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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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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”. 800,000 global company profiles and 15,000 reports.

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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.

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