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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.
I presented a methodology to design marketing and BD team structures in November 2015. Here, the M&BD professionals – and perhaps those from other disciplines (such as finance or human resources) – will be formed into temporary project teams to assist with particular initiatives.
For example, for accountants this might include Quoted Companies Alliance, UK Finance or Federation of Small Businesses. Similarly, a KeyAccountManagement (KAM) or Account Based Marketing (ABM) approach may help. Without targeting there is the risk of “spray and pray” content being sent into the ether.
CRM systems used : Hubspot, Clio, LawWare, Integrated with finance system. Our systems and information for referral management are: 20% Average. Do you have a KeyAccountManagement (KAM) programme at your firm? KeyAccountManagement (KAM) programme (kimtasso.com). 80% 20%-50%.
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