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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. Selling challenges in professional services: Sales processes and skills. Their fee-earners are often in the same boat.

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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. The OnePlace legal client relationship management system was acquired by InTapp in 2019. It stopped using the OnePlace name in February 2023.

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Weekly Sales Enablement News Roundup – September 6, 2019

Showpad

These news and tips will help you revamp your Sales and Marketing strategies for continued success into the end of the year. Are your Sales reps having trouble selling new products? Where Marketing Meets Sales?Building With help from Marketing, Sales can develop their “digital brand” to add value to client relationships.

B2B 45
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Rainmaking best practice in professional services firms (Selling behaviours)

Red Star Kim

As an fan of Challenger sales (and the variant Insight Selling Insight selling – building on consultative selling models (kimtasso.com) I was delighted to see that one of the originators – Matthew Dixon – turned his focus to selling in professional services. Rainmaking best practice in professional services firms (Selling behaviours).

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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. It was interesting to learn how Business Development Executives work with managing client relationships”.

CRM 130
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How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

Red Star Kim

And also to support cross-selling and enhance the client experience. The need for clear aims that could be measured at different stages of the engagement and sales cycle were mentioned. There was advice to consider which personalities worked well together and how to make things relevant to topical issues yet still stand out.

Marketing 130
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Referrer Management – Capacity and Capability

Red Star Kim

Others observed that too often there was a transactional rather than a relationship focus on the data. And the problem was compounded with extraordinarily long lead times for sales through complex decision-making processes in professional services. Some looked to LinkedIn’s Sales Navigator to drive data and process.