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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. Processes and skills for managing opportunities and pipelines can be lacking. Time and capacity – Many fee-earners are stretched and compelled to manage large amounts of client work under heavy time pressures.

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

Red Star Kim

| Microsoft Dynamics 365 CRM Software | Infor CRM SLX (In 2014, Infor acquired Saleslogix from Sage) What is Intapp CRM? 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. Sometimes marketing and sales system are not integrated.

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Coaching and Consulting – People and Problem-Solving skills

Red Star Kim

MBD executives, advisors, managers, client services executives and BDMs from law firms, economics and management consultancies joined a PM Forum workshop on “Coaching and Consulting Skills for Marketing and Business Development”. You might draw on coaching and mentoring skills to help facilitate and vice versa.

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Book review – Can we start again? The patterns of NLP applied to business interactions by Daryll Scott

Red Star Kim

– Kim Tasso July 2012 Conversation skills book review 3: Conversational intelligence (kimtasso.com) May 2023 An introduction to presentation skills – Easy as ABC (Video) (kimtasso.com) March 2022 Non-Verbal Communication (NVC) – the basics (Video) (kimtasso.com) August 2021 Dealing with resistance to change (kimtasso.com) March 2021 Book review: (..)

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Book review: Sales Mind – 48 tools to help you sell by Helen Kensett

Red Star Kim

She touches on the three pillars of persuasion ( Influence and persuasion skills with Aristotle and Knights and Dinosaurs (kimtasso.com). She urges you to shift from outcome orientation to a process orientation (which is the opposite of what is advocated in change management programmes).