Red Star Kim

APRIL 17, 2023

Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information. Social media was used by all firms but to varying degrees – there was less activity in sharing joint content and endorsements/recommendations than other methods.

Management 130

Management Manufacturing Client Relationships Facilitation 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

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

MARCH 22, 2023

The 2022 book Book review – Great networking by Alisa Grafton (kimtasso.com) provides more detailed advice from a young corporate lawyer on networking for professional services). And he mention’s Dunbar’s law ( Client relationship management (CRM) – how many close social (kimtasso.com) ).

Leadership 130

Leadership Media Client Relationships Innovation 130

ACT

MARCH 21, 2023

Emerging hopes for economic recovery in 2022 quickly faded with Russia’s invasion of Ukraine, and rising commodity prices and inflation rates signaled that a worldwide recession might be lurking around the corner. In this blog, we’ll delve deeper into the current professional services market and discuss a few noteworthy industry trends.

Digital Transformation 52

Digital Transformation Remote Working Artificial Intelligence Client Relationships 52

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

Red Star Kim

SEPTEMBER 26, 2022

This 2022 book on networking (written by a young lawyer in the City of London) offers good advice Book review – Great networking by Alisa Grafton (kimtasso.com). 80% were happy or really happy with their firm’s CRMs. New Marketing and Business Development Assistants (kimtasso.com) March 2022.

Digitalization 147

Digitalization Media Marketing Communication 147

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) ). Nine Change Management insights (May 2022) (kimtasso.com) May 2022. developing a private client practice (kimtasso.com) June 2016.

Communication 130

Communication Facilitation Leadership Stakeholders 130

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. Do you feel there is a lot of crossover between them?”

Media 130

Media Marketing B2C Stakeholders 130

Red Star Kim

DECEMBER 9, 2022

This thought leadership campaign for Arcadis hit the headlines in November 2022 when it won an award for Best International Campaign in the B2B Awards. The Sustainable Cities Index 2022 championed a new vision of city success, redefining prosperity to incorporate people and planet as well as profit. The challenge. The campaign.

Leadership 26

Leadership Marketing Future of Work Profitability 26

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 24, 2023

Yet there was an interesting article In March 2023 17 Top Reasons Lawyers Don’t Call Their Clients – The BTI Consulting Group “High-quality voice dialogue between clients and their relationship partners remains rare. This leaves a lot of room to develop client relationships”.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Cybersecurity 26

Account Management Skills

DECEMBER 19, 2022

I’m just going to go and read that other web page, read that case study, read that blog post, maybe give you a call to explain that a little bit more. The second thing and a second tip, I would say from a referrals basis is going through whatever you use, the agency uses as a CRM. And we are recording this in mid-November 2022.

Marketing 52

Marketing Account Management Management Onboarding 52