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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.

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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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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Connected leadership – How professional relationships (kimtasso.com) Competitors – Analyse who your major competitors are advising and adapt their targeting methods (I’m a little uncomfortable with the current trend to use LinkedIn to review your competitors’ contacts and target them yourself!) There are many articles on both of these topics.

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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”. 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.

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Cultivate a cross-selling culture

Red Star Kim

One way is to embed the right cross-selling and referrer management attitudes and behaviours into other programmes – for example, into campaigns, content management, networking and Key Account Management (KAM). Another cultural shift. Internal communication – Why, how and what (kimtasso.com).

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

Red Star Kim

Half the delegates had a KAM (Key Account Management) programme at their firm. Social media was used by all firms but to varying degrees – there was less activity in sharing joint content and endorsements/recommendations than other methods.

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Book review: Neuroscience for learning and development by Stella Collins

Red Star Kim

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.