023

Back to blog. In this blog, we’ll break down the concept of account management, and why it’s so important in order to drive a successful business in today’s increasingly complex B2B industry. It’s his or her job to keep a cool overview and pull the right strings to maintain healthy and beneficial relationships that last.

Account Management 52

Account Management Management Key Account Management B2B 52

Red Star Kim

SEPTEMBER 5, 2023

For any type of learning you connect neurons and change the way they communicate Brains consume about 30% of your body’s energy resources whilst being less than 20% of your body weight Dark chocolate can boost serotonin levels Your memory doesn’t get worse as you get older.

Facilitation 147

Facilitation e-Learning Emotional Intelligence Key Account Management 147