DemandFarm

JULY 26, 2023

Quality over Quantity: How Focusing on a Select Few Accounts Can Drive Greater Success in Digital Key Account Management As digital Key Account Management grows in relevance, many organizations find themselves confounded by the question of whether obtaining new customers is more important than retaining existing key clients.

Key Account Management 40

Key Account Management Account Management Digitalization Management 40

Account Management Skills

JANUARY 25, 2022

Don’t forget to go back to Episode 9 , where Jessica and Iris talked about how to approach and develop relationships with procurement. And if you want to expand your current client relationships and you’re working in agency client service, my Account Accelerator programme is designed specifically for you.

Procurement 52

Procurement Suppliers Stakeholders Decision-making 52

SmartKarrot

MAY 26, 2021

As a Director of Customer Success, you will hire, coach, and develop the CSM team focused on working with federal government agencies. Create a structure to align use cases with customer workflows and configure them to the client’s specific business goals. Meet team revenue targets for renewals and growth.

Customer Success 10

Customer Success Digital Transformation Government Client Relationships 10

PandaDoc

APRIL 24, 2023

This support helps the entire team to meet sales targets. These types of blog posts educate prospects about what else is on the market, while indirectly encouraging them to think that your company will meet their needs the best. These moving parts include demos, meetings by decision makers, free trial offers, and more.

Sales 52

Sales e-Learning Onboarding Software 52

Nutshell

MAY 21, 2024

LogicGate: LogicGate is an excellent way to level up your data governance, risk, and compliance efforts through a centralized data risk platform with several risk management applications. It’s also a great way to maintain transparency and instill trust with your business’s stakeholders and the governing regulatory bodies.

Financial Services 71

Financial Services Software Software Cybersecurity 71

Hubspot Sales

NOVEMBER 26, 2019

Unless you have in-house resources that have expertise in implementing technology systems (and by expertise, I mean more than one project), it is a risk to your overall client relationship to lead the creation or implementation of a solution and can also hurt your chances of retaining the client or earning their referral.

Co-Creation 82

Co-Creation Government Decision-making Meetings 82

Account Management Skills

AUGUST 7, 2023

and Fireflies.AI, which capture a transcript from a meeting that you have where you are talking to the client and the client’s talking to you. I think they don’t own their position strongly enough in general in the client relationship with respect to what they generate.

Energy and Utilities 52

Energy and Utilities Negotiation Account Management Marketing 52

Deep Insight

NOVEMBER 29, 2021

There’s a lot of talk at law firms about client relationships. But for many clients these can still seem hollow words based on one-way relationships. Robert Millard and John O’Connor explore how firms that are trying to embrace true client centricity are setting themselves apart. But what keeps clients loyal?

Client Relationships 52

Client Relationships Leadership Decision-making Procurement 52

Red Star Kim

MARCH 16, 2023

88% Banks, financial institutions and IFAs 76% Accountancy firms 59% Private equity/corporate finance 53% Law firms 35% Insolvency firms 29% Property firms 18% Charities and associations 18% Other (surveyors) 12% Regulators 12% Government and local authorities Which methods does your firm use for generating more work from external referrers?

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

ClearPoint Strategy

JULY 29, 2021

Or from an HR perspective, Goldman Sachs could set objectives based on retention and client relationships, and E*TRADE on technical skills and product development. If your organization is investing in order to grow, you may look to an objective like this to govern how much you are able to invest.

Innovation 98

Innovation e-Learning Healthcare Government 98

PandaDoc

APRIL 3, 2023

Improved client relationships While inside sales teams would typically use dedicated CRM software , outside salespeople still do plenty of customer relationship management without relying on technology. By building up that trust , your sales reps ensure they’ve got amazing client relationships.

Sales 52

Sales Decision-making Client Relationships Software 52

PandaDoc

NOVEMBER 16, 2023

Configurator This client-centric feature allows sales reps to configure products or services to meet your customers’ needs. Manual business processes replaced by sales automation frees your team up to do what they do best — nurturing client relationships. Placeholder for the client’s quote] “The transition was smooth.

CRM 52

CRM Software Software e-Learning 52

PandaDoc

MAY 24, 2023

Sales managers are primarily focused on meeting KPIs and OKRs, working on streamlining the funnel , raising conversions at every stage of the process, pointing the sales teams in the right direction, and gauging/boosting the individual sales performance of each team member.

Management 52

Management Sales Software Software 52

Account Management Skills

DECEMBER 28, 2021

And Marcus Cauchi is amazing at this from a sales front, where he talks about, Did today meet your expectations in terms of the meeting we’ve just had? And I hope I’m not butchering him here, but did today meet your expectations? How have we helped you to meet your needs? Eloise 47:57.

Communication 52

Communication Account Management Government Meetings 52

Account Management Skills

NOVEMBER 21, 2022

Given the current unstable economic climate, client retention for agencies is a real top priority right now. So then I got again, in a bit of a chance of fate was meeting the MD of Hallam. And we would just be meeting in a coffee shop. What was it about that first meeting with the MD that you thought, right? Beth 07:19.

Digitalization 104

Digitalization Account Management Marketing Leadership 104