Remove Client Relationships Remove Emotional Intelligence Remove Key Account Management Remove Profitability
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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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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. Some looked to LinkedIn’s Sales Navigator to drive data and process.

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

Red Star Kim

Leadership and the In-Group/Out-Group Phenomenon (blanchard.com) Create a sense of unity by reminding people we are on the same team and all striving for the same results (happy clients and increased profits). A similar approach would be to unite people behind the need to focus on client interests and overcoming competitor activity.

CRM 130
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How to use the Seven Universal Trust Behaviours

Jermaine Edwards

The more I study trust and the impact and power it has in healthy, profitable and accelerated relationships. This is important because when helping someone in trouble you can’t afford to let emotional empathy overwhelm… Action you can take: Study the power of emotional intelligence. What is trust?

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Book review: Neuroscience for learning and development by Stella Collins

Red Star Kim

There’s information about Howard Gardener’ multiple intelligences and emotional intelligence. Topics include: Professional and Practical skills for Marketing & BD Assistants, The Proactive Marketing Executive and Future Marketing Manager. So I’m confident you could skip some of this material if necessary.