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Referrer Management – Capacity and Capability

Red Star Kim

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. A starting point was onboarding where data, preferences, potential and priority assessment took place.

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

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. 800,000 global company profiles and 15,000 reports.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Tools include: Analysis of past clients – Often taking the major clients (on the Pareto 80:20 rule) and looking at data over the past three years or so: source, need/issue, onboarding process, satisfaction and potential fee/profit opportunity. Client relationship management (CRM) – how many close social (kimtasso.com).

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How to Implement a Sales Enablement Strategy

Showpad

Whether that means focusing a little bit more on onboarding (if ramp time is a problem) or on inspiring collaboration between sales and marketing teams. To avoid this, you must clearly and frequently communicate with sales teams and other stakeholders, like those in marketing or executive leadership.

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The Wild West, Cher and Covid – Reflections from a Referrer Management workshop (June 2022)

Red Star Kim

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.

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June 02 – Customer Success Jobs

SmartKarrot

With a keen analytical eye, examine all client deliverables (such as reporting, analysis, and content) to make sure they are provided on schedule and error-free. Work together with the business development team to find chances for improving client relationships. Encourage clients to build and test their use case.

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Aug 24 – Customer Success Jobs

SmartKarrot

Manage, build, and retain a focused Customer Success team that creates long-term customer relationships. Share all CSM operational results with executive leadership pinpointing strengths and weaknesses and a plan to grow. Develop the metrics, analytics, and reports to measure, manage and develop the Customer Success Team.