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

Hubspot Sales

APRIL 25, 2023

Principal/Director Directors strengthen and develop new client relationships. Partner/Shareholder Partners are individuals who have invested in a firm for many years. Their key roles include identifying new business opportunities, winning projects, managing client relationships, and providing leadership.

Healthcare 93

Healthcare Insurance Shareholders Interpersonal Skills 93

Insightly

NOVEMBER 1, 2022

Increase customer lifetime value (CLV): CRM models can help you increase CLV across every client relationship. The support stage entails: Leadership and culture: It’s important that you have strong leadership in place, with a well-defined and people-centric company culture that’s easy to reinforce. .

Profitability 52

Profitability CRM Value Proposition Customer Experience 52

SalesGlobe

AUGUST 25, 2022

And, you know, having the money sit idle isn’t helping the shareholders any, right, so they’re taking more risk right now to deploy their money. We’ve, it’s easy to say you take best practices, but then you have integrated leadership team and who’s just terming? And we had a blended leadership team.

Acquisition 52

Acquisition Sales Decision-making Leadership 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 21, 2022

Given the current unstable economic climate, client retention for agencies is a real top priority right now. So, one element of it is leadership of the account management and project management function. And then on the other side I’m sat on the leadership team of the agency. Beth 09:22. Jenny 11:52. Beth 37:51.

Digitalization 104

Digitalization Account Management Marketing Leadership 104