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Why Account Managers need a point of view on AI

Account Management Skills

Unless you’ve been living under a rock since December 2022, you’ll know generative AI has exploded in the last few months. And whether you’re sick to death of hearing about it or are excited by what’s unfolding, from an agency account manager’s perspective I believe there are a couple of things that are important: 1.

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What is Guided Selling?

Upland

Guided selling benefits both customers, who receive a more personalized experience, and sellers, who can offer more effective solutions based on individual needs. It also helps align the offerings with their needs, preferences, and pain points. This process enhances sales efficiency, customer engagement, and revenue generation.

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Account Planning: A Definitive Guide – 2023

Upland

Account planning has never been so necessary – or so challenging – to get right. When used effectively, account planning benefits businesses by delivering more revenue, happier customers, and more effective sales teams. . But what exactly is account planning, and why is it so important in 2023? .

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Context and curiosity drive commerciality and pricing

Red Star Kim

This week’s PM Forum training workshop “Commerciality: Finance, Pricing, Innovation and Research” was attended by delegates from law, accountancy and insolvency firms. As well as marketing and business development executives and managers there were also those in specialist pricing and bid roles. Why commerciality for M&BD?

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Be more strategic – A metaphor: Analyse, join and align the dots

Red Star Kim

Delegates were from legal and accountancy firms with roles as varied as marketing, digital marketing, business development, PR and key accounts (executives, managers and a director). The starting point for strategy is analysis. Sometimes we may need to conduct some research.

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10 Trends – Annual International Marketing Benchmark by PM Forum and Meridian West

Red Star Kim

Law firm panel members Tom Newman-Young, CMO of Moore Barlow and Deborah Fleming, M&BD Director at Walker Morris discussed their views after the presentation. The benchmark provided a snapshot of the views of 112 marketing and business development (M&BD) leaders at professional service firms (PSF). I’ve added my reflections.

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Be more strategic – PESTLE, Positioning and Plans

Red Star Kim

At the “Being more strategic” PM Forum workshop a week or so ago, half of the delegates were in management roles. AI and automation displacing human advisers. The Economist – The year in 2023 (subscription required The World Ahead 2023 | The Economist ) is a good starting point for any PESTLE analysis. Technological.