Red Star Kim

JUNE 15, 2023

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. no-data-entry CRM; relationship intelligence (ERM); revenue operations system; automatic capture of emails, meetings and referrals).

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Red Star Kim

OCTOBER 16, 2023

Most commented on the data challenges of referrer management – although accountants using PracticePortal were happy with their CRM. Sharing some CRM horror stories felt like much-needed therapy. Some commented that their client and referrer data lived in teams’ closely-guarded team spreadsheets. amongst us. Sharing is caring?

Management 130

Management Emotional Intelligence Onboarding Communication 130

ACT

AUGUST 24, 2022

If you’re an independent financial advisor , you might wonder if you really need customer relationship management ( CRM ) software. No matter what size your business is, chances are you can benefit from better efficiency through marketing and workflow automation as well as easy access to all of your client information in one place.

CRM 52

CRM Financial Services Client Relationships Media 52

Red Star Kim

FEBRUARY 8, 2024

Tools include: Analysis of past clients – Often taking the major clients (on the Pareto 80:20 rule) and looking at data over the past three years or so: source, need/issue, onboarding process, satisfaction and potential fee/profit opportunity. Client relationship management (CRM) – how many close social (kimtasso.com).

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

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

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. Another aspect of the culture shock is that in professional services we refer to clients rather than customers. In my first week, the week before Christmas, I worked on four pitches.

Media 130

Media Marketing B2C Stakeholders 130