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. The OnePlace legal client relationship management system was acquired by InTapp in 2019. Used for building lists with over 300 search criteria.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Upland

JANUARY 29, 2024

This key component of account planning involves analyzing current client relationships to uncover areas where additional products or services could be beneficial. Your sales teams can expand your offerings within known accounts, leveraging established trust and empathy with clients.

Account Planning 195

Account Planning Sales Decision-making Shareholders 195

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. Innovation. Most innovative products/services : This objective is for organizations that pride themselves on constant and cutting-edge innovation.

Innovation 98

Innovation e-Learning Healthcare Government 98