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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.

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Crack the Consulting Code: Top 10 Digital Transformation Frameworks

Flevy

Each global consulting firm maintains an internal knowledge management library of consulting framework presentations. Based on sales and downloads of the FlevyPro frameworks , here is what we found to be the top 10 Digital Transformation frameworks used by management consultants. View the full presentation: [link] 3.

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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. 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

Sometimes marketing and sales system are not integrated. Geographical and psychological distance can seem larger when in a digital space. Ideas to enhance engagement To reduce “us and them” (fee earners and marketing) feelings we can try to invoke a sense of ingroup and a shared social identity.

CRM 130
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Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing

Red Star Kim

But in essence it is about whether strategy is developed by a centralised leadership team or by those running the business units or divisions. This is a common theme in the professions at present – especially from larger firms where there is a greater degree of specialisation within marketing and business development teams.

Marketing 130
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Coaching and Consulting skills – Limiting beliefs, approaches to helping and marketing consultancy

Red Star Kim

Some key insights from the session: Coaching and Consulting skills – Limiting beliefs, different approaches to helping and marketing consultancy. Manage limiting beliefs During the coaching module, there was much discussion about limiting beliefs or limiting assumptions. Delegate views and poll results are shown below.

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Campaigns, thought leadership and project management – Early engagement, scoping and risk management

Red Star Kim

At the recent PM Forum online workshop on campaigns, thought leadership and project management there were 17 delegates from legal, accountancy and insolvency firms located in London, Belfast, Sutton Coldfield, Manchester, Newcastle, Cambridge and Dubai. Take time to scope Scoping is a key aspect of project management.