Red Star Kim

DECEMBER 5, 2023

For events , one delegate asked about LinkedIn Events | LinkedIn Marketing Solutions and whether others experienced problems with bots and a lack of control over who registers. Others asked about platforms for event invitations. Finding ways to meet with people in real time (such as at social events) can help.

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

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

Hubspot Sales

JUNE 29, 2023

Fortunately, tech tools can simplify the process so you have more time to build client relationships, instead of punching in data,” adds Caldwell. You can do this by joining social media groups like the Insurance Professionals on LinkedIn or by attending networking events.

Insurance 101

Insurance Sales Interpersonal Skills Decision-making 101

DemandFarm

APRIL 26, 2023

Qualities required to be a good Key Account Manager A Key Account Manager plays a crucial role in maintaining a positive and productive relationship between their organization and its most important clients. Understanding the impact of national and world events and how they relate to clients can help identify opportunities and risks.

Key Account Management 52

Key Account Management Account Management Interpersonal Skills Management 52