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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

And I’ve noted the highlights of the sessions by other speakers (How the BD function can be more influential, Rethinking your online strategy, Digital marketing maturity and Best practice for KAM) below. Here is a summary of the sales targeting toolbox for professional services firms.

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The Account Management KPIs You Should Be Tracking

Brooks Group

Whether your organization has a dedicated Account Management team, or your salespeople are in charge of managing their own accounts, it’s important to establish account management KPIs to measure performance and effectiveness. Those objectives will help you decide which metrics make the most sense for your team to track.

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Elevating Account Management Through Metrics and KPIs

Arpedio

Elevating Account Management Through Metrics and KPIs Explore ARPEDIO's Account Management Software ← Back to blog As companies strive to build lasting relationships with their clients, the need for effective Account Management strategies and tools becomes paramount. Ready to streamline your account planning? Let's talk!

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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. One of the questions asked was what tools and systems are used by M&BD people to support research into sectors and client organisations.

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Cultivate a cross-selling culture

Red Star Kim

rather than a outward focus ( e.g. What do clients/referrers need? What will clients/referrers be interested in?). And incentive and reward systems drive attention on short term sales rather than long term relationships. What can I tell people about my services?)

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Pitching, differentiation and competitor analysis

Red Star Kim

A key theme that often arises in pitching is how to differentiate. Whilst there are many ways to differentiate (see below) it does imply that you will consider – from the client’s perspective – how your firm’s offering or value proposition is different from the competitors.

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Soft skills for tough barristers (Reflection, Self-Coaching, Change, EQ, Awareness, Goal-setting, Communications) Counsel Magazine

Red Star Kim

If your review suggests you need to develop your soft skills, it can be an uncomfortable prospect for a tough barrister as it involves more than knowledge-acquisition. In this article we look at the evidence on soft skills and some practical tips on improving yours now. How will I measure success? And by when?