INDUSTRY INSIGHTS YOUR PEERS ARE READING
As a key account manager, it’s vital that you engage in Customer Success content that is insightful, valuable, and relevant, giving you that competitive edge to deliver amazing service to your clients. Here are eight Customer Success blogs every key account manager should read to stay on the cutting edge of their business. We have tons of great resources for Customer Success and Account Management professionals. MORE
The terms Key Account Management and Customer Success are often used interchangeably within organizations. Key Account Management Versus Customer Success. The goals of both Key Account Management and customer success are to retain and build relationships with customers. For a more detailed look at how they’re different, here are some insights on how Key Account Management and customer success departments approach a few major topics: Client Focus. MORE
B usinesses and individuals will have to find an accountant or CPA to help them file their taxes. The year is about to end, and the next tax season is just around the corner. Small Business & Entrepreneurs Tips & Tricks Customer Service MORE
The dreaded inactive account. Prevention: You’ve probably heard the saying “an ounce of prevention is worth a pound of cure” - keep that in mind when it comes to inactive accounts. Many companies assign a customer health score to each account. MORE
That’s because so many departments are involved in the feedback process: Support receive it, marketers ask for it , and product managers solicit it, but few departments are held accountable for making use of feedback. Assign accountability for a customer feedback loop. MORE
People just can’t stop talking about account-based marketing (ABM). With new technologies to help organizations scale, and a shifting focus on the customer experience, the age-old strategy of focusing your marketing efforts on a shortlist of your most desired accounts has suddenly become all the rage. Account Based. MORE
Account-based marketing (ABM) is one of the hottest marketing trends right now—and with good reason. Today’s customers don’t want to be treated like just another email address. They expect personalized, relevant experiences. According to a study by Walker, the customer experience is expected to overtake product and price as a company’s key brand differentiator by. MORE
What account management style does your organization use? Everyone loves Customer Success account management, and it can do wonders for your organization and your customers. The thing is, most people will turn their back on Key Account Management platforms and principles because they think it is an entirely different management style altogether…. In fact, KAM is Customer Success for the accounts that matter the most to your organization. MORE
Account health has become a key concept here at RotaCloud, which is why we implemented account health checks as part of our onboarding process. Account health checks. We can’t check the health of an account with no data in it! MORE
Over the last 15-odd years, it has been made even more challenging and interesting thanks to a little thing called account-based marketing; a type of B2B marketing that everyone is excited about, but which very few companies do the right way. MORE
For this to happen, you must consider whether you have the right tools in place to establish a joint accountability with your client. Why keep your customers accountable? Lincoln Murphy once used a powerful analogy to demonstrate the importance of joint accountability by comparing the engagement of a client with their Customer Success Manager to one with a personal trainer. Uncovering the customer’s role in success. MORE
When you enrolled in a graduate program in accounting, you probably didn’t imagine you would one day also have to worry about marketing. Accounting courses train their students to become CPAs and run an accounting firm successfully. MORE
In today’s world of SaaS customer success, most CSMs and/or Account Managers are held to some sort of revenue goal. This is what’s commonly known as joint account planning. Here are 5 tips for aligning better with clients through joint account planning: 1. MORE
If you ask any key account manager, you’ll find that they either follow a traditional approach, an approach all their own, or worst of all, they don’t segment them at all. Segmenting your customers is crucial to your organization’s success because it shows you which accounts require the most attention, which ones are providing most of your bottom line-driven results, and which ones are doing fine for now. How are you segmenting your customers? MORE
Account-Based Everything is all the rage these days as sales teams and account managers are shifting their tactics to focus on accounts rather than just leads. You’ve probably heard of Account-Based Marketing (ABM), and I’m sure you’ve heard of Customer Success, but have you ever thought of combining both approaches to create the ultimate relationship management system? This leads us to Account-Based Customer Success. MORE
Our recent 2019 State of Call Center Authentication survey found that 51 percent of financial services respondents say the telephone channel is the primary source for account takeover attacks. MORE
Accounting services are a hot commodity. Businesses of all sizes require accounting professionals’ assistance throughout the year to manage their accounts and assist them in filing taxes. MORE
Our recent 2019 State of Call Center Authentication survey found that 51 percent of financial services respondents say the telephone channel is the primary source for account takeover attacks. MORE
Account health has become a key concept here at RotaCloud, which is why we implemented account health checks as part of our onboarding process. Account health checks. We can’t check the health of an account with no data in it! MORE
As a business owner, you can’t run all aspects of your company by yourself. If you don’t have an in-house receptionist to assist your business, a live receptionist service can give you the support you’re looking for. Small Business & Entrepreneurs MORE
It certainly brings to life scenarios and phenomena that many people experience on a regular basis: Lack of accountability. The importance of accountability in the world of Customer Experience appeared first on I J Golding. MORE
It doesn’t matter if you’ve been a key account manager for a decade or two or are new on the job; everyone can improve. Improving your key account management game and taking it to the next level means that you are up to date with the latest trends in Customer Success or Account Management, and you’re trying new strategies and approaches for your key accounts to see what works and what doesn’t. Miller Heiman Large Account Management Process. MORE
We often hear the roles of Customer Success Manager (CSM) and Account Manager (AM) used interchangeably. The ultimate difference between a Customer Services Manager and an Account Manager is both in their area of concentration and how each target their customers. . MORE
Accountability: We hear that word thrown around a lot and for some it can hold deep meaning while for others it can conger up feelings of failure, belittling, defeat, you name it! Here’s an excerpt: What does it mean to be “held accountable?” MORE
Tax season is finally over, and many accounting and tax services providers are coming back online and starting to think of how they can improve in 2019. Before trying to decipher which improvement initiative will yield the highest impact, accounting and tax service providers can skip the headache entirely by simply asking clients what they can do better next year. MORE
Account-based marketing (ABM) is one of the hottest marketing trends of 2017. According to SiriusDecisions, 58% of B2B companies planned to invest in ABM technology or services last year. However, many companies only use traditional tactics, like retargeted ads and email nurtures, to engage ideal prospects. But these techniques won’t help you build authentic relationships. MORE
Without a good construction accounting software, businesses will likely collapse. Important considerations for your accounting software. Determine what your construction company needs in its accounting software. Determine if your current accounting software meets those needs. The accounting ecosystem you can’t ignore. Any good accounting software has an important but also limited value to a business when used alone. MORE
My goal at Influitive was to systematically increase retention and to create growth opportunities within existing accounts. Along the way, we uncovered a few core factors that every Customer Success and Account Management team should have as part of their process: 1. MORE
The answer is found in the concept of mental accounting, and it might have significant implications for your Customer Experience. We discussed how our mental accounting affects our behavior as customers in our recent podcast. How Mental Accounting Works. MORE
One of the things we speak about regularly is the accountability, predictability and sustainability of the organisational approach to customer experience. From here on it is all about access, accountability and actuality! MORE
Those poor accountants. In fact, today’s accountants are far more than just number-crunchers — they’re leaders, strategists, technologists, advisors and business specialists. The accounting industry: (p)art of the deal. Accountants speak the language of business. Businesses in every industry bring accountants to the table for their most serious strategy sessions. Professional accountants are focused on these questions and their implications. MORE
Companies that don’t want to miss out on the trend of branding themselves as “customer-centric” might consider repackaging an existing team, like Account Management, as Customer Success. Customer Success is much more than just a feel-good name for Account Management. MORE
That’s one reason why account-based marketing has become a popular strategy in recent years. Instead of “spraying and praying” broad marketing messages, ABM requires brands spend time crafting ultra-personalized campaigns targeted at specific accounts. MORE
In business school, a commonly spoken mantra is that team leaders can delegate virtually every aspect of their work — except accountability. When Leaders practice this by also holding themselves accountable, team members pay attention. This is called universal accountability. MORE
This may explain why fraudsters are moving from spoofing tools to virtual calling services like Skype and Google Voice, as well as other mobile phone applications such as Burner and Hushed, to take over legitimate bank accounts. MORE
Not all account takeovers are the same. . Some criminals go in and immediately begin purchasing products directly from the account. Unfortunately, victims typically don’t find out that their account has been compromised until they discover the charges on their monthly bank statements. Other crooks clean out an account by transferring funds to another account as fast as they can. MORE
Companies that don’t want to miss out on the trend of branding themselves as “customer-centric” might consider repackaging an existing team, like Account Management, as Customer Success. Customer Success is much more than just a feel-good name for Account Management. MORE
Accountability Related Topics 
Beyond Philosophy
JANUARY 10, 2019
The answer is found in the concept of mental accounting, and it might have significant implications for your Customer Experience. We discussed how our mental accounting affects our behavior as customers in our recent podcast. How Mental Accounting Works.
Etech GS
SEPTEMBER 18, 2019
In business school, a commonly spoken mantra is that team leaders can delegate virtually every aspect of their work — except accountability. When Leaders practice this by also holding themselves accountable, team members pay attention. This is called universal accountability.
Abby Connect Virtual Receptionists
MAY 13, 2019
When you enrolled in a graduate program in accounting, you probably didn’t imagine you would one day also have to worry about marketing. Accounting courses train their students to become CPAs and run an accounting firm successfully.
Etech
NOVEMBER 28, 2017
Accountability: We hear that word thrown around a lot and for some it can hold deep meaning while for others it can conger up feelings of failure, belittling, defeat, you name it! Here’s an excerpt: What does it mean to be “held accountable?”
Speaker: Vicki Herrell, Executive Director, SWPP, & Steve Kosiba, Product Marketing Manager, Genesys
TRUSTID
JUNE 13, 2019
This may explain why fraudsters are moving from spoofing tools to virtual calling services like Skype and Google Voice, as well as other mobile phone applications such as Burner and Hushed, to take over legitimate bank accounts.
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ijgolding
JULY 12, 2017
It certainly brings to life scenarios and phenomena that many people experience on a regular basis: Lack of accountability. The importance of accountability in the world of Customer Experience appeared first on I J Golding.
Kapta
MARCH 6, 2019
If you ask any key account manager, you’ll find that they either follow a traditional approach, an approach all their own, or worst of all, they don’t segment them at all. Segmenting your customers is crucial to your organization’s success because it shows you which accounts require the most attention, which ones are providing most of your bottom line-driven results, and which ones are doing fine for now. How are you segmenting your customers?
Method:CRM
FEBRUARY 27, 2019
Those poor accountants. In fact, today’s accountants are far more than just number-crunchers — they’re leaders, strategists, technologists, advisors and business specialists. The accounting industry: (p)art of the deal. Accountants speak the language of business. Businesses in every industry bring accountants to the table for their most serious strategy sessions. Professional accountants are focused on these questions and their implications.
ijgolding
SEPTEMBER 13, 2018
One of the things we speak about regularly is the accountability, predictability and sustainability of the organisational approach to customer experience. From here on it is all about access, accountability and actuality!
Speaker: Peter Armaly - Senior Director and Advisor of Customer Success at Oracle
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Kapta
AUGUST 20, 2018
What account management style does your organization use? Everyone loves Customer Success account management, and it can do wonders for your organization and your customers. The thing is, most people will turn their back on Key Account Management platforms and principles because they think it is an entirely different management style altogether…. In fact, KAM is Customer Success for the accounts that matter the most to your organization.
TRUSTID
DECEMBER 21, 2017
Not all account takeovers are the same. . Some criminals go in and immediately begin purchasing products directly from the account. Unfortunately, victims typically don’t find out that their account has been compromised until they discover the charges on their monthly bank statements. Other crooks clean out an account by transferring funds to another account as fast as they can.
CSM Practice
OCTOBER 13, 2017
For this to happen, you must consider whether you have the right tools in place to establish a joint accountability with your client. Why keep your customers accountable? Lincoln Murphy once used a powerful analogy to demonstrate the importance of joint accountability by comparing the engagement of a client with their Customer Success Manager to one with a personal trainer. Uncovering the customer’s role in success.
Amity
SEPTEMBER 28, 2017
Account health has become a key concept here at RotaCloud, which is why we implemented account health checks as part of our onboarding process. Account health checks. We can’t check the health of an account with no data in it!
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parent’s best practices, while taking into account local regulations. If Artificial Intelligence (AI) for the overall business is a red hot. topic in C-suites, AI for customer engagement is white hot. wonder professionals, who had removed AI from their resumes, are.
TRUSTID
APRIL 7, 2019
Our recent 2019 State of Call Center Authentication survey found that 51 percent of financial services respondents say the telephone channel is the primary source for account takeover attacks.
Amity
SEPTEMBER 28, 2017
Account health has become a key concept here at RotaCloud, which is why we implemented account health checks as part of our onboarding process. Account health checks. We can’t check the health of an account with no data in it!
TRUSTID
APRIL 10, 2019
Our recent 2019 State of Call Center Authentication survey found that 51 percent of financial services respondents say the telephone channel is the primary source for account takeover attacks.
Kapta
MARCH 11, 2019
It doesn’t matter if you’ve been a key account manager for a decade or two or are new on the job; everyone can improve. Improving your key account management game and taking it to the next level means that you are up to date with the latest trends in Customer Success or Account Management, and you’re trying new strategies and approaches for your key accounts to see what works and what doesn’t. Miller Heiman Large Account Management Process.
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calabrio.com 2 The Top 3 Ways to Forecast Controlling staffing costs—which typically account for 70 to. calabrio.com 1 Forecast accuracy is one of the most important. metrics by which workforce management (WFM). professionals are judged—some go so far as to say.
ClientSuccess
OCTOBER 2, 2019
We often hear the roles of Customer Success Manager (CSM) and Account Manager (AM) used interchangeably. The ultimate difference between a Customer Services Manager and an Account Manager is both in their area of concentration and how each target their customers. .
Kapta
NOVEMBER 21, 2017
Account-Based Everything is all the rage these days as sales teams and account managers are shifting their tactics to focus on accounts rather than just leads. You’ve probably heard of Account-Based Marketing (ABM), and I’m sure you’ve heard of Customer Success, but have you ever thought of combining both approaches to create the ultimate relationship management system? This leads us to Account-Based Customer Success.
Abby Connect Virtual Receptionists
DECEMBER 27, 2018
B usinesses and individuals will have to find an accountant or CPA to help them file their taxes. The year is about to end, and the next tax season is just around the corner. Small Business & Entrepreneurs Tips & Tricks Customer Service
ClientSuccess
JUNE 17, 2019
In today’s world of SaaS customer success, most CSMs and/or Account Managers are held to some sort of revenue goal. This is what’s commonly known as joint account planning. Here are 5 tips for aligning better with clients through joint account planning: 1.
Kapta
OCTOBER 2, 2017
The terms Key Account Management and Customer Success are often used interchangeably within organizations. Key Account Management Versus Customer Success. The goals of both Key Account Management and customer success are to retain and build relationships with customers. For a more detailed look at how they’re different, here are some insights on how Key Account Management and customer success departments approach a few major topics: Client Focus.
Method:CRM
JANUARY 8, 2019
Without a good construction accounting software, businesses will likely collapse. Important considerations for your accounting software. Determine what your construction company needs in its accounting software. Determine if your current accounting software meets those needs. The accounting ecosystem you can’t ignore. Any good accounting software has an important but also limited value to a business when used alone.
Abby Connect Virtual Receptionists
APRIL 2, 2018
Accounting services are a hot commodity. Businesses of all sizes require accounting professionals’ assistance throughout the year to manage their accounts and assist them in filing taxes.
Amity
NOVEMBER 28, 2016
Over the last 15-odd years, it has been made even more challenging and interesting thanks to a little thing called account-based marketing; a type of B2B marketing that everyone is excited about, but which very few companies do the right way.
Kayako
OCTOBER 23, 2017
That’s because so many departments are involved in the feedback process: Support receive it, marketers ask for it , and product managers solicit it, but few departments are held accountable for making use of feedback. Assign accountability for a customer feedback loop.
Influitive
NOVEMBER 16, 2016
People just can’t stop talking about account-based marketing (ABM). With new technologies to help organizations scale, and a shifting focus on the customer experience, the age-old strategy of focusing your marketing efforts on a shortlist of your most desired accounts has suddenly become all the rage. Account Based.
Influitive
MAY 12, 2016
That’s one reason why account-based marketing has become a popular strategy in recent years. Instead of “spraying and praying” broad marketing messages, ABM requires brands spend time crafting ultra-personalized campaigns targeted at specific accounts.
Amity
MARCH 24, 2017
My goal at Influitive was to systematically increase retention and to create growth opportunities within existing accounts. Along the way, we uncovered a few core factors that every Customer Success and Account Management team should have as part of their process: 1.
Amity
AUGUST 30, 2018
Companies that don’t want to miss out on the trend of branding themselves as “customer-centric” might consider repackaging an existing team, like Account Management, as Customer Success. Customer Success is much more than just a feel-good name for Account Management.
Kapta
SEPTEMBER 19, 2016
As a key account manager, it’s vital that you engage in Customer Success content that is insightful, valuable, and relevant, giving you that competitive edge to deliver amazing service to your clients. Here are eight Customer Success blogs every key account manager should read to stay on the cutting edge of their business. We have tons of great resources for Customer Success and Account Management professionals.
PeopleMetrics
MAY 4, 2018
Tax season is finally over, and many accounting and tax services providers are coming back online and starting to think of how they can improve in 2019. Before trying to decipher which improvement initiative will yield the highest impact, accounting and tax service providers can skip the headache entirely by simply asking clients what they can do better next year.
Influitive
JANUARY 16, 2017
Account-based marketing (ABM) is one of the hottest marketing trends right now—and with good reason. Today’s customers don’t want to be treated like just another email address. They expect personalized, relevant experiences. According to a study by Walker, the customer experience is expected to overtake product and price as a company’s key brand differentiator by.
Amity
JANUARY 20, 2017
Companies that don’t want to miss out on the trend of branding themselves as “customer-centric” might consider repackaging an existing team, like Account Management, as Customer Success. Customer Success is much more than just a feel-good name for Account Management.
Abby Connect Virtual Receptionists
MARCH 1, 2019
As a business owner, you can’t run all aspects of your company by yourself. If you don’t have an in-house receptionist to assist your business, a live receptionist service can give you the support you’re looking for. Small Business & Entrepreneurs
Influitive
MARCH 7, 2017
Account-based marketing (ABM) is one of the hottest marketing trends of 2017. According to SiriusDecisions, 58% of B2B companies planned to invest in ABM technology or services last year. However, many companies only use traditional tactics, like retargeted ads and email nurtures, to engage ideal prospects. But these techniques won’t help you build authentic relationships.
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