Red Star Kim
JUNE 15, 2023
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?
Red Star Kim
JANUARY 5, 2023
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.
Red Star Kim
FEBRUARY 8, 2024
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.
Red Star Kim
SEPTEMBER 26, 2023
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.
Red Star Kim
SEPTEMBER 8, 2023
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.
Red Star Kim
SEPTEMBER 5, 2023
Topics include: Professional and Practical skills for Marketing & BD Assistants, The Proactive Marketing Executive and Future Marketing Manager. And skills workshops on: Assertiveness, Commerciality, Creativity, Coaching, Consulting, Engagement and buy-in, Selling, Thought Leadership and Writing.
Red Star Kim
DECEMBER 5, 2023
| Microsoft Dynamics 365 CRM Software | Infor CRM SLX (In 2014, Infor acquired Saleslogix from Sage) What is Intapp CRM? Another delegate suggested using monday.com | A new way of working to integrate all action lists and help avoid being overwhelmed by so many tasks. Sometimes marketing and sales system are not integrated.
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