2017, Client Relationships, Interpersonal Skills and Meetings

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2017

Client Relationships

Interpersonal Skills

Meetings

Selling challenges in professional services: Sales processes and skills

Red Star Kim

NOVEMBER 1, 2023

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.

Key Account Management

Key Account Management Account Management Value Proposition Client Relationships

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

Red Star Kim

DECEMBER 5, 2023

There were comments that it was unusual for people to be in the office so face time and in person meetings – where it is easier to develop rapport, trust and solid working relationships – were rare. Finding ways to meet with people in real time (such as at social events) can help.

CRM

CRM Marketing Interpersonal Skills Client Relationships

Strategic Accounts Today

Selling challenges in professional services: Sales processes and skills

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

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