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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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Soft skills revisited – with a leadership perspective

Red Star Kim

An article in October 2022 in Training Magazine argued that the four most important soft skills to prioritise for remote work – to bridge the distance gap – were emotional intelligence (I devoted an entire chapter to this topic in my book), next-level communication (ie over-communication), active listening and conflict resolution.

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7 Reasons Why Clients Ghost You (and What to Do About It)

Account Manager Tips

Make sure you have a system in place so your client gets a follow up call from you as soon as possible. Always have a meeting with your client scheduled for sometime in the future. Even if they ghost you between meetings, you have those placeholders to catch up. Client Relationship Building.

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Mastering Relationship Management in Sales

Arpedio

Personalization : Tailoring your approach to fit the unique needs and preferences of each client enhances the relationship. Feedback and Adaptation : Actively seeking feedback and being willing to adapt your approach can significantly improve client relationships.

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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.

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Referrer Management – Capacity and Capability

Red Star Kim

Arrange for your learning and development team to offer assessments – in essential selling competencies such as emotional intelligence (EQ) or cultural intelligence if you serve an international client base. And to know when to cut their losses and move onto other potential referrer relationships.

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How to build a winning account management team

Arpedio

These teams not only safeguard and nurture vital client relationships but also drive revenue and stability. Training should focus on communication, negotiation, and conflict resolution skills, as these are vital for managing client relationships effectively. Define their responsibilities and metrics for success.