Red Star Kim

JULY 1, 2025

finance), adding (cleaning) the data, training and managing use is a major project requiring significant cash and time. But there are other important stakeholders from across the firm – most importantly in IT but also in Finance, Learning & Development, fee-earner teams and other potential users.

CRM 130

CRM Suppliers Key Account Management Client Relationships 130

Planview

MAY 8, 2025

They have been a Planview AdaptiveWork customer since 2021, leveraging the platform within the Technology Transformation Finance ePMO to help centralize operations, automate manual processes, and establish a single source of truth for responsive governance and strategic execution.

Meetings 52

Meetings Energy and Utilities Digital Transformation Government 52

Hubspot Sales

MARCH 7, 2025

For example, HubSpot's latest AI Trends for Sales data shows that AI adoption in sales surged from 24% in 2023 to 43% this year. The growing emphasis on responsible AI usage particularly in areas like fraud detection and decision-making in finance reflects a strong commitment to building trust in technology, Kashyap says.

Government 45

Government Artificial Intelligence Food and Beverage Decision-making 45

Hubspot Sales

JANUARY 14, 2025

Before I get into the specifics of the real estate entrepreneur landscape and whats needed to get yourself in the door, I think its important to lay the foundation with some need-to-know statistics highlighting real estate professionals current state in their industry (from the National Association of Realtors ).

Business Planning 92

Business Planning CRM Investors Profitability 92

Red Star Kim

APRIL 5, 2023

So here are two 2023 benchmarks for law firms: The Law Society/Hazelwoods and the Institute of Legal Finance & Management (ILFM)/Crowe. It’s interesting to compare the results from the two benchmarks.

Finance 100

Finance Profitability Management Remote Working 100

Red Star Kim

SEPTEMBER 29, 2023

Updates are provided by Richard Chaplin, Jon Geldart and John Rowland together with the chairs of the Forum’s specialist groups: Management Teams Together; Finance & Operations; Strategy & Marketing; People, Performance & Culture. This compares with 84% for the Spring 2023 tracker and 71% for the Winter 2022 tracker.

Meetings 130

Meetings Government Management Finance 130

Red Star Kim

JUNE 7, 2023

Competitor analysis is discussed further here Pitching, differentiation and competitor analysis (kimtasso.com) It was interesting to read about the success of a “ one firm” strategy Capturing the value of ‘one firm’ | McKinsey (May 2023) where research across 2,000 companies shows that it pays to operate as “one firm.”

Artificial Intelligence 130

Artificial Intelligence Transportation Digital Transformation Innovation 130

Red Star Kim

NOVEMBER 24, 2023

28 th PM Forum Conference: Organisational culture, mentoring, digital distraction, ESG and client experience (2023) Reprinted from PM Magazine With 100+ people enjoying coffee in bright orange TUC mugs, the buzz heightened to good vibrations: Connecting with familiar faces and new friends, both old hands and the next generation.

Digitalization 130

Digitalization Leadership Marketing Brainstorming 130

Hubspot Sales

APRIL 11, 2023

Below, we’ll explore the factors that lead salespeople to quit, the sales landscape in 2023, and how you can retain top talent. How to Minimize Churn in 2023 Are salespeople leaving or staying at their jobs? How to Minimize Churn in 2023 Reducing attrition in your sales organization involves closely examining your culture.

Sales 126

Sales Brainstorming Leadership Insurance 126

Hubspot Sales

MARCH 8, 2023

We wanted to provide you with a list of some of the most hireable sales jobs for 2023 and beyond — so you can choose the best job for you. requires an extensive understanding of finance to back it up. But locking in on a role you can secure and grow in can be tough. The demand for certain sales roles rises and falls as time passes.

Financial Services 123

Financial Services Manufacturing Transportation Finance 123

Red Star Kim

JULY 13, 2023

My takeaways from the insightful facilitators and panellists were: Recruitment of lawyers is down on previous years whereas business support is up Increase in tax hires in law firms Increase in marketing roles (exceeding 2019 numbers) Whilst training/learning roles shrunk compared to 2019 there was an increase in employee relations roles Legal sector (..)

Management 130

Management Remote Working Acquisition Finance 130

Red Star Kim

SEPTEMBER 8, 2023

This week’s PM Forum training workshop “Commerciality: Finance, Pricing, Innovation and Research” was attended by delegates from law, accountancy and insolvency firms. Delegates then chose to focus on finance, economics and pricing. Finance fundamentals Financial awareness is another capability required by M&BD.

Procurement 113

Procurement Value Proposition Finance Artificial Intelligence 113

Red Star Kim

DECEMBER 22, 2022

The Economist – The year in 2023 (subscription required The World Ahead 2023 | The Economist ) is a good starting point for any PESTLE analysis. 62% of their superforecasters suggest global growth in 2023 (as measured by IMF) will be between 1.5% Commerciality – Finance, pricing, innovation and research (kimtasso.com).

Supply Chain 147

Supply Chain Government Transportation Digital Transformation 147

Red Star Kim

FEBRUARY 28, 2023

There was a discussion about the need for training in this area and the sharing of best practice with frequent touchpoints with finance professionals and clients. For example, the extent to which lawyer should be responsible for managing debtors and their role in credit control.

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

Red Star Kim

MARCH 30, 2023

Requests for further information about the Managing Partners’ Forum leadership development – full descriptions of the modules and prices for 2023 should be emailed to mpf@pmint.co.uk

Leadership 130

Leadership Emotional Intelligence Digital Transformation Management 130

Planview

MARCH 29, 2023

According to TSIA’s 2023 Professional Services Benchmark , services account for 25% of overall B2B tech revenue, on average. For finance leaders focused on boosting revenue and profit in 2023, paying more attention to services revenue will help them achieve their financial objectives for the year. Professional services (I.e.,

Finance 52

Finance Profitability B2B Software 52

NG Data

JUNE 27, 2024

billion in 2023. Source The post Digital Lending Statistics – The Automated Solution Changing Finance appeared first on NGDATA. Digital lending is growing rapidly, with the market valued at $11.6 Banks contribute 33% of this revenue, and small business loans make up 45% of P2P lending.

Finance 52

Finance Digitalization Banking Small Business 52

Red Star Kim

DECEMBER 12, 2023

For complex projects we must collaborate with those in other functional specialisms such as finance, technology, people and innovation. We covered a variety of hard skills (vision, strategy, finance, MBD planning) and soft skills (leadership, buy-in and influencing, personal brand, managing a team and motivation).

Marketing 130

Marketing Emotional Intelligence Management Leadership 130

Envisio

SEPTEMBER 20, 2023

The 2023 ICMA Annual Conference is almost here! Taking place in Austin, Texas, from September 30th to October 4th, 2023, this event offers exceptional opportunities for leadership development, professional growth, networking, and top-notch programming that you definitely won’t want to overlook! to 09:30a.m. to 09:30a.m.

Government 52

Government e-Learning Leadership Innovation 52

Planview

OCTOBER 16, 2023

The State of Value Stream Management Report 2023 , in particular, stands out due to its inclusivity, drawing data from respondents across various organizational sizes, ranging from nimble startups with 1-99 employees to massive enterprises boasting 50,000+ personnel.

Management 64

Management Stakeholders Healthcare Manufacturing 64

OnStrategyHQ

APRIL 24, 2023

Measure: Close rate – number of closed contracts/sales qualified leads Target: Increase close rate from 20% to 30% Data Source: CRM system Reporting Frequency: Monthly *Owner: Director of Sales Due Date: December 31, 2023 Increase the number of weekly engaged qualified leads in the sales from 50 to 75 by the end of FY23.

Profitability 105

Profitability Publishing CRM Insurance 105

Red Star Kim

JANUARY 26, 2024

Delegates from law (including the Crown Prosecution Service) and finance firms joined a workshop on “Boost Your Confidence at Work – A toolbox for professionals”. They held various roles including: head of department, partner, trainee solicitor, paralegal, legal executive, business development, recruitment and technical writing.

Meetings 130

Meetings Digitalization Communication Management 130

Red Star Kim

MAY 2, 2023

LinkedIn in-demand soft skills for 2023 In February 2023 The Most In-Demand Skills for 2023 | LinkedIn argued: “Global talent shortages have reached a 16-year high, as 75% of employers can’t find the talent they need with the right blend of technical and soft skills”.

Emotional Intelligence 100

Emotional Intelligence Leadership Decision-making Publishing 100

Envisio

MAY 16, 2023

This conference is a fantastic opportunity to network, discuss, and learn about the changes and challenges in government finance. The post Join Envisio at the 2023 GFOA Annual Conference appeared first on Envisio. We’re excited to be heading to the GFOA’s 117th Annual Conference in Portland! Safe travels.

Government 52

Government Finance Marketing Management 52

Strategic Communications

AUGUST 22, 2023

Ask for Work Samples Casey Jones is founder and head of marketing and finance at CJ&CO, a digital marketing company. Note: This article first appeared in the May 2023 issue of Information Today.) Jones says that the “first thing I look for is the ability to create humanized content.”

Digitalization 52

Digitalization Finance Communication Publishing 52

Red Star Kim

FEBRUARY 8, 2024

This puts segmentation and targeting at the top of the strategy agenda A Marketing Week survey in 2023 revealed that marketing strategy is the most undervalued skill by businesses. For example, for accountants this might include Quoted Companies Alliance, UK Finance or Federation of Small Businesses.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Hubspot Sales

MAY 27, 2024

Among those who opened for business in 2023, the home services category saw the highest growth, with 278k new openings. Renovation Finance Let’s be honest, home renovations can be a money sink. We previously wrote about how Americans are leaping into entrepreneurship at record rates. Source: Bloomberg It’s not hard to see why.

Construction 105

Construction Finance eCommerce Investors 105

Hubspot Sales

APRIL 7, 2023

Luckily, 2023 technology has made it easy for less tech-savvy people to build websites with purchasing pages included. billion in 2023. Online courses can span a wide range of topics: coding, cooking, finance, language learning, web design, and more. billion by 2023. million global podcast listeners as of February 2023.

Digitalization 127

Digitalization Computers and Electronics Media Brainstorming 127

Red Star Kim

SEPTEMBER 26, 2023

Here, the M&BD professionals – and perhaps those from other disciplines (such as finance or human resources) – will be formed into temporary project teams to assist with particular initiatives. And where firms invested in the area, the pricing teams were more likely to comprise finance professionals and experienced fee-earners.

Marketing 130

Marketing Key Account Management Account Management Artificial Intelligence 130

Insightly

JANUARY 30, 2024

One key takeaway from 2023 is that CRM systems should not operate in isolation. This includes tools for email, marketing automation, finance, project management, and customer support. Let’s explore some of the most loved Insightly CRM integrations from 2023.

CRM 52

CRM e-Learning Facilitation Decision-making 52

Red Star Kim

MARCH 16, 2023

88% Banks, financial institutions and IFAs 76% Accountancy firms 59% Private equity/corporate finance 53% Law firms 35% Insolvency firms 29% Property firms 18% Charities and associations 18% Other (surveyors) 12% Regulators 12% Government and local authorities Which methods does your firm use for generating more work from external referrers?

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

Apptivo

OCTOBER 11, 2023

In 2023, a new set of tools emerged as game-changers. serves diverse sectors across 25 countries, including finance, telecom, manufacturing, retail, and government, catering to the strategic needs of organizations worldwide. To tackle these challenges, sales professionals need the right tools.

Sales 52

Sales Software Software CRM 52

Envisio

JULY 21, 2023

We invite and encourage others in the government finance sector to do the same. The post Rethinking Budgeting: Key Takeaways From the 2023 GFOA Conference and Who to Follow appeared first on Envisio. GFOA is proud to serve as a resource and catalyst for innovation.

Government 52

Government Finance Co-Creation Innovation 52

Red Star Kim

JANUARY 28, 2024

There are many resources on coaching: Soft skills: Introduction to coaching – Three frameworks (kimtasso.com) Book review: Coaching skills: A handbook by Jenny Rogers (kimtasso.com) Coaching models – book review of Stephen Gibson’s book (kimtasso.com) Helping people change: Coaching with compassion (kimtasso.com) Coaching and consulting (..)

Emotional Intelligence 130

Emotional Intelligence Leadership Management Facilitation 130

Red Star Kim

SEPTEMBER 29, 2023

Some observed that as the pace of change continued relentlessly, we all needed to be constantly updating our knowledge and skills.

Marketing 130

Marketing Stakeholders Communication Digitalization 130

Red Star Kim

APRIL 11, 2023

Internal capabilities – In recent years internal business functions such as finance, legal, risk and HR/people have become more influential in shaping enterprise-level strategy. 53% say their levels of trust have fallen in advisors over recent years. 52% say they are reluctant to outsource work if it can be completed in-house.

Government 130

Government Innovation Meetings Finance 130

Hubspot Sales

SEPTEMBER 19, 2023

Of sales professionals, 60% say AI tools are important to their overall sales strategy, and 71% say AI has impacted how they plan to sell in 2023. Content creation is the most popular use case for AI in sales in 2023, used by 18% of sales pros, followed by prospect outreach at 16%. There’s revenue to be made and deals to close.

Artificial Intelligence 120

Artificial Intelligence CRM Sales Meetings 120