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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

At the recent Business Development for Professionals – 2024 Virtual Conference – MBL Seminars I presented a session entitled “Supporting Fee-Earners in Sales Targeting”. Here is a summary of the sales targeting toolbox for professional services firms.

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How To Better Manage Your Cash Flow

Aepiphanni

In a Medium article written by the founder and owner, Maren Kate, she tells the story of how the company dissolved overnight in 2015 after scaling fast and not realizing beforehand that their burn rate was high. This highlights the importance of cash flow management. Measure cash flow before the money even hits or leaves your account.

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The History and Downfall of a German Wholesale Company “Wollschla?ger” – Part 3

QYMATIX

He hired Walter Göttinger as Head of E-Commerce Sales; Stephan Wild as Sales Director Europe; Patrick Saigal as Purchasing and Product Manager; Siegfried Hakelberg as a general manager. Hakelberg, a trained mechanical engineer, became the national sales manager. I WANT PREDICTIVE ANALYTICS FOR B2B SALES.

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ZoomInfo to Acquire Conversation Intelligence Leader Chorus.ai

SBI

Without Chorus, sales conversations are a major blind spot for sales leaders, especially given the increasingly digital go-to-market trends. ZoomInfo is the key centerpiece that our sales team relies on to connect with qualified leads engaging with our marketing campaigns. Morgan Stanley & Co.

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Marketing technology system review – Clean contact data with Cirrom

Red Star Kim

.” Related posts About Vuture The story of how David Brady founded the Vuture marketing agency and developed the digital marketing system in 2006 and then went on to sell it to in 2019 is covered here: The Sale of Vuture: Finding a Strategic Partner to Grow Our Company (vistapointadvisors.com) CM Group Completes $410 Million Financing and Expands (..)

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Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

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. Louise Wilson, Business Manager – Finance at Moneypenny said: “The data shows that even in an online world, we still seek the reassurance of human interaction.

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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. Process integration – Some firms separate out marketing, communications and sales functions – usually the larger firms where more specialisation is required. They may be sales-oriented and aligned to tender, pitch and bid teams.

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