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. 25% webinars and online networking/socials.

Management 130

Management Key Account Management Digitalization Communication 130

Red Star Kim

MARCH 16, 2023

If the data isn’t being captured correctly (e.g. source reporting) then it is hard to measure the referrals. This will also have an impact on SMART objectives Referrer management Need for vision to underpin culture change Identify key referrers by current/future value Set SMART objectives (e.g.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

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

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

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

Showpad

MAY 7, 2021

Integration with other solutions, like CRM, calendar scheduling and social media. 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. Streamlined content management solutions.

Sales 59

Sales Digitalization Onboarding Remote Working 59

SBI

APRIL 29, 2019

With large enterprise clients top of mind, Revegy used the UI design to streamline workflows, eliminate clicks and strategically leverage color to simplify work for distributed teams that manage complex client relationships and goals. Anne Kimsey, Vice President of Product for Revegy. There is a section that states.

Account Planning 31

Account Planning Client Relationships Software Software 31

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. Present new opportunities and solutions based on customer needs.

Customer Success 19

Customer Success Onboarding Value Proposition Facilitation 19

SBI

OCTOBER 28, 2019

Using Contacts+ data, users can identify colleagues with more established relationships and request valuable introductions to targeted key stakeholders. Contacts+ is a unique intelligence feature that allows users to assess their client relationships and make faster, more strategic connections,” explains Anne Kimsey, VP of Product Management.

Account Planning 20

Account Planning Decision-making Acquisition Client Relationships 20

Zendesk

NOVEMBER 2, 2022

Consider webinars and online role-playing for remote workers or reps out in the field. Improved client relationships. Clients who’ve had a positive experience in the sales process are more likely to make future purchases and provide referrals. During the sales process, they cultivate buyer trust. Stronger deals.

Negotiation 52

Negotiation Sales Decision-making Emotional Intelligence 52

PandaDoc

APRIL 24, 2023

For example, tasking a new sales agent with sending a customer quote together with a CRM alert. Use tools such as your CRM or other sales enablement software to create a centralized content location for all your up-to-date training and coaching documents. From there, opt-ins can be passed to sales for successful conversions.

Sales 52

Sales e-Learning Onboarding Software 52

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

MAY 25, 2022

Measuring and communicating the value provided to clients via business reviews. Managing action plans designed to enhance client relationship. Leading the internal strategic client management review process. Identifying and pursuing new business opportunities with key clients.

Customer Success 3

Customer Success Logistics Onboarding Advertising 3

Account Management Skills

DECEMBER 19, 2022

The second thing and a second tip, I would say from a referrals basis is going through whatever you use, the agency uses as a CRM. So for clients, it might be active clients, lapse clients, dormant clients, revisit those lists and re-engage those people. So that’s one thing I would say from your own network.

Marketing 52

Marketing Account Management Management Onboarding 52