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Referrer Management – Capacity and Capability

Red Star Kim

Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management. Key processes Data is needed to drive key processes supporting referrer management. amongst us.

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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. Delegates were from legal and accountancy firms in the UK, Channel Islands, Germany and United Arab Emirates. Why do law firms needs SAM?

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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners. The main takeaways for the delegates can be summarised with the following themes: Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars.

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

Red Star Kim

Four themes in the art of selling – Integrating marketing and sales (kimtasso.com) A creative exercise on engagement generated some interesting metaphors – for example, a brick wall suggesting a lack of communication, a carrot considering motivation and a Leonardo di Caprio shrug suggesting indifference.

CRM 130
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What Are the Different Levels of Account Based Marketing?

LinkedFusion

Strategic ABM Strategic Account Based Marketing is one of the varieties of account-based marketing that is most frequently used with preexisting, high-value accounts. With the use of this method, sales, marketing, and management may be able to cross-sell and upsell to these customers more successfully.

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The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

It’s great that people have a vested interest but it can be hard to manage and get a final sign off”. There is a wide spectrum of engagement across the firm What can I do to motivate fee-earners and Client Relationship Partners (CRPs) to communicate better with the M&BD to ensure we are providing clients with the best service?

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

Red Star Kim

Leor Franks of Kingsley Napley – a member of both the PM Forum and Managing Partners’ Forum – chaired the event. He advised delegates to focus on three key takeaways bearing in mind 4Rs: Recognition, Reputation, Relationships and Revenue. Firms were urged to go back to basics in terms of managing client expectations.