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

Red Star Kim

Dealing with resistance to change (kimtasso.com) Look beyond marketing communications – Many of the delegates’ roles focused on marketing communications and some were keen to understand the broader business development activities. “It

CRM 130
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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. It stopped using the OnePlace name in February 2023.

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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

As well as considering the grading of clients and referrers for the firm or particular teams there was recognition of the value of guiding each fee-earner to focus on: Critical clients, prospects and referrers (around 10) Key relationships (around 150 – see Dunbar’s Law in Client relationship management (CRM) – how many close social (kimtasso.com) (..)

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PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

Red Star Kim

Professional Marketing Forum Conference 2021 PM Forum (kimtasso.com). 25th Professional Marketing Forum Conference Report (kimtasso.com). Professional Marketing Forum conference September 2019 (kimtasso.com). Professional Marketing Forum Conference report 2018 (kimtasso.com).