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

Red Star Kim

Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum. Key Account Management (KAM) – Research companies Larger firms may have access to research and knowledge specialists. Some firms provide templates of different types of KAM meeting types.

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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. Nervousness – Shyness, modesty, lack of confidence and fear of failure can make fee-earners reluctant to organise meetings to take the next steps in building a potential client relationship.

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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

Proactive marketing and business development executives – CRM, internal engagement and career insights. What CRM/systems would people recommend? A variety of specialist (to professional services) and mainstream CRM systems were explored. CRM and Marketing Automation Software for SMBs | Act!

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System review: CogniClick for instant, personalised research reports using AI

Red Star Kim

I had the pleasure of meeting Helen Kensett at the recent PM Forum Conference. It integrates with most CRM and email automation systems. Another valuable AI-powered tool for the MarTech armoury. So here’s a brief system review: CogniClick for instant, personalised research reports using AI.

Banking 130
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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Capacity planning – Research suggests that humans can probably manage a maximum 150 to 250 close relationships. Client relationship management (CRM) – how many close social (kimtasso.com). So using an ideal number of key relationships to focus attention can help targeting.

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The Wild West, Cher and Covid – Reflections from a Referrer Management workshop (June 2022)

Red Star Kim

Sometimes through dedicated internal campaigns and sometimes through the use of Key Account Management. It can increase their confidence knowing that there is some structure and substance to referrer meetings. shadowing or coaching) or motivation to have more face-to-face meetings. 100% Connecting (after meeting).

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How Aramex’s Young SAM Program Provides Strategic Value and Impact

Strategic Account Management Association

Aramex was the recipient of the 2021 SAMA Excellence Award for “Outstanding Young SAM Program.”. A substantial change initiative like the introduction of a strategic key accounts program requires addressing transformation efforts involving the entire organization , the applied processes and the people affected. “In