Red Star Kim

SEPTEMBER 29, 2023

One delegate question was “ What tips to engage fee earners with investing time and data into the CRM systems?”. How happy are you with your CRM (and integrated mailing, analytics and relationship management capabilities)?

Marketing 130

Marketing Stakeholders Digitalization Communication 130

Red Star Kim

FEBRUARY 8, 2024

Connected leadership – How professional relationships (kimtasso.com) Competitors – Analyse who your major competitors are advising and adapt their targeting methods (I’m a little uncomfortable with the current trend to use LinkedIn to review your competitors’ contacts and target them yourself!)

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Red Star Kim

JUNE 16, 2022

Alongside generating new business directly from clients and developing existing client relationships, referrer management was seen as vital to generate revenue and profit – particularly for those reliant on commercial transactions in B2B and consumer clients in B2C. 20% Very good. 60% Average. 0% Inadequate.

Management 130

Management Key Account Management Digitalization Communication 130

Red Star Kim

SEPTEMBER 26, 2022

These articles relate to marketing qualifications: New CIM professional marketing qualifications – 2020 (kimtasso.com). In the past, many assistants had found limitations in their CRM systems and client data – making digital marketing and relationship management difficult – but this is no longer an issue for many.

Digitalization 147

Digitalization Media Marketing Communication 147

Red Star Kim

FEBRUARY 6, 2023

Client Relationship Management (CRM) systems are the foundation upon which the success of professional services firms’ marketing relies. Those with roles in CRM, digital marketing, analytics and data stewardship will live and breathe the challenge of data quality and data compliance (GDPR). Hooray to that!

Marketing 26

Marketing Artificial Intelligence CRM Digitalization 26

Red Star Kim

APRIL 12, 2023

Previously, my proactive activities were large projects that I took on e.g. implementing an experience database, a tidy up of our CRM systems. In my first week, the week before Christmas, I worked on four pitches. How do you get around fee-earners who are slightly sceptical about M&BD and aren’t as responsive to ideas or concepts?

Media 130

Media Marketing B2C Stakeholders 130

Showpad

MAY 7, 2021

For clear reasons, 2020 was a watershed year for sales — and business at-large. Social distancing guidelines and lockdown restrictions made it largely impossible to visit clients in-person. Integration with other solutions, like CRM, calendar scheduling and social media. All sorts of sales activities online shifted.

Sales 59

Sales Digitalization Onboarding Remote Working 59

Zendesk

FEBRUARY 10, 2021

In 2020, the office went virtual. Client relationship management systems , or CRMs, are also SaaS-based, as are many customer service and support solutions. Included with all Enterprise accounts, Zendesk Sunshine is an open, flexible CRM platform that’s native to AWS. But it’s not the only way.

Internet 52

Internet Software Software Customer Experience 52

PandaDoc

NOVEMBER 16, 2023

This is where the right quoting software steps in to strengthen your CRM, fusing customer relationship management and advanced quoting processes under one roof. Key takeaways CRM with an integrated quoting process reduces response time to customer inquiries, which is essential for achieving a cutting-edge sales pipeline.

CRM 52

CRM Software Software e-Learning 52

Apptivo

OCTOBER 21, 2021

And that’s why client relationship management tools or CRM tools have been on the rise. The CRM industry had a value of $52.64 billion in 2020 , showing a growth rate of 10.1%. But what is a CRM? What A CRM Does. Practices To Optimize Your CRM. Learning how to manage a CRM is one thing.

CRM 98

CRM Healthcare Digital Transformation Software 98

Red Star Kim

APRIL 24, 2023

Only 21% of clients report a high-quality ongoing dialogue with their main partner outside of a matter-related discussion. This leaves a lot of room to develop client relationships”.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Cybersecurity 26

Red Star Kim

DECEMBER 9, 2022

Research conducted by Remit Consulting into rent collection levels across more than 18,350 properties during the first few days of April 2020 showed the extent of the impact of Covid-19 on the UK’s property market. Professional Services Thought leadership update – (kimtasso.com) FTI, Bidwells, Grist and Fieldfisher (November 2020).

Leadership 26

Leadership Marketing Future of Work Profitability 26

Red Star Kim

MARCH 16, 2023

If the data isn’t being captured correctly (e.g. source reporting) then it is hard to measure the referrals. This will also have an impact on SMART objectives Referrer management Need for vision to underpin culture change Identify key referrers by current/future value Set SMART objectives (e.g.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

Account Manager Tips

APRIL 26, 2021

Salary range for key account managers Key Account Manager Salaries in Australia In Australia, the average key account manager earns $90,000, which is 1% higher than the average wage of £89,003 for a full-time role (Source: Average Weekly Earnings, Australia, November 2020 | Australian Bureau of Statistics (abs.gov.au).

Key Account Management 242

Key Account Management Account Management Management Negotiation 242

Account Management Skills

AUGUST 24, 2021

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. We chatted about: – the importance of having a client development plan. – how to avoid client churn.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Red Star Kim

MARCH 22, 2023

Published in 2020, this book (written at the start of the Covid pandemic) fits the bill – it’s relevant, practical, easy to read and apply. SO here’s a book review: Connected leadership – How professional relationships underpin executive success by Andy Lopata. And quick to read at just 150 pages.

Leadership 130

Leadership Media Client Relationships Innovation 130

PandaDoc

APRIL 3, 2023

The fact that inside sales relies on remote selling also means that your teams are more flexible and adaptable when it comes to unpredictable events, such as the 2020 pandemic. By building up that trust , your sales reps ensure they’ve got amazing client relationships. They can work from home, the office, or a hybrid of the two.

Sales 52

Sales Decision-making Client Relationships Software 52

Account Management Skills

DECEMBER 19, 2022

Now, Dan runs a New Business Mastermind programme for Cactus, and was also recognised as one of BIMA’s top 100 Most Influential People in digital and tech in 2021, and for business development in 2020, and 2021. So for clients, it might be active clients, lapse clients, dormant clients, revisit those lists and re-engage those people.

Marketing 52

Marketing Account Management Management Onboarding 52

Red Star Kim

SEPTEMBER 6, 2022

The role of community, gossip and belief are touched on and there’s reference to Dunbar’s Law (see Client relationship management (CRM) – how many close social (kimtasso.com) ). Book review: Neuroscience for organizational change by Hilary Scarlett (kimtasso.com) May 2020.

Communication 130

Communication Facilitation Leadership Stakeholders 130