Remove 2020 Remove Account marketing Remove Client Relationships Remove Onboarding
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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. 800,000 global company profiles and 15,000 reports.

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Referrer Management – Capacity and Capability

Red Star Kim

We also mentioned data cleaning systems such as Cirrom Marketing technology system review – Clean contact data with Cirrom (kimtasso.com) to help with those daunting data cleansing tasks. A starting point was onboarding where data, preferences, potential and priority assessment took place.

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The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

Another aspect of the culture shock is that in professional services we refer to clients rather than customers. For example: Any thoughts on some useful language/techniques to motivate BD-shy fee-earners to commit more time/energy to BD exercises?

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