Remove 2017 Remove Client Relationships Remove Key Account Management Remove Sales
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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

At the recent PM Forum workshop on “Selling processes and sales skills for marketing and business development professionals” we focused on sales and selling challenges in professional services. Delegates from legal and accountancy practices in the UK and overseas (Brussels and Amsterdam) shared how to tackle those challenges.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

At the recent Business Development for Professionals – 2024 Virtual Conference – MBL Seminars I presented a session entitled “Supporting Fee-Earners in Sales Targeting”. I’ve summarised the key points here as a supplementary learning resource for the delegates.

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

Red Star Kim

Sometimes marketing and sales system are not integrated. And there was the added complication of long sales cycles. 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

What will clients/referrers be interested in?). And incentive and reward systems drive attention on short term sales rather than long term relationships. To complicate matters, the structure of many firms means people operate in silos. Another cultural shift. Internal communication – Why, how and what (kimtasso.com).

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Book review: Neuroscience for learning and development by Stella Collins

Red Star Kim

For example, learning a sales process including documents and offers for clients that use colour and images to explain simply. Topics include: Professional and Practical skills for Marketing & BD Assistants, The Proactive Marketing Executive and Future Marketing Manager. Some were particularly noteworthy.