Remove 2015 Remove Client Relationships Remove Digitalization
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28th PM Forum Conference: Organisational culture, mentoring, digital distraction, ESG and client experience (2023)

Red Star Kim

28 th PM Forum Conference: Organisational culture, mentoring, digital distraction, ESG and client experience (2023) Reprinted from PM Magazine With 100+ people enjoying coffee in bright orange TUC mugs, the buzz heightened to good vibrations: Connecting with familiar faces and new friends, both old hands and the next generation.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

And I’ve noted the highlights of the sessions by other speakers (How the BD function can be more influential, Rethinking your online strategy, Digital marketing maturity and Best practice for KAM) below. Capacity planning – Research suggests that humans can probably manage a maximum 150 to 250 close relationships.

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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. The OnePlace legal client relationship management system was acquired by InTapp in 2019. OnePlace/Intapp Another delegate mentioned he liked using this system.

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Insights into the needs of the latest generation of M&BD Assistants

Red Star Kim

And where they want to spend more time in the future: 30% digital marketing, content marketing and social media. 30% something else (comments included integrated marketing campaigns and key client programmes). 56% of delegates felt that the digital strategy at their firm really good, 33% average and 11% said that it needed improvement.

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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

There were comments that it was unusual for people to be in the office so face time and in person meetings – where it is easier to develop rapport, trust and solid working relationships – were rare. Geographical and psychological distance can seem larger when in a digital space.

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How to Boost Sales Productivity with Account Planning

Upland

This key component of account planning involves analyzing current client relationships to uncover areas where additional products or services could be beneficial. Your sales teams can expand your offerings within known accounts, leveraging established trust and empathy with clients. We built a brilliant relationship,” she says.

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Marketing technology system review – Clean contact data with Cirrom

Red Star Kim

Vuture – his first martech contribution in the digital marketing space – is a recognised and trusted system for many professional services firms. Data is the lifeblood of both traditional and digital marketing. Although HubSpot has suggested the figure is closer to 22% with data from 2013-14 Database Decay Simulation (hubspot.com) ).