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

Red Star Kim

It was interesting to learn how Business Development Executives work with managing client relationships”. Conduct a personal gap analysis – “By considering all the things that a proactive marketing/BD executive could do and talking to other delegates I have discovered some gaps in my knowledge and skills that I aim to remedy”.

CRM 130