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. We tried out various tools (e.g.

Management 130

Management Key Account Management Digitalization Communication 130

Red Star Kim

SEPTEMBER 29, 2023

The session comprises three elements: marketing and business development fundamentals, practical marketing communication and business development skills and growing your career. And also to support cross-selling and enhance the client experience. How do you stand out from your peers?

Marketing 130

Marketing Stakeholders Digitalization Communication 130

Red Star Kim

APRIL 17, 2023

As well as considering the grading of clients and referrers for the firm or particular teams there was recognition of the value of guiding each fee-earner to focus on: Critical clients, prospects and referrers (around 10) Key relationships (around 150 – see Dunbar’s Law in Client relationship management (CRM) – how many close social (kimtasso.com) (..)

Management 130

Management Manufacturing Client Relationships Facilitation 130

Red Star Kim

NOVEMBER 24, 2023

Thought leadership manual by Tim Prizeman (kimtasso.com) Walking in the client’s shoes Ben Sutton of Grant Thornton and Alain Thys took delegates on the client journey of the future. To future-proof client relationships using clarity, empathy, commitment and flair.

Digitalization 130

Digitalization Leadership Marketing Brainstorming 130

Red Star Kim

DECEMBER 12, 2023

External clients – Then of course we need to build networks amongst potential clients, existing clients and referrers. Marketing is the client’s representative within the firm. Our client relationships keeps us in touch with market changes and perceptions.

Marketing 130

Marketing Emotional Intelligence Management Leadership 130

Red Star Kim

JUNE 20, 2022

There is good advice on creating rapport such as authentic listening (including the three levels of listening ) as well as Humanist concepts such as congruence and the use of non-verbal communication and unconditional acceptance (i.e. There’s also an exploration of the need to work from the client’s agenda. Practising professionally.

Client Relationships 130

Client Relationships Facilitation Brainstorming Meetings 130

Red Star Kim

SEPTEMBER 26, 2022

Firms must ensure that internal communications and team cohesion are high on their agenda to ensure M&BD folk feel engaged. 11% supporting internal communications. Marketing and Business Development Assistants: The impact of Covid (kimtasso.com) March 2021. And have the support they need to make an impact. 11% research.

Digitalization 147

Digitalization Media Marketing Communication 147

Hubspot Sales

JUNE 29, 2023

Fortunately, tech tools can simplify the process so you have more time to build client relationships, instead of punching in data,” adds Caldwell. Bureau of Labor Statistics (BLS), the median annual wage for insurance sales agents was $49,840 as of 2021. The rate increases to over 95% when extended to five years. Image Source 2.

Insurance 101

Insurance Sales Interpersonal Skills Decision-making 101

Red Star Kim

APRIL 12, 2023

There is a wide spectrum of engagement across the firm What can I do to motivate fee-earners and Client Relationship Partners (CRPs) to communicate better with the M&BD to ensure we are providing clients with the best service?

Media 130

Media Marketing B2C Stakeholders 130

Red Star Kim

NOVEMBER 18, 2022

They have saved 10,000 hours of review time, identified 120,000 risks and acquired 20 major new clients – including some well-known brands – since launch in March 2021”. Hear the client voice. Listening to clients is a key function of M&BD and the final session is always a conference highlight. www.kimtasso.com.

Value Proposition 130

Value Proposition Procurement Innovation Leadership 130

Apptivo

JUNE 21, 2021

It could be while reaching out to a customer, follow-ups, internal communication, ticket escalations, or reaching out to someone from another department. In short, a successful partnership is a prerequisite for smooth client relationship management. What is Customer Partnership? How do I Create and Set Triggers in CRM apps?

Profitability 59

Profitability Client Relationships Innovation CRM 59

Apptivo

JUNE 8, 2021

Many businesses have found this feature to be beneficial in maintaining client relationships and providing a better sales and operations experience. It helps in the management and tracking of client transactions, communications, and interactions with the company. Steps to enable contact sync in iOS.

CRM 72

CRM Internet Client Relationships Management 72

KAMCast

APRIL 1, 2021

Compassion and empathy have been the currency in many of our client relationships and we have all become well versed in the ways of asking ‘how are you?’… ‘no, how are you really ?’ What have you noticed in your client relationships? What will the NEXT version of normal be for your business and are you prepared for it?

Key Account Management 52

Key Account Management Client Relationships Account Management Future of Work 52

Red Star Kim

APRIL 24, 2023

Telephone Confidentiality Some forms of communication are known to be confidential – for example: email (assuming good cybersecurity) and WhatsApp (encryption). Only 21% of clients report a high-quality ongoing dialogue with their main partner outside of a matter-related discussion.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Digitalization 26

Red Star Kim

MARCH 16, 2023

This included improving internal communication and collaboration as well as motivation to devote time to internal and external referrals: cultivate a cross-selling culture. Internal communication – Why, how and what (kimtasso.com). And a key theme is on culture change. They need to be focused.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

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. Does it communicate to them who we are and what we do. So we really do have an expert here. Welcome, Dan.

Marketing 52

Marketing Account Management Management Onboarding 52

SalesGlobe

AUGUST 25, 2022

So one of the things we know is that m&a activity was the greatest that ever was in the history of m&a that we have recorded in a way in 2021 and 2022. And I think we’ve always treaded lightly on that, and then potentially just communicate a lot. It’s about getting things to work from a revenue standpoint.

Acquisition 52

Acquisition Sales Decision-making Leadership 52

Account Management Skills

JUNE 1, 2021

If you’re in an agency account management role, or maybe you have a team of account managers, and you want to have a roadmap and a playbook to grow those existing accounts by adding more value, expanding the relationships and also being comfortable asking for referrals, then check out my Account Accelerator programme. Mark 02:07.

Investors 52

Investors Account Management Performance Review Client Relationships 52

Red Star Kim

SEPTEMBER 5, 2023

For any type of learning you connect neurons and change the way they communicate Brains consume about 30% of your body’s energy resources whilst being less than 20% of your body weight Dark chocolate can boost serotonin levels Your memory doesn’t get worse as you get older.

Facilitation 147

Facilitation e-Learning Emotional Intelligence Key Account Management 147

PandaDoc

APRIL 3, 2023

This means the inside sales process relies on digital communication, as well as phone calls. This also means that your inside reps’ customer relationships are founded on swift communication. The use of technology by inside sales reps, means that your team will already be communicating with many customers at once.

Sales 52

Sales Decision-making Client Relationships Software 52

Apptivo

OCTOBER 21, 2021

So it makes sense that anything that can improve a business’ relationship with existing and incoming customers is a worthy investment. And that’s why client relationship management tools or CRM tools have been on the rise. It can’t get any simpler than that. The CRM industry had a value of $52.64 And many more.

CRM 98

CRM Healthcare Digital Transformation Software 98

Hubspot Sales

APRIL 27, 2021

Hunters are good at quickly building rapport with prospects but not necessarily cultivating long-term salesperson and client relationships. An effective trapper is also adept at generating various forms of social proof, such as testimonials and case studies, to present to clients as a means of inspiring them to do business with them.

Sales 126

Sales Client Relationships Profitability Account Management 126

Account Management Skills

JUNE 29, 2021

There are six themes in total, and they talk us through each theme, share some insights, share some quotes from clients, and then, most importantly, what they believe agencies need to do about it. Are you communicating in the best way? So in 2020 and 2021. What actions do we need to take? Are you nimble enough? Jenny 16:24.

Account Management 40

Account Management Meetings Onboarding Client Relationships 40

SmartKarrot

MARCH 8, 2022

Caroline was also named one of the Top 100 Customer Success Strategists for 2020-2021. As a communicator, strategist, and leader, Lauren has been an agent of growth and success to many businesses. Catherine Blackmore. Hence her passion is to transform every business into a customer-centric place where customer satisfaction reigns.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

Account Management Skills

AUGUST 2, 2021

My goal as always, for you is to come away with helpful tips, ideas, golden Nugget nuggets of wisdom, and reminders for how to keep and grow existing client relationships. And things like that open up a whole new avenue of conversation and whole new way to add value to that relationship. GROWING CLIENTS.

Account Management 52

Account Management Client Relationships Management Meetings 52

Red Star Kim

SEPTEMBER 6, 2022

I haven’t reviewed a book on the topic of internal communication and yet it’s a vital element of marketing, branding, organisational culture, change management and leadership. This contemporary book (published in 2021) is just 200 pages and is subtitled “Streamline your corporate communication to drive efficiency and engagement”.

Communication 130

Communication Facilitation Leadership Stakeholders 130

Account Management Skills

MARCH 29, 2021

The ability to push back on a client without causing unnecessary offence. So, I think of it as sending a client to hell and helping them enjoy the trip, so to speak. So we’re not losing the client, but we’re definitely communicating something that needs to be said. But what happens there is two things.

Account Management 40

Account Management Management Client Relationships Decision-making 40