article thumbnail

PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

Red Star Kim

PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback. The event took place on September 29 th 2022. Client Experience Management (CEM) in professional service firms (kimtasso.com) 2016. This article was published in the latest edition of PM Forum Magazine.

article thumbnail

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

Red Star Kim

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. 17% spent 1-10% of their time selling.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

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

Red Star Kim

It was interesting to learn how Business Development Executives work with managing client relationships”. Conduct a personal gap analysis – “By considering all the things that a proactive marketing/BD executive could do and talking to other delegates I have discovered some gaps in my knowledge and skills that I aim to remedy”.

CRM 130
article thumbnail

Selling challenges in professional services: Sales processes and skills

Red Star Kim

Protectionism – Some fee-earners could be insecure and defensive about sharing client information and relationships. The culture and rewards systems sometimes worked against integrated client teams. Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking.

article thumbnail

Rainmaking best practice in professional services firms (Selling behaviours)

Red Star Kim

Over the past five years, the firm has trained over 500 partners, resulting in stronger client relationships and helping increase firm revenue. McDermott Will & Emery has a unique approach to business development, a key component of which is a global training program for partners on managing their networks.

article thumbnail

Spotlight on Richard Chaplin, PM Forum and Managing Partners’ Forum

Red Star Kim

And I hope this professional relationship and friendship lasts many more years… PM Forum PM Magazine: PM Forum PM Forum training: PM Forum Managing Partners’ Forum (mpfglobal.com) Leadership Development Programme Related articles Managing Partners’ Forum Strategy Summit (kimtasso.com) July 2023 Being more strategic – Case studies (..)

article thumbnail

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

Red Star Kim

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. The OnePlace legal client relationship management system was acquired by InTapp in 2019. OnePlace/Intapp Another delegate mentioned he liked using this system.