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Internal Alignment — The Key to Professional Services Partnership Success

Vantage Partners

No professional service firm partnership works without getting buy-in and mindshare from the partners or account executives who manage client relationships.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Here is a summary of the sales targeting toolbox for professional services firms. This can then form the basis of targeting exercises based on those clients in the most desirable segments. Capacity planning – Research suggests that humans can probably manage a maximum 150 to 250 close relationships.

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Selling challenges in professional services: Sales processes and skills

Red Star Kim

At the recent PM Forum workshop on “Selling processes and sales skills for marketing and business development professionals” we focused on sales and selling challenges in professional services. Selling challenges in professional services: Sales processes and skills. Their fee-earners are often in the same boat.

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Rainmaking best practice in professional services firms (Selling behaviours)

Red Star Kim

As an fan of Challenger sales (and the variant Insight Selling Insight selling – building on consultative selling models (kimtasso.com) I was delighted to see that one of the originators – Matthew Dixon – turned his focus to selling in professional services. Rainmaking best practice in professional services firms (Selling behaviours).

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6 Steps to Building Long-Lasting Client Relationships

Outbound Engine

For professionals who work and thrive in industries that have long sales cycles, creating long-lasting client relationships is critical for sustainable (and repeat!) But with an ever-growing to-do list and a full calendar, how do you make time to build those lasting relationships? Make Their Lives Better. Wrap-up.

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Yes, You Can Improve Professional Services Margins AND the Relationship

Vantage Partners

No account leader in a professional services firm ever relished the prospect of talking to a client about a scope overrun. There is often a temptation to avoid the conversation and simply suck it up, rationalizing it’s better for the relationship and for future business. Take a look at Figure 1. It's all about timing.

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3 Amazing Ways to Manage Client Relationship More Efficiently

Customer Think

Your business is meaningless without your customers and clients. So it’s important for you to maintain a strong relationship with them and ensure that they are happy with your products and services. This can be beneficial for you in several ways.