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The Importance of Change Management in Account Planning

Upland

A lthough change can be scary, difficult and potentially costly if not managed correctly, it is ultimately the key to achieving higher win rates, championing large buying groups, and growing revenue. A key piece to accomplishing that simplified approach is an effective change management plan, and consistent ongoing execution.

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Book review – Managing Brands

Red Star Kim

This post reviews the core material covered in Managing Brands Chartered Institute of Marketing (CIM) professional qualification (Level 6 elective New CIM professional marketing qualifications – 2020 (kimtasso.com) ) and the Cambridge Marketing College’s Marketing Manager Apprenticeship – a Level 6 Qualification (kimtasso.com).

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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. Private client management and marketing: Business plans, recruitment, assessments and automation.

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4 Ways to Ensure Your Sales Kickoff Meeting Drives Results

Brooks Group

Limit the SKO meeting to three days or less. Engagement levels drop, along with your ROI for the meeting. Keep the meeting short and impactful—ideally under three days. Focus on what it will take to get your sales team to hit the goals you’ve set for them and the meeting will plan itself. And if that happens?

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9 ways to de-motivate an agency account manager

Account Management Skills

While preparing for a seminar with David C Baker , I’ve been reflecting on what de-motivates account managers. Unlike many agency advisors, David has invested in profiling account managers. Not only could I recognise myself, but I have been training account managers since 2016 and can validate his findings.

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A Comprehensive Guide to Relationship Management

DemandFarm

Effective relationship management transcends mere customer satisfaction—it’s a strategic endeavour that involves nurturing deep connections that foster loyalty, satisfaction, and mutual growth. The global Customer Relationship Management market is projected to grow from $71.06 What Is Relationship Management with an Example?

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Referrer Management Strategies – Rationale and Challenges

Red Star Kim

I’ve summarised some of the main “back to basics” themes emerging from discussions: Referrer Management Strategies – Rationale and Challenges. Rationale – Key reasons to develop referrer management strategies . For some services, referrer management is the only effective strategy. . Observe the Pareto principle.