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 147

Procurement Value Proposition Finance Artificial Intelligence 147

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 114

Sales Brainstorming Leadership Insurance 114

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

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

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 94

Financial Services Manufacturing Finance Transportation 94

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

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

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

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

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

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

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 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

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

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 130

Emotional Intelligence Leadership Decision-making Publishing 130

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

Insightly

JANUARY 10, 2024

To help you answer this question, Ascend2 and Insightly fielded The Future of Martech 2024 survey in September, 2023. 2024 change #1: Apps will incorporate more AI for you The first takeaway for 2023 is about, of course, AI. AI caused a panic in 2023, but we’ll see a change in 2024. Not all of them. In 2021, it was 6.8

Finance 52

Finance CRM Acquisition Decision-making 52

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

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

Zendesk

JUNE 15, 2023

You can take a similar approach crafting a call center resume for different industries, like e-commerce and finance. The post 15 customer service resume examples and writing tips for 2023 appeared first on Zendesk. For example, if the company wants a customer service rep fluent in Spanish, put that information near the top.

Retail 52

Retail Leadership Interpersonal Skills Software 52

Sales Outcomes

AUGUST 29, 2022

Most organizations begin the 2023 Quota-setting process in the 4th quarter. Sales Quotas are an imperfect sales management tool, and the quota-setting process has its share of drama, “horse-trading,” and “hand-to-hand combat” with the finance team. 2: Don’t Set Quotas to manage Compensation.

Finance 52

Finance Sales B2B Software 52

Zendesk

JUNE 7, 2023

At Relate 2023 , Zendesk customers across industries joined us to share how AI and emerging channels like messaging apps are making an impact on customer experience. We know that AI tailored for CX and conversational experiences will change how businesses approach customer service—but you don’t have to take our word for it.

eCommerce 52

eCommerce e-Learning Manufacturing Internet 52

Zendesk

OCTOBER 31, 2023

Even beyond technology, generative AI is asserting itself in finance, pharmaceuticals, and art. In 2023, these brands embraced the possibilities of generative AI Companies have had a year to experiment with generative AI, with many finding ways to simplify their customer journeys and personalize the customer experience.

Information Technology 52

Information Technology Customer Experience Finance Prioritization 52

Zendesk

FEBRUARY 6, 2024

As such, we acquired Tymeshift in June 2023 to give organizations using Zendesk an easier way to manage their teams. We believe AI can make service operations much faster and more efficient, allowing service teams to focus on delivering better CX instead of being bogged down by time-consuming admin work.

Artificial Intelligence 59

Artificial Intelligence Finance Prioritization Innovation 59

ACT

APRIL 22, 2024

For instance, worldwide VC funding plunged to $344 billion in 2023 , reaching the lowest level since 2019. In a recent survey, 67 percent of SMB owners cited finances as their most pressing worry in the new year. In other words, most businesses will see a drop in sales and revenue during such periods, resulting in cash flow challenges.

Supply Chain 52

Supply Chain Small Business Investors Sales 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

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 Digitalization Communication 130

Red Star Kim

JANUARY 23, 2023

This article was published in the January 2023 edition of Counsel magazine. January 2023 | COUNSEL | The Magazine of the Bar of England and Wales (counselmagazine.co.uk) Soft skills for tough barristers (Reflection, Self-Coaching, Change, EQ, Awareness, Goal-setting, Communications).

Emotional Intelligence 130

Emotional Intelligence Communication Digitalization Publishing 130

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 104

Digitalization Computers and Electronics Media Brainstorming 104

MDI Training

MARCH 4, 2024

In finance, GenAI could improve risk assessment and fraud detection. December 2023 | Impuls series , Leadership and AI , Leadership in the digital transformation | 0 Comments AI-Enhanced Leadership: Maximizing Potential with Intelligent Tools Let's also take a closer look at Ai vs. human - Who has more charisma in today's world?

Leadership 59

Leadership Digital Transformation Co-Creation Artificial Intelligence 59

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

Zendesk

NOVEMBER 14, 2023

In our 2023 Employee Experience Trends Report , 79 percent of EX professionals said that EX will be a higher priority within the next 12 months. Recent years have brought to light the important role employee experience (EX) plays in a company’s success.

Innovation 52

Innovation Finance Onboarding Prioritization 52

QYMATIX

OCTOBER 16, 2023

The investor Fischer Group acquired the machines of the insolvent Ludwig Leuchten GmbH in an asset deal in February 2023. Factors such as a sudden loss of key customers, inability to secure financing or a significant decrease in demand for their products can contribute to the speed of insolvency.

B2B 40

B2B Retail Artificial Intelligence Manufacturing 40

Insightly

SEPTEMBER 28, 2023

Compared to traditional corporate functions — like sales, marketing, human resources, and finance — revenue operations is a relatively new field. In fact, LinkedIn’s 2023 jobs analysis report found that “Head of Revenue Operations” is the fastest growing role in the US. Involved with pricing, renewal, and retention strategy.

Finance 52

Finance CRM Customer Success Decision-making 52

Insightly

SEPTEMBER 28, 2023

Compared to traditional corporate functions — like sales, marketing, human resources, and finance — revenue operations is a relatively new field. In fact, LinkedIn’s 2023 jobs analysis report found that “Head of Revenue Operations” is the fastest growing role in the US. Involved with pricing, renewal, and retention strategy.

Finance 52

Finance CRM Customer Success Decision-making 52

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 102

Artificial Intelligence CRM Sales Meetings 102

Red Star Kim

MAY 11, 2023

I attended an excellent seminar on the legal aspects of brands in early 2023 by Azrights intellectual property lawyers. Cisco (technology) is at 15, J P Morgan at 24, Salesforce at 36, Goldman Sachs at 49, HSBC at 65, 3M at 69 and LinkedIn at 81. In professional services there is only Accenture at 31 (which has grown 15%).

Management 130

Management Co-Creation Publishing Leadership 130