Red Star Kim

JUNE 15, 2023

no-data-entry CRM; relationship intelligence (ERM); revenue operations system; automatic capture of emails, meetings and referrals). Some firms provide templates of different types of KAM meeting types. (profit, growth and core legal services) How can Nexl help law firms execute their Strategic Account initiatives? (no-data-entry

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

SmartKarrot

JUNE 12, 2023

Produce written and spoken content, host webinars, and conduct one-on-one training sessions. When necessary, create tickets, NCPs, NCSOs, and CARs in CRM or ERP for customer complaints relating to post-shipment issues. To assist with aftermarket sales efforts, conduct research on and rebuild relationships with current customers in CRM.

Customer Success 19

Customer Success Co-Creation Customer Life Cycle Stakeholders 19

Insightly

JANUARY 2, 2024

Simply divide your net profit by the total investment, multiply by 100, and you have your number: ROI = net profit / total investment * 100 But estimating ROI for a business system—such as a Customer Relationship Management system (CRM) —is not as straightforward as a one-time advertising campaign. the ROI of CRM). They want to sell.

CRM 52

CRM Co-Creation Onboarding Decision-making 52

Account Management Skills

AUGUST 24, 2021

Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. And are we helping them to meet them? Most companies will have invested in some form of CRM or another. Jenny 06:11.

Account Management 98

Account Management Management Account Planning Co-Creation 98

SBI

OCTOBER 31, 2010

Next week, Gerhard will be co-hosting the Sales and Marketing 2.0 conference in San Francisco – along with Umberto Milletti, co-founder of InsideView. For example, last year we had a number of companies that talked about using five or six different applications in addition to their CRM system. movement is around the bend.

Co-Creation 34

Co-Creation Media Marketing Customer Experience 34

DemandFarm

AUGUST 31, 2023

Customer success teams are investing heavily in webinars, tutorials and other resources that help customers fully understand the features of offerings. These trends highlight the increasing complexity of customer success management and the need for innovative strategies to meet customer needs and drive continuous improvements.

Key Account Management 52

Key Account Management Account Management Customer Success Management 52

Hubspot Sales

OCTOBER 17, 2018

In addition to serving as the co-founder of startups like Viximo and Boundless Learning -- which were both acquired -- he also worked in venture capital (VC) as an entrepreneur-in-residence. You can also follow his insights on the blog for Reforge , his growth program creation business. Get more value out of every webinar you host.

Brainstorming 143

Brainstorming Co-Creation Media Onboarding 143