Red Star Kim

AUGUST 24, 2023

I invited him once to facilitate a junior professionals’ networking event for an accountancy practice – where he talked about one of his other books “All you need to know about the City” (latest version updated in 2022). With explanations of depreciation, amortisation, factoring, asset finance, loans, guarantees and derivatives.

Finance 130

Finance Government Profitability Banking 130

Planview

MARCH 29, 2023

For finance leaders focused on boosting revenue and profit in 2023, paying more attention to services revenue will help them achieve their financial objectives for the year. Predictable Revenue The first advantage of PSA for finance leaders is enabling a more predictable revenue stream for PS. Professional services (I.e.,

Finance 52

Finance Profitability B2B Software 52

Red Star Kim

DECEMBER 12, 2023

For complex projects we must collaborate with those in other functional specialisms such as finance, technology, people and innovation. We covered a variety of hard skills (vision, strategy, finance, MBD planning) and soft skills (leadership, buy-in and influencing, personal brand, managing a team and motivation).

Marketing 130

Marketing Emotional Intelligence Management Leadership 130

Red Star Kim

SEPTEMBER 26, 2023

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. And where firms invested in the area, the pricing teams were more likely to comprise finance professionals and experienced fee-earners.

Marketing 130

Marketing Key Account Management Account Management Artificial Intelligence 130

Red Star Kim

APRIL 11, 2023

Internal capabilities – In recent years internal business functions such as finance, legal, risk and HR/people have become more influential in shaping enterprise-level strategy. I mentioned an article describing a conference session “Facts tell, Stories sell” on the topic in November 2022.

Government 130

Government Innovation Meetings Finance 130

Red Star Kim

SEPTEMBER 8, 2023

This week’s PM Forum training workshop “Commerciality: Finance, Pricing, Innovation and Research” was attended by delegates from law, accountancy and insolvency firms. Delegates then chose to focus on finance, economics and pricing. Finance fundamentals Financial awareness is another capability required by M&BD.

Procurement 113

Procurement Value Proposition Finance Artificial Intelligence 113

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.

Marketing 130

Marketing Stakeholders Communication Digitalization 130

Hubspot Sales

APRIL 11, 2023

Turnover hovered around 35% per year for salespeople in 2021 and 2022. In 2022, Gartner found that 89% of sellers felt burned out from work. In its 2022 Sales Happiness Index, Dooly found that 6 in 10 sales professionals would be motivated to leave their company for better benefits. Why do sales teams experience high turnover?

Sales 124

Sales Brainstorming Leadership Insurance 124

Hubspot Sales

AUGUST 9, 2019

The global Enterprise Resource Planning (ERP) software market is expected to earn $47 billion in revenue by 2022. Have trouble with your sales team duplicating reports finance has already created? You’re probably on a first name basis with your CRM , but you may be less familiar with ERPs. Better forecasting.

CRM 111

CRM Supply Chain Finance eCommerce 111

Red Star Kim

MARCH 30, 2023

I have supported Richard Chaplin at the Managing Partners’ Forum since June 2022 on the research, feasibility, design and development of the programme – and discussions with six amazing speakers – so it is gratifying to see the finished product! Versions for divisional, functional and aspiring leaders are expected in 2024.

Leadership 130

Leadership Emotional Intelligence Digital Transformation Management 130

Red Star Kim

MAY 11, 2023

It’s interesting that in Best Global Brands – The 100 Most Valuable Global Brands (interbrand.com) for 2022 the top five are: Apple, Microsoft, Amazon, Google and Samsung. kimtasso.com) PM Conference Report 2022: Strategy implementation (kimtasso.com) Are brands relevant to the professions? Why are brands important?

Management 130

Management Co-Creation Publishing Leadership 130

Red Star Kim

JANUARY 28, 2024

Thanks And thank you from me to all of the delegates for their participation and enthusiasm and to our excellent MBL technical host Claire Hamer.

Emotional Intelligence 130

Emotional Intelligence Leadership Management Facilitation 130

Hubspot Sales

JANUARY 26, 2023

In the second quarter of 2022, ecommerce accounted for 14.5% The most popular topics in this category are travel, fashion, beauty, personal finance, and entertainment. Case Study: The Financial Diet This personal finance business started as a personal finance blog in 2014. That’s especially true in retail.

Digitalization 124

Digitalization eCommerce Finance Internet 124

Red Star Kim

APRIL 24, 2023

Louise Wilson, Business Manager – Finance at Moneypenny said: “The data shows that even in an online world, we still seek the reassurance of human interaction. Surveyed a variety of accountants and other financial service businesses and revealed they now receive 31% more calls.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Cybersecurity 26

Red Star Kim

JANUARY 5, 2023

CRM systems used : Hubspot, Clio, LawWare, Integrated with finance system. Referrer Management workshop (June 2022) (kimtasso.com) June 2022 (The Wild West, Cher and Covid). Cross-selling and referrer management – Expectations, Data and Focus (kimtasso.com) March 2022. 100% Aimed at specific organisations/individuals.

Management 130

Management Media Key Account Management Communication 130

Revenue Storm

FEBRUARY 15, 2022

Here’s an example: If you have a 6+ month sales cycle, you have just 18 weeks (or 90 business days) to fill your pipeline for 2022! Improving those averages will lower the pipeline requirements for 2022 sales success – for example, increasing average deal size or average win rate. Start with the numbers. Scrub the Pipeline.

Value Proposition 78

Value Proposition Sales Global Accounts Account Management 78

Red Star Kim

JANUARY 26, 2024

Delegates from law (including the Crown Prosecution Service) and finance firms joined a workshop on “Boost Your Confidence at Work – A toolbox for professionals”. They held various roles including: head of department, partner, trainee solicitor, paralegal, legal executive, business development, recruitment and technical writing.

Meetings 130

Meetings Communication Digitalization Management 130

Revenue Storm

FEBRUARY 8, 2022

NASA’s January 8, 2022 announcement …. So, what on earth ( excuse the pun ) I hear you say, has this got to do with me achieving my sales objectives in 2022? Your team, and the relationships you help to develop between key members of your team and their counterparts at the client (technical, finance, legal, HR, etc.),

Decision-making 78

Decision-making Suppliers Finance Leadership 78

Red Star Kim

NOVEMBER 24, 2023

Francesca Lagerberg, CEO of Baker Tilly accountants and regular host of the Managing Partners’ Forum “Retuning your firm” shows chaired discussion with Kate Cooper, Director of Finance at the Institute of Directors and Alain Thys. As marketers, we must remain tuned into the client voice and this panel provided plenty of food for thought.

Digitalization 130

Digitalization Leadership Marketing Brainstorming 130

Red Star Kim

MARCH 16, 2023

88% Banks, financial institutions and IFAs 76% Accountancy firms 59% Private equity/corporate finance 53% Law firms 35% Insolvency firms 29% Property firms 18% Charities and associations 18% Other (surveyors) 12% Regulators 12% Government and local authorities Which methods does your firm use for generating more work from external referrers?

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

Hubspot Sales

SEPTEMBER 15, 2022

And as of 2022, roughly 50% of consumers would prefer to communicate with a brand via text message (SMS) , versus other forms of communication like email, apps, or direct mail. The 2022 State of Local Business Report found consumers redeem SMS coupons 10X more than any other coupon. Which makes sense.

eCommerce 98

eCommerce Small Business Communication Customer Experience 98

PandaDoc

MAY 4, 2022

5 from Finances Online, along with a user satisfaction score of 95%. So, whether you want to pay now or pay later, if you want to keep draft invoices or not, or if you want to compare finances, or embed options in invoices, everything can be done with a click of a button. 10 from the editors of Finances Online.

Facilitation 52

Facilitation Software Software Finance 52

Red Star Kim

FEBRUARY 6, 2023

.” Related posts About Vuture The story of how David Brady founded the Vuture marketing agency and developed the digital marketing system in 2006 and then went on to sell it to in 2019 is covered here: The Sale of Vuture: Finding a Strategic Partner to Grow Our Company (vistapointadvisors.com) CM Group Completes $410 Million Financing and Expands (..)

Marketing 26

Marketing Artificial Intelligence CRM Digitalization 26

Red Star Kim

MAY 2, 2023

Video) (kimtasso.com) ) C-suite skills that matter most In August 2022, Harvard Business Review published an article on succession that addressed the C-suite skills that matter most. (I used the “Worry monster” to explain soft skills previously: What are soft skills? And why are they so important?

Emotional Intelligence 100

Emotional Intelligence Leadership Decision-making Publishing 100

Apptivo

APRIL 27, 2022

The Finance and accounting module. The Finance and accounting module helps businesses understand the current financial status and the future outlook. What is Enterprise Resource Planning (ERP) was last modified: April 27th, 2022 by naveen The post What is Enterprise Resource Planning (ERP) appeared first on Apptivo.

Supply Chain 98

Supply Chain Procurement Manufacturing Logistics 98

Red Star Kim

APRIL 12, 2023

I’m still only a few months in and am still learning every day – but how can I step up in my new role and use the skills I’ve learnt from B2C and apply them within a B2B role effectively? Do you feel there is a lot of crossover between them?”

Media 100

Media Marketing B2C Stakeholders 100

Red Star Kim

AUGUST 14, 2023

An example might be: “Five things every Finance Director asks” or “What every General Counsel considers when choosing a law firm”. How can I improve my cross cultural communication (kimtasso.com) Curiosity Humans are curious. Write to create a curiosity gap (the space between the information we know and what we don’t know).

Artificial Intelligence 130

Artificial Intelligence Value Proposition Media Emotional Intelligence 130

Zendesk

MAY 11, 2022

From our CX Trends 2022 research, we learned that more than 70 percent of customers expect conversational experiences when engaging with a company, but also that businesses are trailing expectations, with less than 40 percent reporting they can allow a customer to reach out and respond whenever and wherever is convenient.

CRM 98

CRM B2C Customer Experience Business Growth 98

Hubspot Sales

APRIL 7, 2023

Online courses can span a wide range of topics: coding, cooking, finance, language learning, web design, and more. Mobile Apps There were 255 billion global mobile app downloads in 2022. 10 Best Digital Products to Sell Courses Learning is a lifelong process and digital courses show no sign of slowing down. billion in 2023.

Digitalization 126

Digitalization Computers and Electronics Media Brainstorming 126

Red Star Kim

FEBRUARY 28, 2023

There’s a case study of EVP at DAC Beachcroft PM Conference Report 2022: Strategy implementation (kimtasso.com) There were also comments about the importance of flexible working (including WFH). Some felt that Covid had “let the cat out of the bag” with regards to flexible working.

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

Envisio

MAY 2, 2023

Here is how this partnership started… In September of 2022, at the ICMA Conference in Columbus, Ohio, we sat down with a cohort of representatives from cities and counties across America. Download our white paper to learn how to get started in developing your ideal budget today.

Government 52

Government Finance Stakeholders Innovation 52

Apptivo

JANUARY 19, 2022

Best CRM For Financial Services – Finance CRM. How CRM Improve Business Performance was last modified: January 19th, 2022 by naveen The post How CRM Improve Business Performance appeared first on Apptivo. Also, Read. 5 Smart Ways To Manage Your Real Estate Leads – Real Estate CRM. What Is Lead Management Process?

CRM 98

CRM Software Software Financial Services 98

Apptivo

JANUARY 27, 2022

Best CRM For Financial Services – Finance CRM. Great Sales Team Know When To Stop Selling was last modified: January 27th, 2022 by naveen The post Great Sales Team Know When To Stop Selling appeared first on Apptivo. Also, Read. 5 Smart Ways To Manage Your Real Estate Leads – Real Estate CRM. What Is Lead Management Process?

Sales 98

Sales CRM Sales Management Financial Services 98

Apptivo

JANUARY 2, 2022

Best CRM For Financial Services – Finance CRM. 5 Smart Ways To Manage Your Real Estate Leads – Real Estate CRM was last modified: January 2nd, 2022 by naveen The post 5 Smart Ways To Manage Your Real Estate Leads – Real Estate CRM appeared first on Apptivo. Also, Read. 5 Ways To Improve Your Customer Retention Rate.

CRM 97

CRM Management Decision-making Software 97

Red Star Kim

FEBRUARY 8, 2024

For example, for accountants this might include Quoted Companies Alliance, UK Finance or Federation of Small Businesses. Without targeting there is the risk of “spray and pray” content being sent into the ether. For law firms these might be GC 100, International Bar Association or the Association of Corporate Counsel.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Zendesk

OCTOBER 5, 2022

You can use business rules for routine processes, like following up with a customer who’s gone cold or automatically routing payment questions to your Finance team. — Discord (@discord) July 7, 2022. “A Faster service requires some level of workflow automation.

Innovation 98

Innovation Supply Chain Software Software 98

Planview

OCTOBER 16, 2023

Diversity also shines through in the sectors represented, with voices from industries as varied as finance, non-profit, government, education, healthcare, technology, manufacturing, travel, and professional services.

Management 65

Management Stakeholders Healthcare Manufacturing 65