Insightly

SEPTEMBER 27, 2023

“I’m already paying enough for my CRM. It’s a fair question that many midsize companies ask when implementing their first or a new Customer Relationship Management system ( CRM ). So, is a CRM success plan actually worth the cost? Hiring a CRM consultant is another common solution.

CRM 52

CRM Onboarding Brainstorming Software 52

Insightly

SEPTEMBER 27, 2023

“I’m already paying enough for my CRM. It’s a fair question that many midsize companies ask when implementing their first or a new Customer Relationship Management system ( CRM ). So, is a CRM success plan actually worth the cost? Hiring a CRM consultant is another common solution.

CRM 52

CRM Onboarding Brainstorming Software 52

Apptivo

JUNE 8, 2021

Because of the increased usability of smartphones, a new concept has emerged for sales and marketing called Mobile CRM. Many businesses have found this feature to be beneficial in maintaining client relationships and providing a better sales and operations experience. What is Mobile CRM? to their mobile device.

CRM 72

CRM Internet Client Relationships Management 72

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

Insightly

NOVEMBER 1, 2022

CRM Models: How They Can Boost Customer Profitability. You’ve heard of CRM software, but are you familiar with CRM models? What Is CRM? The term customer relationship management (CRM) refers to a combination of methodology and technology that establishes how companies handle customer data.

Profitability 52

Profitability CRM Value Proposition Customer Experience 52

Arpedio

APRIL 30, 2024

The Components of Account Growth Strategy An effective account growth strategy comprises several essential components designed to help you optimize client relationships and drive sustainable growth. Book demo The Power of Regular Communication Regular communication acts as the foundation for building strong client relationships.

Account Growth 52

Account Growth Client Relationships Business Growth CRM 52

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. no-data-entry CRM; relationship intelligence (ERM); revenue operations system; automatic capture of emails, meetings and referrals).

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

DemandFarm

MAY 9, 2024

It’s an excellent choice for large enterprises that manage numerous complex relationships across different departments and geographies. For example, when changes occur within a client’s organization, these are reflected in real-time in the org chart, providing account managers with up-to-date insights.

Key Account Management 52

Key Account Management Account Management CRM Client Relationships 52

Red Star Kim

NOVEMBER 2, 2023

Over the past five years, the firm has trained over 500 partners, resulting in stronger client relationships and helping increase firm revenue. Every Sunday night, he writes three categories on a blank sheet of paper: client interactions, deal-specific action items and ways to engage prospects and clients.

Client Relationships 130

Client Relationships CRM Financial Services Decision-making 130

Nutshell

APRIL 10, 2020

Customer relationship management (CRM) software makes it easier to handle your sales processes from beginning to end. While true for any business, small sales teams can reap the optimal benefits from the resources available in CRM software. The statistics demonstrating the benefits of CRM tool integration are undeniable.

CRM 71

CRM Profitability Sales Prioritization 71

Nutshell

APRIL 10, 2020

Customer relationship management (CRM) software makes it easier to handle your sales processes from beginning to end. While true for any business, small sales teams can reap the optimal benefits from the resources available in CRM software. The statistics demonstrating the benefits of CRM tool integration are undeniable.

CRM 71

CRM Profitability Sales Prioritization 71

Arpedio

MARCH 6, 2024

In today’s competitive business landscape, effective account management plays a pivotal role in fostering long-term client relationships and driving sustainable growth. It encompasses various tasks such as understanding client objectives, coordinating internal resources, and providing personalized support and solutions.

Account Management 52

Account Management Management Client Relationships Communication 52

Nutshell

MARCH 28, 2024

A refresher definition 5 best practices for managing a sales pipeline for a startup3 types of client onboarding Prioritize your good leads, drop your bad leads Analyze your pipeline regularly Update your processes regularly Standardize your sales pipeline Automate sales pipeline tasks with a CRM What is a sales pipeline?

Management 71

Management Prioritization CRM Sales 71

Red Star Kim

FEBRUARY 8, 2024

Connected leadership – How professional relationships (kimtasso.com) Competitors – Analyse who your major competitors are advising and adapt their targeting methods (I’m a little uncomfortable with the current trend to use LinkedIn to review your competitors’ contacts and target them yourself!)

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Arpedio

OCTOBER 17, 2023

Account management plays a central role in building lasting client relationships and ensuring customer satisfaction. They offer a comprehensive suite of features designed to streamline account-related tasks, including maintaining a client database, automating repetitive processes, and enhancing communication.

Account Management 52

Account Management Software Software Management 52

Arpedio

MARCH 5, 2024

It’s the backbone that sustains client relationships, fosters loyalty, and ultimately drives growth. By embracing innovation, leveraging technology, and prioritizing client-centric approaches, businesses can position themselves for sustained success in the dynamic world of account management.

Account Management 52

Account Management Management Client Relationships Prioritization 52

Arpedio

JANUARY 3, 2024

Account managers act as the primary point of contact for clients, managing their expectations, providing support, and ensuring delivery of products or services as per agreements. The goal of account management is to maintain and strengthen client relationships through regular communication and problem-solving.

Account Management 52

Account Management Management Client Relationships Prioritization 52

Arpedio

JANUARY 5, 2024

Personalization : Tailoring your approach to fit the unique needs and preferences of each client enhances the relationship. Feedback and Adaptation : Actively seeking feedback and being willing to adapt your approach can significantly improve client relationships.

Management 52

Management Emotional Intelligence Client Relationships Sales 52

Red Star Kim

APRIL 17, 2023

Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information. Social media was used by all firms but to varying degrees – there was less activity in sharing joint content and endorsements/recommendations than other methods.

Management 130

Management Manufacturing Client Relationships Facilitation 130

Red Star Kim

SEPTEMBER 29, 2023

One delegate question was “ What tips to engage fee earners with investing time and data into the CRM systems?”. How happy are you with your CRM (and integrated mailing, analytics and relationship management capabilities)?

Marketing 130

Marketing Stakeholders Digitalization Communication 130

ACT

DECEMBER 19, 2023

In an era where precision and reliability define success, accurate project quotes emerge as a linchpin for establishing robust client relationships and navigating projects with confidence. CRM and advanced quoting capabilities offered by Link2quotes+. Opportunities created in Link2quotes+ appear automatically in Act!

Client Relationships 52

Client Relationships Communication CRM Customer Experience 52

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. The global Customer Relationship Management market is projected to grow from $71.06

Management 40

Management Banking CRM Profitability 40

Account Manager Tips

MAY 14, 2021

Between the clients we like, and the clients who make the most noise (they're not always the same) - it can be easy to overlook some. Don't fall into the trap of thinking "no news is good news", so, , create a contact plan to help you engage more regularly with all your clients. How many where you in touch with and how often?

Key Account Management 218

Key Account Management Account Management Management Account Planning 218

Red Star Kim

OCTOBER 16, 2023

Most commented on the data challenges of referrer management – although accountants using PracticePortal were happy with their CRM. Sharing some CRM horror stories felt like much-needed therapy. Some commented that their client and referrer data lived in teams’ closely-guarded team spreadsheets. amongst us. Sharing is caring?

Management 130

Management Emotional Intelligence Onboarding Communication 130

Arpedio

JANUARY 4, 2024

The Strategic Importance of Account Mapping in B2B Sales Account mapping has become a lynchpin in B2B sales strategies, empowering organizations to gain an unprecedented view of their clients’ hierarchies and influence networks. Visualize your account landscape to identify existing and potential high-value clients.

B2B 52

B2B Sales Decision-making CRM 52

Nutshell

MAY 11, 2023

One of your best options for managing your client relationships is customer relationship management software, called a CRM. CRMs specialize in shaping the customer experience , not just organizing client contact details and property specs. A full-featured CRM for real estate is essential.

CRM 134

CRM Client Relationships Communication Software 134

Arpedio

MARCH 6, 2024

Understanding Account Management In the realm of business, account management stands as a cornerstone function responsible for nurturing and overseeing client relationships. Its primary objective is to cultivate mutually beneficial partnerships with clients or customers, ensuring their needs are met while driving business growth.

Account Management 52

Account Management Management Prioritization Client Relationships 52

Hubspot Sales

NOVEMBER 1, 2019

If you’re ready to take your business to the next level, allow us to introduce you to a life-changing tool: the CRM. CRM (Client Relationship Manager) serves as an online database to help you manage your contacts and save precious time on manual data entry. HubSpot CRM. Zillow Premier Agent CRM. Wise Agent.

CRM 115

CRM Communication Management Marketing 115

Sales Gravy

DECEMBER 26, 2013

A truly successful CRM extends beyond sales to all groups within a corporation. The key success factor is the alignment of the sales process with other processes impacting the client relationship. Sales Culture and Technology - How is your sales

CRM 40

CRM Client Relationships Sales 40

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. 20% Very good. 60% Average. 0% Inadequate.

Management 130

Management Key Account Management Digitalization Communication 130

Arpedio

OCTOBER 17, 2023

These teams not only safeguard and nurture vital client relationships but also drive revenue and stability. Training should focus on communication, negotiation, and conflict resolution skills, as these are vital for managing client relationships effectively. Define their responsibilities and metrics for success.

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

Hubspot Sales

SEPTEMBER 16, 2020

This means consistently nurturing our open deals, staying on top of existing client relationships for cross-selling and up-selling opportunities, as well as having a good grip on which accounts we own that could turn into an opportunity. With all of this, organization is key. Not exactly.

Account Management 128

Account Management Sales Account Planning CRM 128

PandaDoc

MAY 28, 2024

Tools like CRM and document workflow management software are key to a seamless transition to consulting sales. Let’s delve into the pivotal role consultative selling plays in fostering meaningful client relationships and driving long-term business success. For example, you sell customer relationship management (CRM) software.

Sales 52

Sales e-Learning Healthcare Software 52

Red Star Kim

FEBRUARY 6, 2023

Client Relationship Management (CRM) systems are the foundation upon which the success of professional services firms’ marketing relies. Those with roles in CRM, digital marketing, analytics and data stewardship will live and breathe the challenge of data quality and data compliance (GDPR). Hooray to that!

Marketing 26

Marketing Artificial Intelligence CRM Digitalization 26

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. Enhanced Client Experience Sales Managers: Leveraging digital tools for a better client experience. Here are some essential tools to consider: 1.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

Arpedio

DECEMBER 19, 2023

Customer relationship management (CRM) systems, data analytics tools, and communication platforms play a vital role in streamlining collaboration between these two functions.

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

Customer relationship management (CRM) systems, data analytics tools, and communication platforms play a vital role in streamlining collaboration between these two functions.

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52