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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

For example, for accountants this might include Quoted Companies Alliance, UK Finance or Federation of Small Businesses. Similarly, a Key Account Management (KAM) or Account Based Marketing (ABM) approach may help. Without targeting there is the risk of “spray and pray” content being sent into the ether.

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Selling in a downturn – Are your teams being trained with the proper tools for the job?

Mercuri International

Key findings. Mercuri’s survey looked at a broad range of industries, from finance to pharma, construction to consumer goods, speaking to executives from C-level, sales, HR, and training. Companies varied in size from 50 to over 5000 employees. Learn more about Value Based Selling.

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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 Strategies – Rationale and Challenges

Red Star Kim

CRM systems used : Hubspot, Clio, LawWare, Integrated with finance system. Our systems and information for referral management are: 20% Average. Do you have a Key Account Management (KAM) programme at your firm? Key Account Management (KAM) programme (kimtasso.com). 80% 20%-50%.