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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.
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. An allied development is those in Account Based Marketing (ABM) roles. Larger firms may prefer to have a more flexible structure.
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%.
Of course, not every B2B organisation employs a sales controller, but yes, most of them should have sales controlling activities covered, in some cases by the general management, financemanagement or the sales manager herself. Sales Management in times of Artificial Intelligence – Five tips to redefine B2B Sales.
In 2016 I wrote a post on the five foundation steps for stakeholder management success in keyaccountmanagement, that was well received and guided lots of leaders. Where any of these might represent an organisation, be sure to consider who in those organisations will be most important to take notice of.
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