Remove Account marketing Remove Client Relationships Remove Meetings Remove Onboarding
article thumbnail

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. 800,000 global company profiles and 15,000 reports. (no-data-entry

article thumbnail

Referrer Management – Capacity and Capability

Red Star Kim

We also mentioned data cleaning systems such as Cirrom Marketing technology system review – Clean contact data with Cirrom (kimtasso.com) to help with those daunting data cleansing tasks. A starting point was onboarding where data, preferences, potential and priority assessment took place.

article thumbnail

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

Red Star Kim

Another aspect of the culture shock is that in professional services we refer to clients rather than customers. Are there any tips for how to deal with those kind of meetings / getting buy in from people more senior (whether fee earners or support staff)? How do I get my opinions and voice heard among more senior colleagues?

Media 130