Red Star Kim

JUNE 16, 2022

The MBL workshop on Referrer and Intermediary Management earlier this week combined those in front-line fee-earning roles (e.g. employment and family solicitors) with those from marketing and business development in legal, tax, wealth management and property firms. content management, events etc) in which they should do so.

Management 130

Management Key Account Management Digitalization Communication 130

Account Management Skills

MAY 20, 2024

Why the account manager ‘permission line’ is stopping growth When agency owners seek training for their account managers, they typically want to fix their team’s lack of ability to deliver good client service.

Account Growth 52

Account Growth Account Management Client Relationships Profitability 52

Red Star Kim

MARCH 22, 2023

This book addresses networking (both in person and through social media), personal brand, internal collaboration, selling and referral management. Nurturing professional relationships He offers a simple tool as part of your referral strategy to grade potential referrers on willingness to refer, understanding and opportunity.

Leadership 130

Leadership Media Client Relationships Innovation 130

Red Star Kim

SEPTEMBER 29, 2023

And also to support cross-selling and enhance the client experience. Growth of digital marketing and content management The team mentioned the need for engagement reports to show the performance of each post and fee-earner as well as for entire teams, services, sectors and campaigns.

Marketing 130

Marketing Stakeholders Digitalization Communication 130

Red Star Kim

NOVEMBER 2, 2023

McDermott Will & Emery has a unique approach to business development, a key component of which is a global training program for partners on managing their networks. Over the past five years, the firm has trained over 500 partners, resulting in stronger client relationships and helping increase firm revenue.

Client Relationships 130

Client Relationships CRM Financial Services Decision-making 130

Red Star Kim

SEPTEMBER 6, 2022

I haven’t reviewed a book on the topic of internal communication and yet it’s a vital element of marketing, branding, organisational culture, change management and leadership. Line managers matter. So here’s a book review: Influential internal communication by Jenni Field. It’s about the business. Come with data, leave with respect.

Communication 130

Communication Facilitation Leadership Stakeholders 130

Red Star Kim

SEPTEMBER 5, 2023

The 2019 second edition of this book (subtitled “How to apply neuroscience and psychology for improved learning and training” ) provides fascinating insight and practical ideas to incorporate neuroscience into learning and development initiatives. It’s published by CIPD (Chartered Institute of Personnel and Development) and Kogan Page.

Facilitation 147

Facilitation e-Learning Emotional Intelligence Key Account Management 147

Showpad

SEPTEMBER 6, 2019

With help from Marketing, Sales can develop their “digital brand” to add value to client relationships. Sales coaching won’t work without commitment from management; however, there is technology that supports coaching efforts and keeps reps on their toes. Read this piece for establishing a social selling strategy. .

B2B 45

B2B Client Relationships Sales Digitalization 45

Red Star Kim

NOVEMBER 24, 2023

Transforming your firm’s culture – Professor Vlatka Hlupic Self-effacing Vlatka described the “quiet quitting” disengagement that needs a “purpose and people-led” management revolution to overcome toxic cultures. To future-proof client relationships using clarity, empathy, commitment and flair.

Digitalization 130

Digitalization Leadership Marketing Brainstorming 130

Hubspot Sales

NOVEMBER 1, 2019

When the housing market is booming, you have new clients coming in left and right, and you’re landing sale after sale, the last thing you want to do is hunt through a messy spreadsheet to track your client information. Manage your sales pipeline in one place. no more hunting through spreadsheets). Automate tasks and workflow.

CRM 116

CRM Communication Management Marketing 116

Red Star Kim

MARCH 16, 2023

We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. While we discussed various tools and methods to promote cross-selling and referral management, a key theme emerged around changing culture. Another cultural shift.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

Red Star Kim

APRIL 12, 2023

It’s great that people have a vested interest but it can be hard to manage and get a final sign off”. There is a wide spectrum of engagement across the firm What can I do to motivate fee-earners and Client Relationship Partners (CRPs) to communicate better with the M&BD to ensure we are providing clients with the best service?

Media 130

Media Marketing B2C Stakeholders 130

Red Star Kim

SEPTEMBER 26, 2022

An early poll asked about their interest in the modules of the session: 50% were most interested in tactical marketing/communications, 30% in client and referrer management relationship practices and 20% in all aspects (including strategy). Marketing Manager Apprenticeship – a Level 6 Qualification (kimtasso.com).

Digitalization 147

Digitalization Media Marketing Communication 147

Red Star Kim

NOVEMBER 22, 2022

In recent workshops we have explored the use of creativity techniques to resolve client service issues, co-create solutions and improve client relationships. Business case – Agree investment with firm and client. Managing client complaints – Process, anger and apologies (kimtasso.com).

Brainstorming 130

Brainstorming Innovation Client Relationships Marketing 130

Account Management Skills

AUGUST 24, 2021

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Red Star Kim

NOVEMBER 18, 2022

Leor Franks of Kingsley Napley – a member of both the PM Forum and Managing Partners’ Forum – chaired the event. He advised delegates to focus on three key takeaways bearing in mind 4Rs: Recognition, Reputation, Relationships and Revenue. Firms were urged to go back to basics in terms of managing client expectations.

Value Proposition 130

Value Proposition Procurement Innovation Leadership 130

Insightly

DECEMBER 23, 2021

A Customer Relationship Management (CRM) system is the nerve center of all your customer-facing operations. CRM systems facilitate frictionless transitions from leads to prospects to customers by mapping customer relationships. How do you manage ongoing customer/client relationships? Lead management.

CRM 90

CRM Software Software Facilitation 90

Red Star Kim

FEBRUARY 6, 2023

Client Relationship Management (CRM) systems are the foundation upon which the success of professional services firms’ marketing relies. Running Cirrom across our entire CRM gives me confidence that our data is accurate and up-to-date, empowering our CRM Manager to focus on more strategic work. Hooray to that!

Marketing 26

Marketing Artificial Intelligence CRM Digitalization 26

Account Management Skills

NOVEMBER 21, 2022

Given the current unstable economic climate, client retention for agencies is a real top priority right now. They have won over 70 industry awards, notably Google’s best digital agency in EMEA in 2019. I hadn’t really been trained professionally as an account manager. And I just thought I’d jump for it.

Digitalization 104

Digitalization Account Management Marketing Leadership 104

PandaDoc

APRIL 5, 2023

It also affects clients, partners, distribution channels, and other parties involved. The ultimate goal is to enable salespeople to focus on closing deals and developing client relationships and spend less time on routine tasks. Looking for a quote management software?

Sales 52

Sales Logistics CRM Prioritization 52

Deep Insight

NOVEMBER 29, 2021

There’s a lot of talk at law firms about client relationships. But for many clients these can still seem hollow words based on one-way relationships. Robert Millard and John O’Connor explore how firms that are trying to embrace true client centricity are setting themselves apart. But what keeps clients loyal?

Client Relationships 52

Client Relationships Leadership Decision-making Procurement 52

Miller Heiman Group

AUGUST 19, 2019

The Sales Performance Meter is built on research from CSO Insights in the 2019 World-Class Sales Practices Study. First, the report examines your customer engagement, including the processes, methodologies and skills that your teams use to initiate and manage opportunities, including sales, customer success and customer service.

Prioritization 57

Prioritization Client Relationships Organization Sales Training 57

Account Management Skills

JANUARY 9, 2023

And if you’re listening to this at the beginning of 2023, and you want this year to be the year that you not only retain your agency accounts, but you grow your accounts, you can also connect with me on LinkedIn and let’s talk about training for either you in your account management role, or a member of your team. So we did that.

Account Management 52

Account Management Insurance Digitalization Decision-making 52

Nutshell

APRIL 10, 2020

Customer relationship management (CRM) software makes it easier to handle your sales processes from beginning to end. For instance, most sales managers are constantly trying to find better ways to: • Identify, qualify, and follow up with leads. Effectively prioritize sales tasks. Increase efficiency among your sales team.

CRM 71

CRM Profitability Sales Prioritization 71

Nutshell

APRIL 10, 2020

Customer relationship management (CRM) software makes it easier to handle your sales processes from beginning to end. For instance, most sales managers are constantly trying to find better ways to: • Identify, qualify, and follow up with leads. Effectively prioritize sales tasks. Increase efficiency among your sales team.

CRM 71

CRM Profitability Sales Prioritization 71

SmartKarrot

APRIL 24, 2020

When the convergence of low customer retention rates and higher churn, creates a deadlock in business growth, ‘ client success manager ’ comes in. What is Client Success? What is a Client Success Manager? With a 34% growth rate in 2019, customer success specialist is one of the top emerging jobs in 2020.

Management 11

Management Account Management Acquisition Value Proposition 11

Account Management Skills

AUGUST 2, 2021

My goal as always, for you is to come away with helpful tips, ideas, golden Nugget nuggets of wisdom, and reminders for how to keep and grow existing client relationships. Tip 2: Getting clients with Marcus Cauchi. Tip number two for getting client business, I’m taking it from Episode Three.

Account Management 52

Account Management Client Relationships Management Meetings 52

SBI

APRIL 29, 2019

With large enterprise clients top of mind, Revegy used the UI design to streamline workflows, eliminate clicks and strategically leverage color to simplify work for distributed teams that manage complex client relationships and goals. Opportunity Management. Opportunity Management. Media Contact.

Account Planning 31

Account Planning Client Relationships Software Software 31

Red Star Kim

APRIL 24, 2023

Telephones in the client journey and client experience mapping Firms often have processes, procedures and protocols for managing telephone calls – both inbound and outbound. This means that extra attention is required to how those calls are managed. This leaves a lot of room to develop client relationships”.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Digitalization 26

Account Management Skills

MARCH 20, 2023

On this episode, we’re talking about the split between the agency Account Manager and the agency Project Manager role, with Kate Vines and Kio Aghoghogbe from Hallam. The way they do that is based entirely on clients feedback and results, so that is quite an accolade to have. So a very warm welcome Kate and Kio.

Digitalization 52

Digitalization Account Management Decision-making Management 52

Account Management Skills

JUNE 29, 2021

This is part one of a two part interview with Simon Rhind-Tutt and Carey Evans from Relationship Audits and Management. They’ve put together a report summarising what clients are telling them about agencies. So relationship audits and management, essentially, listen for what’s not being said, with your clients.

Account Management 40

Account Management Meetings Onboarding Client Relationships 40

SBI

OCTOBER 28, 2019

Atlanta, October 28, 2019 — Revegy , the enterprise account planning platform for revenue optimization, rolled out two new features in its Fall Release: Whitespace+ and Contacts+. Renewal information to help manage timelines and prioritize tasks. Assess the strength of relationships through email interaction activity.

Account Planning 20

Account Planning Decision-making Acquisition Client Relationships 20

Account Management Skills

DECEMBER 28, 2021

If you don’t want to miss an episode of this podcast and want to receive tips for improving your agency account management skills, then please sign up for my newsletter and make sure to connect with me on LinkedIn. And then in September 2019, I founded Olim. It’s often the source of client friction.

Communication 52

Communication Account Management Government Meetings 52