Red Star Kim

APRIL 17, 2023

Last week I facilitated MBL’s full day training session on “Developing more work from referrers and intermediaries”. Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners.

Management 130

Management Manufacturing Client Relationships Facilitation 130

Arpedio

OCTOBER 17, 2023

These teams not only safeguard and nurture vital client relationships but also drive revenue and stability. Role-specific assessments: Use role-specific assessments or case studies to evaluate a candidate’s ability to manage accounts, make strategic decisions, and communicate effectively.

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

Arpedio

DECEMBER 19, 2023

Account managers are responsible for understanding the client’s needs, ensuring their satisfaction, and identifying opportunities for upselling or cross-selling. They act as the bridge between the client and the company, facilitating communication and problem-solving. Ready streamline your account planning?

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Arpedio

JANUARY 9, 2024

Whether it’s refining communication methods, optimizing service delivery, or enhancing product features, a commitment to improvement is facilitated by a keen understanding of key metrics. Retention Rate: Retaining clients is often more cost-effective than acquiring new ones. Ready to increase customer lifetime value?

Account Management 52

Account Management Management Client Relationships Account Planning 52

DemandFarm

MAY 9, 2024

Integration with CRM Systems Demandfarm’s integration allows key account managers to access and visualize complex client hierarchies directly within their usual CRM interface, enabling them to manage client relationships more effectively.

Key Account Management 52

Key Account Management Account Management CRM Client Relationships 52

Arpedio

MARCH 6, 2024

Rather than solely focusing on sales transactions, account management emphasizes building trust, understanding client needs, and delivering tailored solutions to drive long-term growth. They facilitate deeper connections with clients, leading to increased loyalty, repeat business, and referrals.

Account Management 52

Account Management Management Prioritization Client Relationships 52

Whetstone

JUNE 12, 2023

The +1 account was their own company and they were expected to apply the same level of analysis and rigour to their employer as they were to their client accounts. Clear Communication: Establish open and transparent communication channels with internal stakeholders.

Stakeholders 52

Stakeholders Account Management Decision-making Finance 52

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

Insightly

JANUARY 30, 2024

This seamless connection allows for the effortless assignment of tasks to team members, enables tracking of project milestones and progress, and facilitates linking vital project-related information back to relevant CRM records in Insightly. This integration automatically records and tracks all email correspondence within Insightly CRM.

CRM 52

CRM e-Learning Facilitation Decision-making 52

Arpedio

JANUARY 4, 2024

Sales representatives can leverage this information to tailor their approach, adjust their communication methods, and ultimately, close more deals effectively. Visualize your account landscape to identify existing and potential high-value clients.

B2B 52

B2B Sales Decision-making CRM 52

Mercuri International

MARCH 28, 2023

Communication: HR can facilitate clear and open communication between the employer and employees. By communicating openly, HR can help address any concerns employees may have and build a more trusting relationship. This can include regular meetings, feedback sessions, and town halls.

Remote Working 52

Remote Working Client Relationships Facilitation Communication 52

DemandFarm

JULY 26, 2023

AI tools can efficiently drive customer profiling and facilitate a deeper understanding of prospects. Supporting and maintaining your company’s most prestigious and valuable relationships can be challenging and requires dedicated account managers as well as clear communication and collaboration with your customers.

Key Account Management 40

Key Account Management Account Management Digitalization Management 40

PandaDoc

MAY 28, 2024

Let’s delve into the pivotal role consultative selling plays in fostering meaningful client relationships and driving long-term business success. Greater customer loyalty and retention: Reps communicate and interact with customers with authenticity. You want to facilitate a productive conversation by using the right environment.

Sales 52

Sales e-Learning Healthcare Software 52

Engage Selling

SEPTEMBER 29, 2017

When I facilitate a workshop with a group of sellers, we inevitably start talking about all the different ways that you can communicate with clients. There’s social media, email, Zoom, Skype, Abobe, etc. All of these virtual tools allow you to … Read More »

Facilitation 48

Facilitation Media Communication Client Relationships 48

Account Management Skills

JULY 12, 2021

This episode’s for you if you’re an account manager managing client relationships on a day to day basis. In this episode, I’m going to share with you three key steps to leading a client meeting. And then facilitate the discussion. ?. Welcome to Episode 39. It’s really fascinating.

Meetings 52

Meetings Facilitation Account Management Account Growth 52

Hubspot Sales

NOVEMBER 1, 2019

When the housing market is booming, you have new clients coming in left and right, and you’re landing sale after sale, the last thing you want to do is hunt through a messy spreadsheet to track your client information. This tool allows real estate teams with agents in different markets to stay in communication. Contactually.

CRM 117

CRM Communication Management Marketing 117

Red Star Kim

NOVEMBER 18, 2022

Most of the regular sponsors – Vuture, Mytton Williams, Thomson Reuters HighQ and Conscious – had stands in the refreshment area to facilitate conversation. Richard Chaplin presented each of the organisers with a small “Thank you” gift before everyone moved to the drinks reception.

Value Proposition 130

Value Proposition Procurement Innovation Leadership 130

SmartKarrot

JANUARY 28, 2022

Role: Customer Success Director Location: Remote, United States Organization: impact.com As a Customer Success Director, you will be delivering world-class support to the top clients. Maintain a balanced proactive/reactive relationship with your assigned accounts. Present new opportunities and solutions based on customer needs.

Customer Success 19

Customer Success Onboarding Value Proposition Facilitation 19

SmartKarrot

JULY 15, 2022

Develop collateral and conduct periodic business reviews with client executive teams. Provide executive oversight and client communication. Maintaining and managing Partner relationships and expectations. Be on the forefront of Partner communication.

Customer Success 19

Customer Success Client Relationships Software Software 19

Red Star Kim

APRIL 12, 2023

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. For example: Any thoughts on some useful language/techniques to motivate BD-shy fee-earners to commit more time/energy to BD exercises?

Media 130

Media Marketing B2C Stakeholders 130

Engage Selling

APRIL 11, 2019

Ultimately, your clients are looking for solutions to their obstacles or problems. The perfect solution presentation follows a series of steps to help facilitate this. You never want to present solutions to a client without being strategic! These five steps … Read More »

Facilitation 54

Facilitation Client Relationships Communication Management 54

SmartKarrot

FEBRUARY 17, 2022

Engage directly with Sales and Product teams to ensure clients are satisfied and that adoption metrics are being met. Manage the end-to-end software implementations with clients, post-sales. Work alongside Sales and Product to facilitate discovery calls with strategic partners and clients.

Customer Success 19

Customer Success Stakeholders Account Growth Client Relationships 19

SmartKarrot

DECEMBER 1, 2023

This not only fosters collaboration but also sets the foundation for a successful, long-term relationship. Not Designing for Engagement: Communication and Tracking as Pillars of Success Success in client onboarding hinges on effective communication and meticulous tracking.

Client Onboarding 10

Client Onboarding Onboarding Client Relationships Facilitation 10

SmartKarrot

OCTOBER 27, 2022

Work with Revenue Operations to build reports, dashboards, and scorecards to communicate the customer health, retention probability, and effectiveness of high-touch customer success programs. Maintain status as a product Subject Matter Expert and to facilitate a pathway to any needed resource. testimonials, case studies).

Customer Success 19

Customer Success Brainstorming Client Relationships Facilitation 19

Showpad

OCTOBER 31, 2019

However, all the legwork that must be completed to facilitate that productivity and effectiveness is a challenge that Sales organizations struggle with. . Every minute spent trawling the inbox for one piece of collateral or a prospect pool of a thousand names deep is valuable time spent not selling or furthering a client relationship.

Sales 53

Sales Client Relationships Procurement Decision-making 53

Insightly

SEPTEMBER 27, 2023

This concept has gained substantial relevance in recent years as companies recognize that nurturing and maintaining strong client relationships is paramount for sustainable growth. A well-executed customer relationship management (CRM) system can offer advantages.

CRM 52

CRM Onboarding Brainstorming Software 52

Insightly

SEPTEMBER 27, 2023

This concept has gained substantial relevance in recent years as companies recognize that nurturing and maintaining strong client relationships is paramount for sustainable growth. A well-executed customer relationship management (CRM) system can offer advantages.

CRM 52

CRM Onboarding Brainstorming Software 52

SmartKarrot

OCTOBER 25, 2023

When KAMs can confidently communicate and execute a response strategy during trying times, it resonates with clients, showcasing the organization’s commitment to their well-being and the sanctity of the partnership. Your crisis playbook is akin to a seasoned co-pilot, providing guidance during turbulent times.

Key Account Management 10

Key Account Management Account Management Management Construction 10

SmartKarrot

OCTOBER 13, 2022

Act as a client advocate to drive activities that leverage member engagement to achieve client goals. Partner with client and operations with developing volume and target goals within specified timeframes. Monitor any service level agreement items and communicates to operations or client regularly.

Customer Success 19

Customer Success Client Relationships Facilitation Account Strategy 19

Zendesk

NOVEMBER 2, 2022

Clear communication builds positive relationships between buyers and sellers and helps determine prices and outcomes. Whether you’re in B2C or B2B sales, any rep worth their salt needs to cultivate certain negotiation and communication skills. Improved client relationships. Why is negotiation important in sales?

Negotiation 52

Negotiation Sales Decision-making Emotional Intelligence 52

Arpedio

MARCH 5, 2024

Definition of Account Management Solutions Account management solutions refer to tools, software, and strategies designed to facilitate the management of client accounts, relationships, and interactions. Furthermore, effective account management is crucial for driving growth and profitability.

Account Management 52

Account Management Management Client Relationships Facilitation 52

SmartKarrot

MAY 18, 2022

Become an expert on PX platform, to optimize lead campaigns, and transfer this knowledge to the clients. Build and maintain client relationships at all levels through frequent meetings, trade shows, and continuous communication. Develop and maintain long-term relationships with stakeholders in your account portfolio.

Customer Success 19

Customer Success Customer Life Cycle Account Planning Client Relationships 19

SmartKarrot

NOVEMBER 30, 2023

Pragya stressed the importance of maintaining communication with stakeholders, ensuring that both the decision-makers and end-users understand the product’s purpose and value. Identifying Key Risks Pragya’s approach to risk management begins with understanding why a client has chosen the product and what they expect from it.

Management 10

Management Stakeholders Value Proposition Onboarding 10

Engage Selling

JULY 7, 2016

Over the last 16 years I have facilitated thousands of sales workshops. When was the last time you examined your manager’s behaviour and how it affects sales performance? The vast majority have been effective with a high ROI and a few … Read More »

Sales Training 48

Sales Training Facilitation Sales Management 48

SmartKarrot

JANUARY 16, 2024

Impact on business strategy: Real-time feedback facilitates agile decision-making, ensuring alignment with customer expectations. Impact on business strategy: Streamlined processes directly translate into improved customer satisfaction and prolonged client relationships. The revelation?

Customer Success 8

Customer Success Artificial Intelligence Decision-making Prioritization 8

SmartKarrot

JANUARY 16, 2024

Impact on business strategy: Real-time feedback facilitates agile decision-making, ensuring alignment with customer expectations. Impact on business strategy: Streamlined processes directly translate into improved customer satisfaction and prolonged client relationships. The revelation?

Customer Success 8

Customer Success Artificial Intelligence Decision-making Prioritization 8

SmartKarrot

SEPTEMBER 6, 2021

Facilitate workshops to help the users understand the product and the advantages. Apply here: [link] Role: Customer Success Manager Location: City of London, England, United Kingdom Organization: Skillcast As a Customer Success Manager, you will be responsible for a portfolio of clients.

Customer Success 19

Customer Success e-Learning Client Relationships Facilitation 19