Red Star Kim

NOVEMBER 2, 2023

He then identifies clients and prospects in his network for which the rulings present an opportunity or a threat. He drafts messages to his connections in those organizations and proposes that they meet to discuss the implications. The firm has grown from $800 million to $1.8

Client Relationships 130

Client Relationships CRM Financial Services Decision-making 130

Arpedio

DECEMBER 15, 2023

Effective account managers are skilled at communication, problem-solving, and strategic planning, and they must be able to manage multiple clients and priorities simultaneously. The Importance of Account Management Effective account management is critical for the success of both clients and businesses.

Account Management 52

Account Management Management Client Relationships Negotiation 52

Arpedio

MARCH 6, 2024

Understanding Account Management In the realm of business, account management stands as a cornerstone function responsible for nurturing and overseeing client relationships. Its primary objective is to cultivate mutually beneficial partnerships with clients or customers, ensuring their needs are met while driving business growth.

Account Management 52

Account Management Management Prioritization Client Relationships 52

Arpedio

JANUARY 9, 2024

Whether it’s increasing revenue, improving customer loyalty, or expanding market share, setting and measuring against KPIs ensures that every action taken by the Account Management team contributes to the organization’s overall success. Utilizing CSAT scores allows you to gauge how well your team is meeting client expectations.

Account Management 52

Account Management Management Client Relationships Account Planning 52

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

Arpedio

JANUARY 5, 2024

By differentiating the nuanced approaches of each discipline, organizations can refine their strategies to ensure not just satisfaction, but success—an outcome that both secures brand loyalty and drives competitive advantage.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

Arpedio

FEBRUARY 14, 2024

While these terms are sometimes used interchangeably, they actually have distinct differences and play unique roles within an organization. Understanding the nuances between account management and sales can help businesses optimize their strategies and ensure long-term client relationships.

Account Management 52

Account Management Management Sales Client Relationships 52

Arpedio

JANUARY 5, 2024

Feedback and Adaptation : Actively seeking feedback and being willing to adapt your approach can significantly improve client relationships. Long-Term Focus : Focusing on long-term gains rather than short-term wins fosters a more sustainable and rewarding relationship.

Management 52

Management Emotional Intelligence Client Relationships Sales 52

Arpedio

OCTOBER 17, 2023

These teams not only safeguard and nurture vital client relationships but also drive revenue and stability. Team building activities: Organize team-building activities and events to strengthen bonds and enhance collaboration. This can be in the form of bonuses, promotions, or public recognition within the organization.

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

Account Manager Tips

DECEMBER 28, 2021

Read emails, meeting notes, business reviews and other important documents they left behind. Client Revenue. 45 Best Questions To Ask Your Client to Get to Know Them. In one meeting, while reviewing the previous quarterly review my client said, “What was he thinking?” Show empathy for how they feel.

Key Account Management 182

Key Account Management Account Management Decision-making Client Relationships 182

DemandFarm

MAY 22, 2023

Meet Anna, a diligent Sales Manager at Brilliant Solutions , a thriving software company specializing in cutting-edge automation tools. They set measurable goals for their team, ensuring that the company meets its financial objectives. Key Account Managers: Coordinate custom solutions for client-specific issues.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

Jermaine Edwards

DECEMBER 6, 2023

The old connotations of the word have preserved to the present day, where trust as we know it is an essential ingredient for thriving interpersonal relationships – from families, to friends, to organizations. Trust differentiates every relationship Trust shows up in many powerful ways. This isn’t easy. How do we correct this?

Emotional Intelligence 130

Emotional Intelligence Client Relationships Key Account Management Negotiation 130

Arpedio

OCTOBER 17, 2023

Table of Contents Overview of account management software tools Account management is a fundamental practice for any organization’s overall success. Account management plays a central role in building lasting client relationships and ensuring customer satisfaction.

Account Management 52

Account Management Software Software Management 52

Nutshell

MARCH 28, 2024

A refresher definition A sales pipeline is an organized series of stages and tasks that follow the buyer’s journey from lead to customer. Typical sales pipeline stages include prospecting, qualifying, building client relationships, and closing.

Management 71

Management Prioritization CRM Sales 71

Insightly

JANUARY 30, 2024

The Benefits of Integrating with Insightly Integrating the tools you already use with Insightly CRM can transform how you manage customer relationships, data, and business processes. It leads to greater efficiency, deeper insights, and a better ability to meet the evolving needs of your customers.

CRM 52

CRM e-Learning Facilitation Decision-making 52

DemandFarm

MAY 2, 2024

CRM technology, such as Salesforce or Hubspot, can also aid in automating various sales tasks and maintaining positive relationships with potential customers through the use of marketing materials and organized data sets. They help organize, automate, and synchronize all facets of customer interaction.

Management 40

Management Banking CRM Profitability 40

Account Manager Tips

AUGUST 10, 2021

There are personal or professional factors from which your client can benefit. Scan your client's organization chart for influential people and decision-makers. You're asking for a favor, and your client may take some convincing. So it's best to ask in person (phone, meeting, Zoom) where it's easier to do some persuading.

Decision-making 240

Decision-making Account Management Value Proposition Brainstorming 240

Mercuri International

NOVEMBER 24, 2022

Competency isn’t just about having the minimum skills to meet obligations – it goes way beyond that, being able to actively demonstrate that you have the specific abilities which will add genuine value to the product or service you deliver. Seller-centric organizations do not build trust. Customer-centric ones do.

Client Relationships 52

Client Relationships Customer Value Organization Communication 52

Apptivo

JUNE 21, 2021

Unless an organized approach is put together and the guidelines are clear, employees will face setbacks and confusion at every stage. In short, a successful partnership is a prerequisite for smooth client relationship management. It is a mutually beneficial relationship that focuses on being profitable for both parties.

Profitability 59

Profitability Client Relationships Innovation CRM 59

Arpedio

DECEMBER 19, 2023

While these two functions have distinct roles, they share a symbiotic relationship that can greatly benefit the organization and its clients. These insights can guide account managers and customer success teams in tailoring their strategies to meet the unique needs of each client.

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

While these two functions have distinct roles, they share a symbiotic relationship that can greatly benefit the organization and its clients. These insights can guide account managers and customer success teams in tailoring their strategies to meet the unique needs of each client.

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Hubspot Sales

AUGUST 17, 2020

Essentially, account development is the go-to organization for managing the sales process and determining the revenue-generating potential of customer accounts. Account development managers work with their company’s sales organization to close deals with accounts that meet their ideal customer profile for maximum revenue.

Account Development 96

Account Development Management Advertising Profitability 96

Arpedio

JUNE 2, 2023

It’s a game plan, a roadmap, a strategic guide that helps you navigate the tricky waters of client relationships and skyrocket your revenue. It’s like having a superpower that allows you to anticipate your clients’ needs, understand their pain points, and tailor your approach to meet them exactly where they are.

Account Planning 52

Account Planning Account Management Client Relationships Stakeholders 52

Hubspot Sales

APRIL 25, 2023

“Usually, the client will come to you with a really broad question or a problem, then you’ll have to build a strategy that makes sense,” he adds. These organizations recognize that their combined presence in the city should cause improved healthcare delivery for the city’s people, and they wanted to realize that potential.

Healthcare 93

Healthcare Insurance Shareholders Interpersonal Skills 93

Showpad

MAY 7, 2021

Traditionally, sales has been an on-the-go profession, with reps often traveling between client meetings and pitches. Conduct virtual sales meetings. The virtual sales meeting is quickly becoming the standard setting for interactions, and a virtual sales platform will help your reps pull them off seamlessly. The pay off?

Sales 59

Sales Digitalization Onboarding Remote Working 59

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

Account Manager Tips

SEPTEMBER 28, 2022

Your relationship with your favorite clients becomes increasingly informal and you both b h and gossip. You reveal too much of what is going on behind the scenes in your organization. That leads to lack of confidence and trust because the company message may conflict with what you're telling your clients.

Key Account Management 130

Key Account Management Account Management Management Publishing 130

Hubspot Sales

JUNE 29, 2023

Fortunately, tech tools can simplify the process so you have more time to build client relationships, instead of punching in data,” adds Caldwell. Be sure to attend events early so you can meet the organizers, connect with them, and follow them on their preferred social media channels.

Insurance 103

Insurance Sales Interpersonal Skills Decision-making 103

Zendesk

OCTOBER 13, 2023

A well-mapped customer journey is the foundation of a successful playbook, ensuring that you precisely anticipate and meet your customers’ needs. By merging these two perspectives, organizations can craft clear and measurable objectives that resonate with their brand’s promise and the customer’s needs.

Customer Success 52

Customer Success Onboarding Customer Life Cycle Customer Experience 52

Mercuri International

MARCH 28, 2023

Not least because trust makes customers recommend your company… …In addition, trust fosters cooperation among colleagues and increases commitment to the organization.” “The This can include regular meetings, feedback sessions, and town halls. Also, higher levels of trust result in lower costs of doing business.

Remote Working 52

Remote Working Client Relationships Facilitation Communication 52

Hubspot Sales

SEPTEMBER 1, 2023

Every participant is issued a pop-up in a recorded meeting as soon as the recording begins. The participant is given an opportunity to continue with the recording or to leave the meeting. Your policy can be shared internally and with individuals outside the organization to help guide AI usage and build trust with prospects.

Artificial Intelligence 102

Artificial Intelligence Decision-making Sales Software 102

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

Engage Selling

DECEMBER 6, 2018

We’ve talked repeatedly, especially this year, the importance and value of your relationships. At the end of every presentation, call, meeting, or strategy session, the fundamental pillar behind whether or not you create great sales and a thriving organization comes … Read More »

Meetings 84

Meetings Organization Sales Client Relationships 84

SmartKarrot

NOVEMBER 16, 2022

Role: Associate Director, Customer Success Location: Canberra, Australian Capital Territory, Australia Organization: Datacom As an Associate Director of Customer Success, you will have a Customer Focus– this role is supporting a large, complex customer. Apply here: [link]. Apply here: [link]. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Client Relationships Profitability Performance Review 19

SmartKarrot

AUGUST 29, 2022

Role: Senior Customer Success Manager Location: Boston, MA, US Organization: LeanIX As a Senior Customer Success Manager, you will be responsible for the retention of customer accounts by ensuring continuous communication and relentless support and guidance. Ensure a successful and robust onboarding experience for all new customers.

Customer Success 19

Customer Success Procurement Onboarding Government 19

Revenue Storm

APRIL 21, 2021

To be able to offer prospects relevant and persuasive references means we need to have personally invested in our client relationships over time. If you can have a call with your client ahead of the visit, discuss any specific asks you may have of them. We must be sure to allow enough time to plan and prepare thoroughly.

Logistics 78

Logistics Finance Client Relationships Sales Management 78

Insightly

SEPTEMBER 27, 2023

CRM Success CRM success is effectively implementing and utilizing customer relationship management (CRM) systems and strategies to achieve desired business objectives. A well-executed customer relationship management (CRM) system can offer advantages. Why is CRM important?

CRM 52

CRM Onboarding Brainstorming Software 52