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At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with clientrelationship management” online workshop. Delegates were from legal and accountancy firms in the UK, Channel Islands, Germany and United Arab Emirates. It stopped using the OnePlace name in February 2023.
Four themes in the art of selling – Integrating marketing and sales (kimtasso.com) A creative exercise on engagement generated some interesting metaphors – for example, a brick wall suggesting a lack of communication, a carrot considering motivation and a Leonardo di Caprio shrug suggesting indifference.
Book review: The Management Shift by Vlatka Hlupic (kimtasso.com) Change management book – Switch (Chip & Dan Heath) (kimtasso.com) Education and internal communications People experience anxiety and fear when they are uncertain. And to know when to cut their losses and move onto other potential referrer relationships.
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 Clientrelationship management (CRM) – how many close social (kimtasso.com) (..)
PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback. This article was published in the latest edition of PM Forum Magazine. The event took place on September 29 th 2022.
There is a wide spectrum of engagement across the firm What can I do to motivate fee-earners and ClientRelationship Partners (CRPs) to communicate better with the M&BD to ensure we are providing clients with the best service?
With the use of this method, sales, marketing, and management may be able to cross-sell and upsell to these customers more successfully. Strategic ABM comprises the creation of incredibly targeted accountmarketing strategies for a small group of high-value accountstypically one to five.
With the use of this method, sales, marketing, and management may be able to cross-sell and upsell to these customers more successfully. Strategic ABM comprises the creation of incredibly targeted accountmarketing strategies for a small group of high-value accounts—typically one to five.
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