article thumbnail

Selling challenges in professional services: Sales processes and skills

Red Star Kim

Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. Amongst the delegates were business development executives and managers with responsibility for between three and five clients as part of their firm’s Key Client Programme (KCP) or Key Account Management (KAM).

article thumbnail

Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Capacity planning – Research suggests that humans can probably manage a maximum 150 to 250 close relationships. Client relationship management (CRM) – how many close social (kimtasso.com). So using an ideal number of key relationships to focus attention can help targeting.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Cultivate a cross-selling culture

Red Star Kim

One way is to embed the right cross-selling and referrer management attitudes and behaviours into other programmes – for example, into campaigns, content management, networking and Key Account Management (KAM). Another cultural shift. Internal communication – Why, how and what (kimtasso.com).

article thumbnail

Artificial Intelligence Example to Rock Sales Controlling in B2B

QYMATIX

Expertise in sales controlling and planning requires specific data mining techniques for ERP and CRM data. As a consequence, in the last three years, the same amount of key account managers, sales reps and sales managers needed 8 % more sales controllers. What kind of experience? Chandra, V and Hareendran, A.