Account Management Skills

NOVEMBER 28, 2023

Welcome to number 3 in my mini series of five bonus podcast episodes created to show you how to build an entrepreneurial mindset in your agency account managers. Agency owners often tell me they wish their account managers were more confident in client meetings, including being confident enough to suggest new ideas for new projects.

Account Management 52

Account Management Meetings Management Decision-making 52

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. Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum. Others may find that the M&BD team is responsible for research.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Red Star Kim

MARCH 4, 2024

Many people have suffered at the hands of a line manager who wants to know in detail what is happening and to control everything. But there are potentially several reasons for this behaviour – some to do with your manager, and some to do with you. So what do you do when your boss is a micro-managing control freak?

Management 147

Management Communication Leadership Digitalization 147

AchieveIt

JANUARY 8, 2024

Some of your organization’s best minds fill the boardroom for a scheduled strategy meeting. This meeting presents a valuable opportunity to harness their expertise and identify solutions to the most pressing issues facing your strategy. In a one-hour meeting, that’s just 6 minutes. No guidance for the frontline team.

Meetings 52

Meetings Decision-making Prioritization Brainstorming 52

Red Star Kim

OCTOBER 24, 2022

There were equal numbers of delegates from law and accountancy firms who had various roles: business development, pitching, key client management, cross-selling and external referrer programmes. Behaviour in sales meetings). Some fee-earners rely on marketing processes to generate leads and manage the initial stages of lead nurturing.

Meetings 100

Meetings Value Proposition Key Account Management Account Management 100

Account Manager Tips

MARCH 23, 2021

Why is key account management important? Well, i f you don't have key account management in place, you could leave money on the table, be helpless to competitor threats and put your most valuable clients at risk of defection. Key account management is the secret to grow revenue and customer retention. Why should you care?

Key Account Management 246

Key Account Management Account Management Management Suppliers 246

Red Star Kim

NOVEMBER 1, 2023

Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. Nervousness – Shyness, modesty, lack of confidence and fear of failure can make fee-earners reluctant to organise meetings to take the next steps in building a potential client relationship. tenders converted and revenue generated).

Key Account Management 130

Key Account Management Account Management Value Proposition Client Relationships 130

ClearPoint Strategy

FEBRUARY 11, 2022

‘Hey, are you ready for our meeting?’ ’ This is the dreaded question we hear so many times a day, in a work culture filled with meetings. You want your meeting to be the one that people don’t dread. An Introduction To Strategy Review Meetings. Meeting Preparation. The Meeting.

Meetings 98

Meetings Decision-making Leadership Facilitation 98

Arpedio

MARCH 5, 2024

In the intricate dance of business success, one partner often overlooked is account management. In this digital age where competition is fierce and customer expectations are soaring, the need for robust account management strategies has never been more pronounced.

Account Management 52

Account Management Management Client Relationships Prioritization 52

Brooks Group

MARCH 7, 2024

Procurement managers have a reputation for focusing only on price. Or can sales professionals engage purchasing managers, buyers, and agents differently to have more success selling to them? Buyers generally make up their minds in the first few seconds whether the time spent with you is going to be valuable. Is this deserved?

Procurement 68

Procurement Management Decision-making Sales Training 68

Brooks Group

OCTOBER 18, 2023

Unfortunately, many sales leaders may be aware that their managers need to spend more time coaching, but formal programs tend to be poorly executed or non-existent. Just 42% say sales managers at their organization are actually held accountable for providing good coaching. Make sure they understand the benefits of meeting.

Sales Management 78

Sales Management Management Sales Meetings 78

Flevy

MARCH 17, 2024

NPD is central to organizations looking to maintain or establish a competitive edge, enabling them to capitalize on emerging opportunities and meet evolving customer demands. In the context of strategic planning and performance management , NPD plays a vital role in determining an organization’s long-term success and market positioning.

Management 52

Management Digital Transformation Innovation Prioritization 52

Nutshell

MARCH 28, 2024

Read on to learn more about the importance of sales pipelines for your business and how to manage a sales pipeline for your startup. A well-managed pipeline gives you a smoother lead-to-close process that everyone on the team can follow. Here are some best practices for optimizing and managing your sales pipeline.

Management 71

Management Prioritization CRM Sales 71

Arpedio

JANUARY 3, 2024

When it comes to driving business success , there are two crucial strategies that companies must master: Account Management and Opportunity Management. Key Takeaways: Account Management and Opportunity Management are essential to driving business success.

Account Management 52

Account Management Management Client Relationships Prioritization 52

Planview

JANUARY 17, 2024

In particular, two critical areas that demand attention and solutions are the effective management of work in progress (WIP) and the speedy resolution of bottlenecks. We’ll explore proven strategies for efficient WIP and bottleneck management, along with the best tools available to streamline these processes.

Financial Services 59

Financial Services Management Prioritization Facilitation 59

Strategic Planning and Management Insights

MARCH 6, 2023

In today's data-driven world, data is becoming increasingly important for organizations to gain a competitive advantage and make informed decisions. Data-driven decision-making is critical to achieving organizational objectives and delivering business strategies.

Management 98

Management Decision-making Facilitation Software 98

Red Star Kim

MARCH 1, 2024

At the recent Training – PM Forum on “ Buy-in, engagement and stakeholder management ” workshop we welcomed executive and manager delegates from legal and accountancy firms as well as a delegate from Poland. Manage expectations Clarity about what we hope to achieve will help to manage expectations.

Stakeholders 130

Stakeholders Decision-making Emotional Intelligence Communication 130

Hubspot Sales

APRIL 12, 2023

That includes the number of sales calls, VP-level meetings, new qualified opportunities, and so on. With proper sales activity management, you can influence sales objectives and business results. In this post, you’ll learn tips for managing your team’s sales activity and about the software that can help along the way.

Management 119

Management CRM Sales Software 119

SBI Growth

DECEMBER 24, 2012

Bad decisions can cause your company to miss the number. When the decision is made at the top, the collateral damage is multiplied. Below are six of the worst decisions we’ve seen senior sales leaders make. It will help your team better understand how your Customers make a decision. They have the power.

Decision-making 130

Decision-making Sales Internet Profitability 130

Flevy

MARCH 19, 2024

It reflects an organization’s ability to manage, prioritize, and convert ideas into viable products or services, ensuring a consistent flow of innovation. This strategic focus on nurturing and managing the innovation pipeline underpins an organization’s resilience, adaptability, and ability to explore new growth avenues.

Innovation 52

Innovation Management Digital Transformation Prioritization 52

Account Management Skills

FEBRUARY 15, 2024

I was chatting to one of my clients recently about the benefits of introducing account management in their agency for the first time. When you start an agency, typically you start with project management. As a small, agile team it makes sense for project managers to be responsible for client management.

Account Management 52

Account Management Management Account Growth Client Relationships 52

Nutshell

AUGUST 22, 2023

Since AI is revolutionizing sales , marketing, and many other aspects of business, it’s no surprise that many CRM providers are also using the technology to enhance customer relationship management. AI is useful for lots of CRM-related tasks, like automation, data analytics, and prediction-making.

Artificial Intelligence 114

Artificial Intelligence CRM Management Decision-making 114

PandaDoc

APRIL 3, 2023

Benefits of sales training for sales teams and their managers Sales training is beneficial for all members of a sales force, and investing in it can have many benefits and aid in establishing a culture of growth and support. With a defined and clear structure, staff can make useful decisions without the constant supervision of their manager.

Sales Training 98

Sales Training Management e-Learning Construction 98

Envisio

JUNE 28, 2023

When done correctly, it turns today’s vision into tomorrow’s reality–but in order to meet the goals in the plan efficiently, these organizations need a management reporting system that helps them implement their plan. In this way, a good management reporting software is the foundation for successful strategy execution.

Management 92

Management Government Stakeholders Decision-making 92

SalesPop

MAY 7, 2021

But at the end of the day, account planning naturally evolves into creating a project, which falls into the realm of project management. One place where project management really comes into account management is bringing a broadly stated goal into realistic terms. Project Management Elements.

Account Management 98

Account Management Management Innovation Account Planning 98

Nutshell

JANUARY 17, 2024

Every project management team needs critical customer information and collaboration from other departments to be successful. Using a CRM in project management could be the answer you need for ultimate inter-departmental cohesion. Keep reading to learn more about CRM project management and what it can do for your team’s productivity.

Business Growth 71

Business Growth CRM Management Software 71

Planview

AUGUST 29, 2023

Understanding Resource Management Capacity planning can take on different forms depending on whether it happens internally or externally. External resource management (PSA) involves working for external customers for a fee and balancing supply and demand as you work through opportunity intake, similar to the sales funnel.

Meetings 52

Meetings Prioritization Facilitation Decision-making 52

Arpedio

JANUARY 9, 2024

Elevating Account Management Through Metrics and KPIs Explore ARPEDIO's Account Management Software ← Back to blog As companies strive to build lasting relationships with their clients, the need for effective Account Management strategies and tools becomes paramount. Ready to streamline your account planning?

Account Management 52

Account Management Management Client Relationships Account Planning 52

OnStrategyHQ

MAY 16, 2021

Phase 4: Executing Strategy and Managing Performance. Guiding your work in this stage of the planning process is a schedule for the next 12 months that spells out when the quarterly strategy reviews are, who is involved, what participants need to bring to the meetings and how you will adapt the plan based on the outcomes of the reviews.

Management 93

Management Decision-making Meetings Facilitation 93

Hubspot Sales

SEPTEMBER 27, 2023

They're spending hours manually managing subscriptions and dealing with frustrated customers. From software-as-a-service (SaaS) providers to e-commerce platforms to media streaming services, managing subscriptions has become a critical part of successful business strategy. In this post, we will go over: What is Subscription Management?

Management 85

Management Software Software Decision-making 85

DemandFarm

MAY 22, 2023

Is a key account manager the same as a sales manager? Meet Anna, a diligent Sales Manager at Brilliant Solutions , a thriving software company specializing in cutting-edge automation tools. Her daily tasks revolve around driving sales, managing the sales team, and ensuring sales targets are met.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

Red Star Kim

JUNE 16, 2022

The MBL workshop on Referrer and Intermediary Management earlier this week combined those in front-line fee-earning roles (e.g. employment and family solicitors) with those from marketing and business development in legal, tax, wealth management and property firms. content management, events etc) in which they should do so.

Management 130

Management Key Account Management Digitalization Communication 130

Arpedio

JANUARY 5, 2024

Embarking on the quest for sales optimization , seasoned professionals understand that the core of any robust sales strategy lies in the mastery of effective pipeline management techniques. Managing these stages efficiently ensures a consistent flow of leads and maximizes conversion opportunities.

Management 52

Management Energy and Utilities Sales Prioritization 52

Sales Management Plus -- SMP

DECEMBER 20, 2022

To meet their quotas and goals, they need access to the right data. Sales managers can use data to help them make informed decisions about how to lead their sales teams. In this blog post, we will discuss some ways that sales managers can use data to improve their sales performance.

Meetings 52

Meetings Sales Sales Management Decision-making 52

MTD Sales Training

FEBRUARY 12, 2018

He once said to me, “Sean, what do you do after a sales meeting that ensures the next one will be even better?”. But it got me thinking about what would be the best way to learn from the meeting experience and determine how I could improve next time. Ask yourself questions like these: How did the meeting start?

Meetings 110

Meetings Sales Decision-making Sales Training 110

Zendesk

JANUARY 10, 2024

What are workforce management metrics? Workforce management metrics are statistics businesses can use to measure, analyze, and optimize their operations. Nearly every successful business engages in workforce management (WFM) to achieve organizational goals.

Management 52

Management Decision-making Onboarding Organization 52

Arpedio

MARCH 6, 2024

In today’s competitive business landscape, effective account management plays a pivotal role in fostering long-term client relationships and driving sustainable growth. Account management involves the strategic management of client accounts to ensure their needs are met, their expectations are exceeded, and their businesses thrive.

Account Management 52

Account Management Management Client Relationships Communication 52