Remove Client Relationships Remove Emotional Intelligence Remove Interpersonal Skills Remove Meetings
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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Protectionism – Some fee-earners could be insecure and defensive about sharing client information and relationships. The culture and rewards systems sometimes worked against integrated client teams. Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking.

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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.

CRM 130
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Soft skills revisited – with a leadership perspective

Red Star Kim

The shift to remote working during lockdown drove the need to develop several new soft skills. From my perspective, first and foremost of the new soft skills – with the reduction in non-verbal cues and the reduced influence of big personality and high status in the digital world – was the ability to create a powerful online presence.