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

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

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. the ROI of CRM).

CRM 52

CRM Co-Creation Onboarding Decision-making 52

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. Use gathered information to communicate why you want to help the customer.

Sales 52

Sales e-Learning Healthcare Software 52

Account Manager Tips

SEPTEMBER 29, 2020

What it does While Salesmate is primarily a sales CRM it has some excellent automation for greater productivity, including a feature that's essential for key account managers: authentic email communication at scale. You can customise your client outreach by creating sequences of email and activities that put engagement on auto pilot.

Key Account Management 130

Key Account Management Account Management Management Meetings 130

Showpad

MAY 7, 2021

Some of the essential features that any virtual sales platform should offer include: Simplified communication and collaboration tools. With this intel, your reps can foster more engaging, informative and meaningful conversations in a virtual sales meeting , ultimately driving revenue or nurturing long-term client relationships.

Sales 59

Sales Digitalization Onboarding Remote Working 59

Revegy

FEBRUARY 4, 2020

By changing the dynamics between customer and provider, companies that earn trusted advisor status see significantly more wins, close deals faster, and are less likely to get blindsided by a client’s internal turmoil. Their job is to improve the performance of their company and execute the strategies they have in place. This is the first win.

Finance 64

Finance Investors Financial Services Account Management 64

SmartKarrot

APRIL 17, 2023

Apply here: [link] Role: Customer Success Manager Location: Munich, Bavaria, Germany (On-site) Organization: Building Radar As a Customer Success Manager, you’ll be onboarding new clients involves organising and carrying out kick-off events with them as well as helping with the implementation of the sales process.

Customer Success 19

Customer Success Onboarding Client Relationships Software 19

Account Management Skills

DECEMBER 5, 2022

So you decide to share this fact with the senior management team proactively, and you offer to watch the webinar, and then provide a summary to them afterwards and then identify the relevance of to some of your clients. So you read, for example, Marketing Week, on a regular basis. So why is that important? So check that one out.

Management 52

Management Account Management e-Learning Client Relationships 52

SmartKarrot

APRIL 15, 2022

Plan, schedule and oversee key client communication points. Understand the clients’ needs and business objectives and ensure Sopro delivers against them. Onboard new clients (post-sales) deliver best practice client training and ensure strong levels of client satisfaction. Apply here: [link].

Customer Success 19

Customer Success Onboarding Negotiation Leadership 19

SmartKarrot

JANUARY 28, 2022

Own the health of your client relationships in all respects: product utilization, campaign success, contract renewal, and beyond. Establish and maintain a solid relationship with the users through one-shot campaigns, seasonal initiatives, and daily communications.

Customer Success 19

Customer Success Onboarding Value Proposition Facilitation 19

Red Star Kim

FEBRUARY 6, 2023

Client Relationship Management (CRM) systems are the foundation upon which the success of professional services firms’ marketing relies. (Although HubSpot has suggested the figure is closer to 22% with data from 2013-14 Database Decay Simulation (hubspot.com) ). Data is the lifeblood of both traditional and digital marketing.

Marketing 26

Marketing Artificial Intelligence CRM Digitalization 26

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. Consider webinars and online role-playing for remote workers or reps out in the field.

Negotiation 52

Negotiation Sales Decision-making Emotional Intelligence 52

PandaDoc

APRIL 24, 2023

These will offer different functionalities, with choices including communications, content management, prospecting and sales management tools, CRM (customer relationship management) systems, and coaching tools, to name just a few. Analyzing content performance shows you where and how a piece of sales collateral is being utilized.

Sales 52

Sales e-Learning Onboarding Software 52

SmartKarrot

MARCH 19, 2021

Build trusting relationships with client leadership. Manage client relationships ensuring expectations and deliverables are documented and met, key stakeholders are informed, and client satisfaction is achieved. You will be accountable for customer satisfaction and retention of book of business.

Customer Success 10

Customer Success Advertising Stakeholders Client Relationships 10

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

SmartKarrot

DECEMBER 2, 2020

Optimize cross-functional team communication to impact onboarding, engagement, renewal, and upsell outcomes. Your role is a sales and client relationship role, not a technical support role. Prepare and facilitate tailored business review meetings, training, webinars, demos, and other strategic and supportive interactions.

Customer Success 10

Customer Success Onboarding Account Management Innovation 10

SmartKarrot

APRIL 13, 2023

In today’s economic environment, effective account management is essential for building and maintaining strong client relationships and achieving growth. From podcasts and webinars to blogs and social media posts, these influencers are using a range of channels to help other account managers learn, grow, and succeed.

Account Management 11

Account Management Key Account Management Management B2B 11

Account Management Skills

MARCH 29, 2021

Why he suggests agencies asked their clients to take personality profile tests, why account management don’t receive guidance from agency owners, and so many more topics. David has lots of high quality useful resources on his site including recordings of past webinars, his books and also you can sign up for his live events.

Account Management 40

Account Management Management Client Relationships Decision-making 40

Account Management Skills

JULY 6, 2021

If you didn’t catch the first part, I would urge you to go back to Episode 37 and make sure that you listen to that one, because we covered the three themes of their interviews with hundreds of clients over the last year: – Is your agency fit for purpose? – Are you communicating in the best way? Simon 10:24.

Advertising 40

Advertising Leadership Client Relationships Decision-making 40

SmartKarrot

MAY 25, 2022

Role: Director of Client Success Location: Lakeland, FL, US (On-site) Organization: Saddle Creek Logistics Services As a Director of Client Success, you will be gaining an understanding of the value drivers for key clients. Measuring and communicating the value provided to clients via business reviews.

Customer Success 3

Customer Success Logistics Onboarding Advertising 3

SmartKarrot

JANUARY 18, 2022

Role: Director of Client Success Location: San Diego, CA, US (On-site) Organization: Dassault Systèmes As a Director of Client Success, you will drive Customer satisfaction & advocacy prioritize, escalate and manage customer critical issues. Establish and maintain proactive communication with key customers and stakeholders.

Customer Success 3

Customer Success Facilitation Onboarding Stakeholders 3

Account Management Skills

DECEMBER 19, 2022

This then makes communicating it through a marketing plan really hard, and then consistency is probably the second one. Does it communicate to them who we are and what we do. The other one is probably that agencies were really focused on relationships. First one is definitely going to be messaging. So having something.

Marketing 52

Marketing Account Management Management Onboarding 52

Account Management Skills

AUGUST 7, 2023

We also ran an AI for Account Managers webinar recently together with Roy Murphy and the recording has been asked for several times. So keep those conversations human to human or encrypted via email or all the other tools that you use to communicate with your clients or good old fashioned face to face meetings with somebody taking notes.

Energy and Utilities 52

Energy and Utilities Negotiation Account Management Marketing 52