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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. Capacity planning – Research suggests that humans can probably manage a maximum 150 to 250 close relationships.

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How to pitch to procurement, with Jessica Bowler and Iris Gatzweiler

Account Management Skills

I spoke to Jessica Bowler and Iris Gatzweiler , two senior procurement clients who shared some insights into the pitching process. Don’t forget to go back to Episode 9 , where Jessica and Iris talked about how to approach and develop relationships with procurement. Welcome to Episode 54. So welcome Iris and Jess.

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The CX Factor

Deep Insight

There’s a lot of talk at law firms about client relationships. But for many clients these can still seem hollow words based on one-way relationships. Robert Millard and John O’Connor explore how firms that are trying to embrace true client centricity are setting themselves apart. But what keeps clients loyal?

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What agencies need to know about generative AI, with Roy Murphy

Account Management Skills

If you’d like to talk to me about agency account management training, I’ve just updated the website to include three of the main courses that I run to help you retain and grow your existing client relationships. Transcript: Jenny Plant 00:02 So today I’m delighted to be talking to Roy Murphy. Roy Murphy 01:05 Sure.

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How agencies are navigating the legalities of AI use, with Sharon Toerek

Account Management Skills

Who are your clients and what challenges are they bringing you lately relating to AI? 01:10 Sharon Toerek Yes, our clients are independent agencies that practice in any number of marketing disciplines. They could be digital or creative. And so this is giving us an opportunity to have this conversation on another level.

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Four personality traits to look for in a sales enablement manager

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