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Referrer Management Strategies – Rationale and Challenges

Red Star Kim

I’ve summarised some of the main “back to basics” themes emerging from discussions: Referrer Management Strategies – Rationale and Challenges. Rationale – Key reasons to develop referrer management strategies . For some services, referrer management is the only effective strategy. . Observe the Pareto principle.

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

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.

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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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Operationalize Personas to Meet Your 2013 Goals

SBI Growth

Do you want to increase sales and meet your 2013 goals? How do I enable sales managers to reinforce the use of the persona? What changes do I need to make to our CRM or Sales Force Administration Tools? This is why we see forecasting and sales performance management baked into the sales process.

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Top 5 Sales Rep Behaviors to Change in 2013 – with HR’s Help

SBI Growth

Can you count on your current Sales Rep behaviors to “Make the Number” in 2013? Sign up for our Make the Number tour to learn more about how top performing companies will change Sales in 2013. These are the behaviors to change among Sales Reps for 2013 followed by actions HR should take to help make this happen.

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Rainmaking best practice in professional services firms (Selling behaviours)

Red Star Kim

McDermott Will & Emery has a unique approach to business development, a key component of which is a global training program for partners on managing their networks. At the end of each day, he emails notes to his direct reports, who feed them into Marathon’s CRM system. The firm has grown from $800 million to $1.8

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Salesforce vs. HubSpot vs. Insightly

Insightly

Salesforce, HubSpot, and Insightly are three prominent customer relationship management (CRM) platforms, each offering unique features and functionalities tailored to diverse business needs. Thus, from the beginning, Salesforce had its roots in the enterprise space as a CRM. In 2015, HubSpot added a CRM component.

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