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

Red Star Kim

DECEMBER 5, 2023

Four themes in the art of selling – Integrating marketing and sales (kimtasso.com) A creative exercise on engagement generated some interesting metaphors – for example, a brick wall suggesting a lack of communication, a carrot considering motivation and a Leonardo di Caprio shrug suggesting indifference.

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

Arpedio

FEBRUARY 14, 2024

Understanding the nuances between account management and sales can help businesses optimize their strategies and ensure long-term client relationships. They are responsible for prospecting, qualifying leads, and presenting the company’s products or services to potential clients.

Account Management 52

Account Management Management Sales Client Relationships 52

Hubspot Sales

JUNE 29, 2023

The Pros of Working in Insurance Sales Tony Caldwell , author, speaker, and mentor in the industry, says, “Working in insurance offers tremendous opportunities to build a profitable, challenging, and satisfying professional career.” Here's why. Limitless Earning Potential Many insurance sales agents get commission-based income.

Insurance 101

Insurance Sales Interpersonal Skills Decision-making 101

Hubspot Sales

APRIL 25, 2023

Finally, Claire pitches the optimal solution to her client, typically via a slide deck presentation. Claire’s approach shows that a consultant’s core skills include analytical and problem-solving abilities, research and data gathering, communication and presentation skills, and interpersonal skills to relate with clients.

Healthcare 92

Healthcare Insurance Shareholders Interpersonal Skills 92

DemandFarm

APRIL 26, 2023

A Key Account Manager is responsible for managing a company’s most important clients or accounts. Their primary goal is to ensure that their clients are profitable and satisfied enough to remain loyal to the company. Building strong relationships and improving customer loyalty are important for long-term success.

Key Account Management 52

Key Account Management Account Management Interpersonal Skills Management 52