Red Star Kim

DECEMBER 5, 2023

Proactive marketing and business development executives – CRM, internal engagement and career insights. What CRM/systems would people recommend? A variety of specialist (to professional services) and mainstream CRM systems were explored. CRM and Marketing Automation Software for SMBs | Act!

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

Red Star Kim

FEBRUARY 8, 2024

At the recent Business Development for Professionals – 2024 Virtual Conference – MBL Seminars I presented a session entitled “Supporting Fee-Earners in Sales Targeting”. I’ve summarised the key points here as a supplementary learning resource for the delegates.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Account Manager Tips

OCTOBER 11, 2021

15 Reasons Why You Might be a Bad Account Manager Bad key account managers fail to build business relationships and achieve results. Here are fifteen signs you might be a bad key account manager and how to turn yourself into a good one. Warwick Brown // Account Manager Tips.

Account Management 246

Account Management Key Account Management Management Suppliers 246

DemandFarm

MAY 9, 2024

Imagine you’re a key account manager at a multinational corporation. Your day-to-day involves navigating complex client organizations, each with its own layered hierarchy and network of decision-makers. For key account managers, org chart software is particularly valuable.

Key Account Management 52

Key Account Management Account Management CRM Client Relationships 52

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.

Management 130

Management Emotional Intelligence Onboarding Communication 130

SmartKarrot

OCTOBER 14, 2022

For this reason, you require a key account management process. . CEOs (Chief Executive Officer) and chief sales officers place a high priority on key account programs. Chief sales officers (CSOs) frequently increase the resources they devote to their biggest accounts to accelerate key account growth.

Key Account Management 10

Key Account Management Account Management Management Suppliers 10

SmartKarrot

OCTOBER 11, 2022

For this reason, you require a key account management process. . CEOs (Chief Executive Officer) and chief sales officers place a high priority on key account programs. Chief sales officers (CSOs) frequently increase the resources they devote to their biggest accounts to accelerate key account growth.

Key Account Management 10

Key Account Management Account Management Management Suppliers 10

Red Star Kim

MARCH 16, 2023

What will clients/referrers be interested in?). And incentive and reward systems drive attention on short term sales rather than long term relationships. To complicate matters, the structure of many firms means people operate in silos. Another cultural shift. Internal communication – Why, how and what (kimtasso.com).

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

Arpedio

OCTOBER 17, 2023

Account management plays a central role in building lasting client relationships and ensuring customer satisfaction. In today’s dynamic business environment, manual account management methods are often time-consuming, prone to errors, and outdated.

Account Management 52

Account Management Software Software Management 52

Red Star Kim

JUNE 16, 2022

The MBL workshop on Referrer and Intermediary Management earlier this week combined those in front-line fee-earning roles (e.g. employment and family solicitors) with those from marketing and business development in legal, tax, wealth management and property firms. Which CRM system do you use: 25% Hubspot, 25% OnePlace and 50% other.

Management 130

Management Key Account Management Digitalization Communication 130

Arpedio

JUNE 22, 2022

Relationship Mapping – The Key to Your Sales Success. Relationship Mapping, also known as Customer Relationship Mapping, Relationship Management, or Stakeholder Management is a way of mapping B2B relationships between large organizations. What is Relationship Mapping?

Stakeholders 52

Stakeholders Decision-making Sales B2B 52

Account Management Skills

AUGUST 24, 2021

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. 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.

Account Management 98

Account Management Management Account Planning Co-Creation 98

SmartKarrot

NOVEMBER 11, 2020

Serve as the technical point of contact for new Enterprise and Professional account setups. Serve as the technical point of contact for new Enterprise and Professional account setups. Lead the onboarding process by translating the client’s visual requirements to our production team and system, and handle client systems training.

Customer Success 10

Customer Success Onboarding Key Account Management Government 10