Red Star Kim

NOVEMBER 1, 2023

Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. Processes and skills for managing opportunities and pipelines can be lacking. Time and capacity – Many fee-earners are stretched and compelled to manage large amounts of client work under heavy time pressures.

Key Account Management 130

Key Account Management Account Management Value Proposition Client Relationships 130

Red Star Kim

DECEMBER 5, 2023

| Microsoft Dynamics 365 CRM Software | Infor CRM SLX (In 2014, Infor acquired Saleslogix from Sage) What is Intapp CRM? Another delegate suggested using monday.com | A new way of working to integrate all action lists and help avoid being overwhelmed by so many tasks. Sometimes marketing and sales system are not integrated.

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

Janek Performance Group: Account Planning

JULY 13, 2021

One of the buzzphrases swirling around the sales stratosphere over the last few years is Strategic Account Management, or SAM. What is Strategic Account Management? Hence, the best strategic account manager is not necessarily your best sales rep (we’ll talk more about that later).

Account Management 52

Account Management Management Account Planning Interpersonal Skills 52