Red Star Kim

JUNE 20, 2022

She ran management development and leadership programmes at the BBC before founding a leading coaching consultancy. And considers difficulties with the organization’s goals in executive coaching (suggested solution is to arrange a three cornered meeting with the client’s boss. She then considers whether the client is coachable.

Client Relationships 130

Client Relationships Facilitation Brainstorming Meetings 130

Red Star Kim

NOVEMBER 2, 2023

She reads as much as possible, scanning the news in search of valuable updates that she can send to clients. She also creates thought leadership videos. He drafts messages to his connections in those organizations and proposes that they meet to discuss the implications.

Client Relationships 130

Client Relationships CRM Financial Services Decision-making 130

Red Star Kim

OCTOBER 16, 2023

Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management. Analyse the bright spots and collect best practice where engagement is high and relationships are productive.

Management 130

Management Emotional Intelligence Onboarding Communication 130

Account Management Skills

DECEMBER 7, 2023

Agency owners often tell me their account managers aren’t leading client meetings confidently. If not, it could be hurting your agency … How to get your account managers to ask better questions (and how it can increase client lifetime value) How to get account managers adding value to your agency from Day 1 (and reduce churn)

Account Management 52

Account Management Meetings Management Suppliers 52

Hubspot Sales

NOVEMBER 27, 2023

This pressure can be stifling and hinder their ability to build authentic client relationships. Successful women in sales have shown that empathy, active listening, relationship-building, and collaboration are not weaknesses but powerful tools that can lead to stronger client relationships and increased sales.

Sales 105

Sales Negotiation Leadership Client Relationships 105

Hubspot Sales

JANUARY 18, 2021

These companies are also discovering that placing women into sales leadership roles is good for business and critical for paving the way for them to ascent into the highest executive ranks. However, client engagement isn’t about golf, and women are just as successful, if not more, than in these scenarios. In addition to that, the U.S.

Sales 128

Sales Sales Leadership Leadership Client Relationships 128

Red Star Kim

APRIL 17, 2023

Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information. Exercises using referrer organisation briefing sheets (and scorecards) and an individual buyer profile were thought to be very useful.

Management 100

Management Manufacturing Client Relationships Facilitation 100

Red Star Kim

NOVEMBER 18, 2022

Several people had stayed in London overnight, having been to the PM Regional Committees meeting the day before. Meanwhile, elsewhere in the centre a team from Man Bites Dog and Baker McKenzie led a masterclass on thought leadership as the smart growth strategy. Some firms were represented by their entire M&BD teams.

Value Proposition 130

Value Proposition Procurement Innovation Leadership 130

Red Star Kim

FEBRUARY 8, 2024

On a simpler level, a red-amber-green (RAG analysis) will help fee-earners focus their time and attention on those contacts with the most potential Process focus – Related to pipeline analysis, Andy Lopata offers a helpful framework to analyse relationships based on various stages in building, nurturing and leveraging relationships.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Hubspot Sales

DECEMBER 8, 2022

As a result, the customer had researched other supply sources — and as we sat down for the meeting, he told us that he could buy the same product for half the price. But my salesperson and I hadn't thoroughly discussed the scenarios we might encounter and how to respond to them ahead of time — hence my reaction in the meeting.

Sales Management 96

Sales Management Management Decision-making Negotiation 96

Sales Gravy

JANUARY 9, 2025

Adapting After Loss: Balancing personal grief with professional responsibilities requires courage and discipline to maintain stability for those relying on your leadership. Importance of Succession Planning: Establishing a succession plan provides stability for employees and clients, ensuring continuity during transitions.

Client Relationships 52

Client Relationships Leadership Prioritization Decision-making 52

Jermaine Edwards

DECEMBER 6, 2023

We prepare for our meetings and calls with clients. Action you can take: In the conversation or meeting to avoid going into your head or missing an important point. In the context of your client relationships demonstrating honesty shows integrity, commitment and care for the other persons benefit when done with the right intent.

Emotional Intelligence 130

Emotional Intelligence Client Relationships Key Account Management Negotiation 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. It wasn’t an obvious move.

Account Planning 195

Account Planning Sales Decision-making Shareholders 195

Red Star Kim

APRIL 24, 2023

Yet there was an interesting article In March 2023 17 Top Reasons Lawyers Don’t Call Their Clients – The BTI Consulting Group “High-quality voice dialogue between clients and their relationship partners remains rare. This leaves a lot of room to develop client relationships”.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Cybersecurity 26

Insightly

DECEMBER 23, 2021

How do you manage ongoing customer/client relationships? This group should represent senior leadership, middle managers, and the front-end staff who will use your new CRM every day. Meet with a small group of stakeholders and parse your feedback data. Next, ask yourself which goals you’d like to accomplish.

CRM 90

CRM Software Software Facilitation 90

Hubspot Sales

APRIL 25, 2023

That meant we had to create a bunch of how-to guides and training manuals to help the client train their staff to be more efficient,” says Hisham. Technology Consulting and Implementations This involves developing and implementing new technology systems to meet a client's specific needs.

Healthcare 107

Healthcare Insurance Shareholders Interpersonal Skills 107

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

Arpedio

OCTOBER 17, 2023

These teams not only safeguard and nurture vital client relationships but also drive revenue and stability. Leadership and team management in account management Effective leadership and team management play a pivotal role in the success of an account management team. Define their responsibilities and metrics for success.

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

Showpad

JANUARY 12, 2020

These materials — whether Sales content, CRM data, or a case study — are the tangible assets that reps will lean on to educate top-of-the-funnel customers, engage buyers close to a decision, and nurture existing client relationships, among other core job duties. personas, buyer guides, white papers) to deploy in the Sales process. .

Software 69

Software Software Sales Onboarding 69

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

Account Management Skills

JANUARY 26, 2023

If you create the conditions for AMs to thrive and give them support to do a great job, they will grow your client relationships and agency business. If you are in the US and can come along to the March 2023 seminar in Atlanta, check out the details here.

Account Management 52

Account Management Management Account Growth Client Relationships 52

Chally

FEBRUARY 6, 2023

In this article, we’ll explore how sports strategies can be applied to close deals and build better client relationships. Before meeting a client or pitching a product, take the time to research your potential customer thoroughly. Use customer relationship management (CRM) tools to keep everyone aligned.

Value Proposition 52

Value Proposition Sales Construction Negotiation 52

DemandFarm

DECEMBER 27, 2024

Sales management today demands more than ever beforeits a delicate balance of leadership, technology, and insight. Lets explore the must-have skills, the transformative role of AI, and how sales management training is evolving to meet the needs of a complex future. What sets exceptional sales managers apart?

Sales Management 40

Sales Management Management Decision-making Negotiation 40

Arpedio

OCTOBER 20, 2023

A stakeholder matrix is a visual representation and organizational tool used to identify, categorize, and assess the significance of various stakeholders involved in a client’s organization or account. Risk Mitigation In account management, unaddressed concerns or conflicts with stakeholders can jeopardize client relationships.

Stakeholders 52

Stakeholders Account Management Client Relationships Decision-making 52

Farland Group

AUGUST 29, 2023

Given that many B2B brands are not effective at funding, building and sustaining programs that are customer-first, it is an area that is ripe for leadership. It must be supported by a longer term vision, funding and commitment to building and deepening relationships – from there revenue will flow. This sends a terrible message.

Client Relationships 40

Client Relationships Leadership Meetings B2B 40

Account Management Skills

MAY 20, 2024

The behaviours they often describe that need fixing include; not being responsive to client needs, not being organised enough, overlooking key project processes, appearing unconfident in client meetings etc.

Account Management 52

Account Management Account Growth Client Relationships Profitability 52

Flevy

JUNE 20, 2024

Primary Activities: Market Analysis and Business Development: Identifying market opportunities and developing strategies to attract potential clients. Client Acquisition and Sales: Engaging prospective clients and converting leads into consulting engagements.

Management 52

Management Digital Transformation Artificial Intelligence Innovation 52

Account Management Skills

DECEMBER 8, 2023

Why do account managers miss new account growth opportunities in client meetings? Checking in with the client on a regular basis throughout the year and asking “how are we doing? Often it’s because they haven’t asked the right questions.

Account Management 52

Account Management Management Account Growth Client Relationships 52

Account Management Skills

FEBRUARY 15, 2024

They can also manage client requests, address client needs and solve client issues perfectly well. But if you want client relationship longevity and account growth, delivering a good service on time and on budget, and giving the client a great experience, is only the beginning.

Account Management 52

Account Management Management Account Growth Client Relationships 52

Account Management Skills

AUGUST 2, 2021

My goal as always, for you is to come away with helpful tips, ideas, golden Nugget nuggets of wisdom, and reminders for how to keep and grow existing client relationships. I mean, I used to have this thing a blue Halo where I’d meet 50 new people each month. Let’s hear what Mark says about new business meetings.

Account Management 52

Account Management Client Relationships Management Meetings 52

Insightly

NOVEMBER 1, 2022

Increase customer lifetime value (CLV): CRM models can help you increase CLV across every client relationship. This is your opportunity to demonstrate to customers that you care about their needs and understand how to meet them. Streamlining processes ensures that no team member wastes time on tasks that don’t add value.

Profitability 52

Profitability CRM Value Proposition Customer Experience 52

Arpedio

NOVEMBER 6, 2023

This approach, which focuses on targeting high-value accounts strategically, has proven its effectiveness in securing valuable deals and nurturing long-lasting client relationships. This could include email for formal communication, social media for engagement, webinars for education, and content marketing for thought leadership.

Artificial Intelligence 52

Artificial Intelligence Decision-making Client Relationships Media 52

Account Management Skills

DECEMBER 5, 2022

And you obviously wouldn’t want to compromise your precious client relationship that you’ve built and nurtured over many, many years. You’ve invested in building a solid relationship, the client loves working with you, you’ve done some great work. So check that one out.

Management 52

Management Account Management e-Learning Client Relationships 52

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. Develop leadership abilities and potential of the team : Many organizations realize that they are good at hiring people but not developing them into good leaders.

Innovation 98

Innovation e-Learning Healthcare Government 98

Account Management Skills

NOVEMBER 7, 2022

For example, are they running events to attract clients? Are they putting out thought leadership pieces in the agency press that you could perhaps suggest your agency does. And that gives you a really good starting point for a matrix, which can be a tool for identifying where your client’s growth strategy lies.

Account Management 52

Account Management Management Suppliers Meetings 52

Zendesk

APRIL 14, 2022

CRM managers (or client relationship managers) create systems and strategies that enhance the relationship between a company and its customers. Contacting VIP clients and prospects. Scheduling and coordinating interdepartmental meetings and presentations. Previous experience in leadership and team-building.

CRM 52

CRM Management Software Software 52

DemandFarm

JULY 30, 2024

We will also provide thought leadership and MEDDPICC subject matter expertise to help sales leaders navigate the complexities of the sales process and uncover their true sales potential. Metrics Understanding and aligning with the client’s key performance indicators (KPIs) is crucial. What is MEDDPICC?

Decision-making 40

Decision-making Value Proposition Sales B2B 40