article thumbnail

The trouble with account managers

Account Management Skills

Paint a picture of the client’s future business and provide an ROI on the relationship – so they can have client improvement conversations ( according to Gartner ) Be knowledgeable, professional and efficient when it comes to delivering the agency’s service but also proactive with suggesting new, business-relevant ideas and insight (..)

article thumbnail

Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.

article thumbnail

Book review: All you need to know about commercial awareness by Christopher Stoakes

Red Star Kim

The next public commerciality workshop (for marketing and business development profesionals) is in September through PM Forum The post Book review: All you need to know about commercial awareness by Christopher Stoakes appeared first on Kim Tasso.

Finance 130
article thumbnail

Sales Training Tips: What Makes a Good Salesperson Great?

Brooks Group

How to Develop a Great Sales Team The journey from being a good salesperson to a great one involves a nuanced understanding of customer dynamics, a commitment to building trust, and the ability to leverage emotional triggers. Developing these skills and habits will build a customer-focused, empathetic, confident—and great—sales team.

article thumbnail

Why agency account managers struggle to think ahead

Account Management Skills

It’s important to ensure everyone keeps account growth top of mind (it’s much cheaper and easier to grow an existing client than it is to find new ones) e.g. offering to help clients with their yearly plan, having quarterly business reviews, establishing client growth KPIs, having client development plans, regular monthly client development team meetings (..)

article thumbnail

What is Key Account Management? (It’s Not What You Think)

Account Manager Tips

Clients developed a strong relationship with their suppliers and enjoyed greater benefits. And everyone was happy (mostly - some clients are never satisfied!). Has access to all levels of management - including the C-suite. Kurzrock, W. 1996), The Sales Strategist, Irwin ) See the difference? Key Account Management Concepts.

article thumbnail

Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

Leverage your exemplars to promote good habits I shared a number of stories about how firms can leverage the expertise and experience of their best (exemplar) business developers: Facilitating regular “Talking to Bob” dinners at a property business where junior, intermediate and senior fee-earners could listen to stories about how he managed to identify, (..)