Remove Account marketing Remove Leadership Remove Meetings Remove Profitability
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Referrer Management – Capacity and Capability

Red Star Kim

Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. This post adds to the learning resources from the session.

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

million companies that are active but not required to file accounts and 6 million companies that are no longer activie. or profits greater than £150000), active and inactive companies with up to 10 years’ of financial data. How should firms identify their strategic accounts? Used for building lists with over 300 search criteria.

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

Red Star Kim

There were comments that it was unusual for people to be in the office so face time and in person meetings – where it is easier to develop rapport, trust and solid working relationships – were rare. Finding ways to meet with people in real time (such as at social events) can help. Make myself more visible in meeting with fee earners.

CRM 130
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PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

Red Star Kim

Several people had stayed in London overnight, having been to the PM Regional Committees meeting the day before. She explained her firm’s core purpose was to build trusting relationships and vision of being independent, sustainably profitability and global. Some firms were represented by their entire M&BD teams. Sustain momentum.

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

Red Star Kim

There were also variations on factors such as financial (it’s easy to measure revenue and profit) and others such as market positioning, longevity, reliability/security and prestige. There was also discussion about the use of grading criteria for individual attributes such as seniority, influence, sponsorship and loyalty.

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

Red Star Kim

What is the marketing consultant’s approach from the first meeting? Who else has the marketing consultant worked with? Are they certified as marketing experts? Are they trained on the latest marketing techniques, tools and technologies on a monthly basis? How much do you value strategy in the equation?

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Key Account Management: The Ultimate Guide

Hubspot Sales

These accounts make up the majority of the business' income. To turn buyers into business partners, a key account manager (KAM) typically provides dedicated resources, unique offers, and periodic meetings. As professional services firm BTS points out , key account programs often lead to increased costs and lower margins.