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 94

Healthcare Insurance Shareholders Interpersonal Skills 94

Insightly

NOVEMBER 1, 2022

Increase customer lifetime value (CLV): CRM models can help you increase CLV across every client relationship. You can use revenue changes, online reviews, shareholder value, customer surveys and online engagement to measure your strategy’s success. Performance Assessment.

Profitability 52

Profitability CRM Value Proposition Customer Experience 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. From a marketing perspective, Goldman Sachs might focus on referrals and connections, and E*TRADE on social media and customer service automation.

Innovation 98

Innovation e-Learning Healthcare Government 98

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. Uh, so it’s been difficult to really try to get some deals done due to the valuation. So, you know, they have a lot of money.

Acquisition 52

Acquisition Sales Decision-making Leadership 52

Account Management Skills

NOVEMBER 21, 2022

Given the current unstable economic climate, client retention for agencies is a real top priority right now. And I’m really keen for you to share what you think are the key reasons a client relationship is successful for an agency? You can book a quick call with me to see if it’s the right fit. Beth 37:51.

Digitalization 104

Digitalization Account Management Marketing Leadership 104