Typically, the people in charge of client management within an organization work in sales, customer service, or marketing roles. Client managers oversee, build, develop, and strengthen relationships with customers. They design and implement customer relationship development strategies to connect with the ...
Improving your agency’s client management Trust and transparency are crucial elements of positive client relations, especially given that brands have countless alternatives to your firm. Deploying these strategies will better position you to retain clients and build a reputation that inspires confidence ...
At its core, it refers to the strategies and processes a business uses to handle its interactions with its customers. For many businesses, this practice is centralized around a single point of contact, such as an employee who owns the account relationship and acts ...
For smaller companies and independent contractors, customer relationship management (CRM) software serves a similar purpose at a more affordable price. CRM software (or client management software) serves as a centralized database to store client information and track their activity. When used effectively...
To ensure reliable delivery and optimize outsourcing costs, it is essential to partner with a contract manufacturing organization (CMO) that uses multidimensional strategies. Older models of project ...
Client relations can make or break your business. Use this guide to learn strategies to impress your clients through genuine value rather than empty promises. Now more than ever, good business is all about building connections. You can have amazing products, competitive prices, and a user-...
Northern Trust Hedge Fund Services (NTHFS) is a leading provider of middle and back office services to hedge funds and other organizations with complex assets and strategies. NTHFS brings together powerful technology and highly skilled professionals to help our clients handle complexity and execute th...
Client Relationship Management (CRM) Strategies and technologies that companies use to manage their interactions with current and potential clients. Example: “Our firm’s success is largely due to our robust client relationship management system that helps us keep track of client communications and pre...
For financial firms, a client lifecycle management (CLM) approach to customer relationship management (CRM) can enrich both models. Replacing a fragmented approach to data with a holistic, enterprise-wide strategy can improve both data and efficiency. When client risks—and needs—are identified earl...
Project Management Certification Certified Client Relationship Manager Kaplan University – Focus on critical skills needed to manage key client relationships effectively Professional Certificate in Strategic Sales Management Yale School of Management - Focused on innovative strategies for creating and capturing ...