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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. Processes and skills for managing opportunities and pipelines can be lacking. Time and capacity – Many fee-earners are stretched and compelled to manage large amounts of client work under heavy time pressures.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Our target markets span large and small businesses; private, public sector and not for profit sectors; centralised and decentralised buying processes; procurement and user-led purchasing behaviour. Essentially a focus on the most profitable clients. Client relationship management (CRM) – how many close social (kimtasso.com).

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Context and curiosity drive commerciality and pricing

Red Star Kim

This week’s PM Forum training workshop “Commerciality: Finance, Pricing, Innovation and Research” was attended by delegates from law, accountancy and insolvency firms. As well as marketing and business development executives and managers there were also those in specialist pricing and bid roles. Price is a major driver of profit.

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Cultivate a cross-selling culture

Red Star Kim

We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. While we discussed various tools and methods to promote cross-selling and referral management, a key theme emerged around changing culture.

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Artificial Intelligence Example to Rock Sales Controlling in B2B

QYMATIX

Their job is to manage and watch sales processes across their company. They routinely confront increasing amounts of sales data; they need to set and measure critical key performance indicators, find and suggest improvements and regularly report to management. Companies profit the most when man and machine work together.

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#013 What does a strategic conversation look like?

KAMCast

With our clients, at KAMGuru, we work heavily on developing teams to have more strategic conversations with their most important customers , ultimately forging the trusted partnerships they desire, and developing long term profitability. Since 2010, she has run a strategic digital marketing agency, Harbour 32, with her Swedish husband.