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Referrer Management – Capacity and Capability

Red Star Kim

Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management. Key processes Data is needed to drive key processes supporting referrer management. amongst us.

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Back to the Future: F2F selling is returning, but virtual selling is here to stay

Strategic Account Management Association

Just when customer account teams and salespeople were beginning to grow accustomed to virtual-only sales and account management, a return to (some) face-to-face interactions is on the horizon. But when we need to buy next-generation yield management tools for a new 5 nanometer process fab? These mixed results are not surprising.

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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. Private client management and marketing: Business plans, recruitment, assessments and automation.

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Video Blog: Change Management Best Practices

SalesGlobe

Change Management Best Practices. And I have with me today my friend and former colleague, Allison Tignor, who is a change management consultant. And I just transitioned to a full time change management consultant about four and a half years ago. And what is change management? Gail Wright . Gail Wright . Allison Tignor .

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How Jaclyn D’Arcy at GHX Drives Sales Readiness | Building Modern Sellers Blog Series

Showpad

Meet Jaclyn D’Arcy, Director of Revenue Enablement at GHX. I was very focused on 10 salespeople and helping them with “the normal stuff”: building their sales process, including training, certification, and onboarding. . We have to talk about it before it happens and shift to meet these uncertain times.

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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. Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum. Others may find that the M&BD team is responsible for research.

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The definitive guide to effective client onboarding

PandaDoc

This 90-day period, often called “onboarding,” is perhaps the most critical time in the client-business life cycle. An excellent onboarding experience builds trust, addresses concerns, and sets expectations for both the client and your project team. A high-performing company has well-defined yet flexible client onboarding processes.