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Planning for 2016? Do This First.

Engage Selling

I’m sure you’re already thinking ahead to 2016. Wow – we’re already in December. It’s hard to believe that we’re in the final month of the year already. Time flies, doesn’t it?! But, before you pull out the planning boards and strategy documents, don’t forget to first analyze your successes and drawbacks in 2015.

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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Protectionism – Some fee-earners could be insecure and defensive about sharing client information and relationships. The culture and rewards systems sometimes worked against integrated client teams. Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking.

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Spotlight on Richard Chaplin, PM Forum and Managing Partners’ Forum

Red Star Kim

And I hope this professional relationship and friendship lasts many more years… PM Forum PM Magazine: PM Forum PM Forum training: PM Forum Managing Partners’ Forum (mpfglobal.com) Leadership Development Programme Related articles Managing Partners’ Forum Strategy Summit (kimtasso.com) July 2023 Being more strategic – Case studies (..)

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16 Things To Do in 2016 to Accelerate Your Sales

Engage Selling

Following last month’s post of what to stop doing in 2016 today, we will focus on what you can do to accelerate sales in 2016: 1. Create an Account Management plan that includes a monthly touch point with all of your current customers. This could be a phone call, business review, courtesy call, email, call […].

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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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9 ways to de-motivate an agency account manager

Account Management Skills

Not only could I recognise myself, but I have been training account managers since 2016 and can validate his findings. If you create the conditions for AMs to thrive and give them support to do a great job, they will grow your client relationships and agency business.

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Inbound Sales Day 2016

Engage Selling

Maybe you’re 100% perfect at your job. Maybe your pipeline is always overflowing with hot leads, you never have to place a cold call or send a cold email, your sales cycle is complete in a matter of days, and … Read More »

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