Red Star Kim

DECEMBER 5, 2023

Sometimes marketing and sales system are not integrated. And there was the added complication of long sales cycles. And it is hard to argue with evidence of client sentiment or competitor action. However, some lack systems and data for monitoring activities once leads are passed to fee-earners for follow up and nurturing.

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

Red Star Kim

APRIL 24, 2023

There have been many requests recently for inhouse training on telephone skills to support client service and selling both for fee-earners and support staff. Earlier in April I ran a public MBL “Pick up the phone – Client service and sales opportunities for professionals in the digital age” online training workshop.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Cybersecurity 26

Red Star Kim

SEPTEMBER 5, 2023

There’s information about Howard Gardener’ multiple intelligences and emotional intelligence. For example, learning a sales process including documents and offers for clients that use colour and images to explain simply. So I’m confident you could skip some of this material if necessary.

Facilitation 147

Facilitation e-Learning Emotional Intelligence Key Account Management 147