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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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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

I’ve summarised the key points here as a supplementary learning resource for the delegates. 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.

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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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Update on marketing and business development (M&BD) team structures

Red Star Kim

I presented a methodology to design marketing and BD team structures in November 2015. increasingly M&BD professionals play a part on the front line of client contact for example, as account managers) Client concentration? In this case, account managers liaise with the fee-earners.

Marketing 130
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Book review: Neuroscience for learning and development by Stella Collins

Red Star Kim

And guidance on making best use of digital training technologies. Topics include: Professional and Practical skills for Marketing & BD Assistants, The Proactive Marketing Executive and Future Marketing Manager. And an exploration of spaced repetition and spaced learning. Stories aid stickiness.

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How to help your customer’s navigate shifts in 2022 to stay ahead of the competition by leveraging digital tools?

Arpedio

How to help your customer’s navigate shifts in 2022 to stay ahead of the competition by leveraging digital tools? How to help your customer’s navigate shifts in 2022 to stay ahead of the competition by leveraging digital tools? ? We asked Jeppe Tølløse, our Account Manager and Private Equity responsible on some tips.

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

Red Star Kim

Geographical and psychological distance can seem larger when in a digital space. | Microsoft Dynamics 365 CRM Software | Infor CRM SLX (In 2014, Infor acquired Saleslogix from Sage) What is Intapp CRM? However, some lack systems and data for monitoring activities once leads are passed to fee-earners for follow up and nurturing.

CRM 130