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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. Delegates were from legal and accountancy firms in the UK, Channel Islands, Germany and United Arab Emirates. How should firms identify their strategic accounts?

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Turning lemons into lemonade: Five ways to reset on customer management fundamentals in a post-pandemic world

Strategic Account Management Association

By Dave Duke, Co-Founder and CCO, MetaCX, and Joel Schaafsma, Research General Manager, SAMA. In business, it has created an opportunity to reflect on how companies are managing customers, and it has given customers a window of opportunity to re-evaluate their supplier relationships to determine which partnerships are truly valuable.

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Coaching and Consulting – People and Problem-Solving skills

Red Star Kim

MBD executives, advisors, managers, client services executives and BDMs from law firms, economics and management consultancies joined a PM Forum workshop on “Coaching and Consulting Skills for Marketing and Business Development”. But coaches resist the temptation to tell.

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Defeating the "No-Decision" Trap: The Power of Divergent Thinking

Holden Advisors

Top-performing strategic account managers get this. References: 1 Kahneman and Tversky, 1979 2 Forrester Research, Myth-busting insight, 5/25/2015 3 Alison Wood Brooks and Leslie K. They sell potential. Together, these attributes drive profitable growth for both your salesforce and your customers.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

But when we look at business development, sales and relationship management competency frameworks for fee-earners (as opposed to professional sales people) there is less clarity. Capacity planning – Research suggests that humans can probably manage a maximum 150 to 250 close relationships. Some automated systems (e.g.

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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.

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Prioritizing go-to-market-fit and getting to $800M ARR with ZoomInfo CEO Henry Schuck

Zendesk

When Schuck realized one of the company’s most valued account managers was not realizing her full potential, it was time to take action. The CDR is a team member in the account management organization. Since 2015, ZoomInfo has completed 12 M&A transactions.