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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. How should firms identify their strategic accounts?

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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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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. Amongst the delegates were business development executives and managers with responsibility for between three and five clients as part of their firm’s Key Client Programme (KCP) or Key Account Management (KAM).

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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. Which CRM system do you use: 25% Hubspot, 25% OnePlace and 50% other. One delegate reminded us that CRM “bespoking” is a form of research and development (R&D) and can therefore be claimed back from HMRC.

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Update on marketing and business development (M&BD) team structures

Red Star Kim

The research team will ensure that all data and surveys are managed and integrated in central knowledge systems and integrated with CRM and performance monitoring. An allied development is those in Account Based Marketing (ABM) roles. There was a table was published in the January 2022 edition of the PM Magazine.

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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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Cultivate a cross-selling culture

Red Star Kim

One way is to embed the right cross-selling and referrer management attitudes and behaviours into other programmes – for example, into campaigns, content management, networking and Key Account Management (KAM). Another cultural shift. Internal communication – Why, how and what (kimtasso.com).