Red Star Kim

DECEMBER 5, 2023

New CIM professional marketing qualifications – 2020 (kimtasso.com) Be proactive – Recognise the need to move away from simply responding to requests and providing a service. It was interesting to learn how Business Development Executives work with managing client relationships”.

CRM 100

CRM Marketing Interpersonal Skills Client Relationships 100

Red Star Kim

APRIL 17, 2023

As well as considering the grading of clients and referrers for the firm or particular teams there was recognition of the value of guiding each fee-earner to focus on: Critical clients, prospects and referrers (around 10) Key relationships (around 150 – see Dunbar’s Law in Client relationship management (CRM) – how many close social (kimtasso.com) (..)

Management 100

Management Manufacturing Client Relationships Facilitation 100

Red Star Kim

DECEMBER 12, 2023

External clients – Then of course we need to build networks amongst potential clients, existing clients and referrers. Marketing is the client’s representative within the firm. Our client relationships keeps us in touch with market changes and perceptions.

Marketing 130

Marketing Emotional Intelligence Management Leadership 130

Red Star Kim

OCTOBER 16, 2023

And to know when to cut their losses and move onto other potential referrer relationships. Working as part of a team helps people develop their relationship competencies which they can then transfer to client relationships.

Management 130

Management Emotional Intelligence Onboarding Communication 130

Hubspot Sales

AUGUST 17, 2020

Common skills and qualifications for account development managers include: Client management experience — Ultimately an account development manager is responsible for providing an exceptional customer experience on behalf of their company. Embarking on a career as an account development manager can be a challenging, rewarding venture.

Account Development 127

Account Development Management Advertising Profitability 127

Red Star Kim

APRIL 24, 2023

Only 21% of clients report a high-quality ongoing dialogue with their main partner outside of a matter-related discussion. This leaves a lot of room to develop client relationships”.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Digitalization 26

Red Star Kim

DECEMBER 9, 2022

Research conducted by Remit Consulting into rent collection levels across more than 18,350 properties during the first few days of April 2020 showed the extent of the impact of Covid-19 on the UK’s property market. Professional Services Thought leadership update – (kimtasso.com) FTI, Bidwells, Grist and Fieldfisher (November 2020).

Leadership 26

Leadership Marketing Future of Work Profitability 26

Red Star Kim

FEBRUARY 8, 2024

Connected leadership – How professional relationships (kimtasso.com) Competitors – Analyse who your major competitors are advising and adapt their targeting methods (I’m a little uncomfortable with the current trend to use LinkedIn to review your competitors’ contacts and target them yourself!)

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Red Star Kim

SEPTEMBER 29, 2023

Some observed that as the pace of change continued relentlessly, we all needed to be constantly updating our knowledge and skills. Build personal brand We did some exercises on identifying words that encapsulate our personal branding.

Marketing 130

Marketing Stakeholders Communication Digitalization 130

Red Star Kim

MARCH 16, 2023

82% One-on-one or team meetings 76% Joint client events 71% Providing articles and speakers 65% Joint webinars 29% Collaborative/joint services 24% Dedicated plans for specific referrer organisations 24% Campaigns 18% Targeted mailings 18% Targeted social media Related posts Referrer and Intermediary Management – Silos, Targets and Culture (kimtasso.com) (..)

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

Red Star Kim

SEPTEMBER 6, 2022

The role of community, gossip and belief are touched on and there’s reference to Dunbar’s Law (see Client relationship management (CRM) – how many close social (kimtasso.com) ). Book review: Neuroscience for organizational change by Hilary Scarlett (kimtasso.com) May 2020.

Communication 130

Communication Facilitation Leadership Remote Working 130

Red Star Kim

NOVEMBER 8, 2022

Back in July 2020 I shared some research insights from my book “ Essential Soft Skills for Lawyers ” which generated significant interest – not least from the associated nine-minute video explaining “soft” skills featuring the Worry Monster. I am relieved that these were all things I mentioned in the 2020 book.

Leadership 100

Leadership Emotional Intelligence Remote Working Digitalization 100

Hubspot Sales

JANUARY 18, 2021

However, there seems to be a general notion that male colleagues have an advantage when it comes to entertaining clients, hence the all too common trope of inviting a prospect to play golf with the coal of turning them into a paying customer by the time they reach the last hole.

Sales 128

Sales Sales Leadership Leadership Client Relationships 128

Zendesk

MARCH 22, 2021

There are two things to consider when generating customer testimonials—what type of story you want to tell and which client relationship would best illustrate it. For many diners, the popular food-delivery service Grubhub went from a convenience to a necessity in 2020. How to create an effective customer testimonial.

Advertising 98

Advertising B2B B2C Customer Experience 98

Red Star Kim

SEPTEMBER 26, 2022

These articles relate to marketing qualifications: New CIM professional marketing qualifications – 2020 (kimtasso.com). Yet after reviewing the key concepts they were confident when rating their technical marketing your knowledge. Marketing Manager Apprenticeship – a Level 6 Qualification (kimtasso.com).

Digitalization 147

Digitalization Media Marketing Communication 147

Red Star Kim

NOVEMBER 24, 2023

Thought leadership manual by Tim Prizeman (kimtasso.com) Walking in the client’s shoes Ben Sutton of Grant Thornton and Alain Thys took delegates on the client journey of the future. To future-proof client relationships using clarity, empathy, commitment and flair.

Digitalization 130

Digitalization Leadership Marketing Brainstorming 130

Red Star Kim

APRIL 12, 2023

There is a wide spectrum of engagement across the firm What can I do to motivate fee-earners and Client Relationship Partners (CRPs) to communicate better with the M&BD to ensure we are providing clients with the best service?

Media 100

Media Marketing B2C Stakeholders 100

Apptivo

OCTOBER 21, 2021

So it makes sense that anything that can improve a business’ relationship with existing and incoming customers is a worthy investment. And that’s why client relationship management tools or CRM tools have been on the rise. billion in 2020 , showing a growth rate of 10.1%. The CRM industry had a value of $52.64

CRM 98

CRM Healthcare Software Software 98

Hubspot Sales

APRIL 25, 2023

Principal/Director Directors strengthen and develop new client relationships. Their key roles include identifying new business opportunities, winning projects, managing client relationships, and providing leadership. In 2020, 359 McKinsey alums ran $1 billion plus companies across the world.

Healthcare 111

Healthcare Insurance Shareholders Interpersonal Skills 111

KAMCast

JANUARY 7, 2021

IN THIS EPISODE How well have your client relationships faired against the almighty test that was 2020? How well have your client relationships faired against the almighty test that was 2020? Or, by not fully understanding what they really needed from you, during the stormy waters of the pandemic.

Suppliers 52

Suppliers Sales Leadership Leadership Client Relationships 52

Miller Heiman Group

AUGUST 19, 2019

As you decide how and where to invest your resources for 2020, think about what changes you want to make to improve performance at your sales organization. Ready to create your sales plan for 2020? For many organizations, the next month is more than the end of Q3—it’s the start of budget season.

Prioritization 57

Prioritization Client Relationships Organization Sales Training 57

Showpad

MAY 7, 2021

For clear reasons, 2020 was a watershed year for sales — and business at-large. Social distancing guidelines and lockdown restrictions made it largely impossible to visit clients in-person. Let’s dive a bit deeper into the dawn of online sales and what advantages a virtual sales platform can provide. Ramp up new hires virtually.

Sales 59

Sales Digitalization Onboarding Remote Working 59

KAMCast

APRIL 1, 2021

Compassion and empathy have been the currency in many of our client relationships and we have all become well versed in the ways of asking ‘how are you?’… ‘no, how are you really ?’ What have you noticed in your client relationships? How has the last 12 months been for you and your business?

Client Relationships 52

Client Relationships Key Account Management Account Management Future of Work 52

ACT

AUGUST 24, 2022

No matter what size your business is, chances are you can benefit from better efficiency through marketing and workflow automation as well as easy access to all of your client information in one place. Forrester Research reports that financial advisors can improve prospect-to-client conversion rates by up to 300% when they use CRM.

CRM 52

CRM Financial Services Client Relationships Media 52

Deep Insight

NOVEMBER 29, 2021

There’s a lot of talk at law firms about client relationships. But for many clients these can still seem hollow words based on one-way relationships. Robert Millard and John O’Connor explore how firms that are trying to embrace true client centricity are setting themselves apart. But what keeps clients loyal?

Client Relationships 52

Client Relationships Leadership Decision-making Procurement 52

Zendesk

FEBRUARY 10, 2021

In 2020, the office went virtual. Client relationship management systems , or CRMs, are also SaaS-based, as are many customer service and support solutions. Meetings moved from boardrooms to Zooms, watercooler conversations became Slack threads, and IT infrastructure disappeared into the cloud.

Internet 52

Internet Software Software Customer Experience 52

PandaDoc

APRIL 3, 2023

The fact that inside sales relies on remote selling also means that your teams are more flexible and adaptable when it comes to unpredictable events, such as the 2020 pandemic. By building up that trust , your sales reps ensure they’ve got amazing client relationships. They can work from home, the office, or a hybrid of the two.

Sales 52

Sales Decision-making Client Relationships Software 52

PandaDoc

NOVEMBER 16, 2023

Automated quoting processes According to a 2020 McKinsey report , over 30% of all sales activities can be automated, a percentage that continues to increase with each evolution in tech. Manual business processes replaced by sales automation frees your team up to do what they do best — nurturing client relationships.

CRM 52

CRM Software Software e-Learning 52

Account Management Skills

AUGUST 24, 2021

Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. We chatted about: – the importance of having a client development plan. – how to avoid client churn.

Account Management 98

Account Management Management Account Planning Co-Creation 98

SmartKarrot

APRIL 24, 2020

When talking about SaaS businesses in 2020, there is a fine line that separates top-performing companies and the struggling ones. When the convergence of low customer retention rates and higher churn, creates a deadlock in business growth, ‘ client success manager ’ comes in. What is a Client Success Manager?

Management 11

Management Account Management Acquisition Value Proposition 11

Account Management Skills

DECEMBER 19, 2022

Now, Dan runs a New Business Mastermind programme for Cactus, and was also recognised as one of BIMA’s top 100 Most Influential People in digital and tech in 2021, and for business development in 2020, and 2021. So we really do have an expert here. Welcome, Dan. Dan 00:44. Good morning. How are you doing? Jenny Plant 00:46.

Marketing 52

Marketing Account Management Management Onboarding 52

Account Management Skills

DECEMBER 28, 2021

So that charity, phenomenal work, had been the five year anniversary back in 2020 so it’s been running for six years now. It comes down to the communication and it’s equally as relevant, isn’t it, in how we develop those relationships?

Communication 52

Communication Account Management Government Meetings 52

SmartKarrot

MARCH 8, 2022

Caroline was also named one of the Top 100 Customer Success Strategists for 2020-2021. Rachel Provan is a global customer success and engagement leader with proven expertise in account development and growth, client relationship management, operations management, financial reporting, strategic planning, and more. Rachel Provan.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

SmartKarrot

NOVEMBER 16, 2022

In times of genuine market uncertainty, this commitment to client success is even more crucial. . This was especially the case during the forced lockdown period of 2020 when we observed client success specialists attending an increasing number of remote meetings.

Customer Success 10

Customer Success Onboarding Account Management B2B 10

Red Star Kim

SEPTEMBER 5, 2023

I have written seven books – on growth strategies, business development, selling, business relationships, media relations and social media. This expertise in promoting change brings a different dimension to the business and skills training I deliver.

Facilitation 147

Facilitation e-Learning Emotional Intelligence Key Account Management 147

Red Star Kim

MARCH 22, 2023

Published in 2020, this book (written at the start of the Covid pandemic) fits the bill – it’s relevant, practical, easy to read and apply. SO here’s a book review: Connected leadership – How professional relationships underpin executive success by Andy Lopata. And quick to read at just 150 pages.

Leadership 130

Leadership Media Client Relationships Innovation 130

Red Star Kim

JUNE 16, 2022

Alongside generating new business directly from clients and developing existing client relationships, referrer management was seen as vital to generate revenue and profit – particularly for those reliant on commercial transactions in B2B and consumer clients in B2C.

Management 130

Management Key Account Management Digitalization Communication 130