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

Freshworks

APRIL 2, 2021

Owners James Watt and Martin Dickie created Equity for Punks, a financing model that gave shareholders discounts and other perks. In the last decade, the number of shareholders has grown to around 100 times that number (more than 130,000 Equity Punks). In our interview, Emma DeSena explains that these aren’t your average shareholders.

Shareholders 52

Shareholders B2C Remote Working Customer Experience 52

Insightly

FEBRUARY 21, 2023

Customer Relationship Management software (CRM) is a critical component of any successful business, and this is especially true in the SaaS industry. Keeping an eye on usage metrics first during onboarding and then subsequently via quarterly business reviews is a great way to head churn off before it starts.

CRM 52

CRM Software Software Shareholders 52

MDI Training

FEBRUARY 9, 2021

At the beginning of the meeting, deliberately plan time for social onboarding. If social onboarding is needed at the beginning of the meeting, a feedback loop at the end of the meeting is equally important. plan onboarding for the virtual/hybrid context. How much flexibility is there, for example, in terms of time management?

Leadership 52

Leadership Onboarding Digital Transformation Innovation 52

SmartKarrot

APRIL 4, 2022

Role: Customer Success Manager. As a Customer Success Manager, you will be involved in all aspects of account management, training, support, driving value, and being a trusted client partner by serving as the primary contact for the onboarding of new customers, the training of platform end users, as well as post-go-live support.

Customer Success 19

Customer Success Shareholders Onboarding Account Management 19

Insightly

NOVEMBER 1, 2022

These strategies underpin the process of managing customer data, helping to ensure you make the most of the information you gather. The term customer relationship management (CRM) refers to a combination of methodology and technology that establishes how companies handle customer data. What Is CRM? Three Common CRM Models.

Profitability 52

Profitability CRM Value Proposition Customer Experience 52

OnStrategyHQ

OCTOBER 26, 2023

Agility — Managing performance and re-calibrating OKRs every quarter enables a dynamic and agile planning process. Focus — Setting 3-5 OKRs per team keeps the process manageable and enables effective execution. Maybe that means more returns to shareholders or the resources now to grow in the next year.

Communication 40

Communication Shareholders Organization Decision-making 40