Red Star Kim

SEPTEMBER 29, 2023

The Managing Partners’ Forum (mpfglobal.com) holds quarterly meetings of its Advisory Board where senior leaders discuss issues pertinent to the professional services sector. Experience in stakeholder management and funding is also desirable. or Claire Mitchell claire.mitchell@pmint.co.uk

Meetings 130

Meetings Government Management Finance 130

Red Star Kim

MAY 3, 2023

At the recent PM Forum workshop on stakeholder engagement and buy-in there was an interesting mix of delegates from law, accountancy and actuarial firms from across the UK and Ireland and even China. Stakeholder engagement and buy-in: Influence and persuasion skills using Aristotle and Knights and Dinosaurs.

Stakeholders 130

Stakeholders Digitalization Communication Decision-making 130

Upland

MARCH 29, 2023

Relationship management in sales is all about delivering value and understanding the people and problems at play within accounts – both from prospective and current customers – in order to help solve their greatest challenges. What is relationship management? Enter the importance of relationship management.

CRM 195

CRM Management Stakeholders Decision-making 195

DemandFarm

NOVEMBER 22, 2024

Do you know how the top key account managers (KAMs) become the top KAMs? Key Focus Areas for High-Impact Account Management Teams 1. This insight-driven approach uncovers opportunities that might go unnoticed, turning account management into a proactive rather than reactive process.

Key Account Management 52

Key Account Management Account Management Management Stakeholders 52

Hubspot Sales

DECEMBER 1, 2020

Could the same be said of ending Zoom meetings and closing browser tabs? Including these things in your meeting notes can help maintain clarity and alignment throughout your sales process. Meeting Agenda. A well-organized agenda is the cornerstone of effective meeting preparation. Goals and Objectives. Attachments.

Meetings 143

Meetings Decision-making Stakeholders Sales 143

Hubspot Sales

FEBRUARY 13, 2024

One of the big questions on that front is, “What's a shareholder versus a stakeholder?” So, to help you get a better sense of what shareholders and stakeholders are and how they differ, I've put together this handy guide. Table of Contents Shareholder vs. Stakeholder What is a shareholder? Here we go. Here are the key points.

Shareholders 111

Shareholders Stakeholders Government Suppliers 111

Hubspot Sales

SEPTEMBER 12, 2024

B2B Buyers vs. B2C Buyers While B2C buyers tend to make smaller, transactional purchases to meet their immediate needs, B2B buyers are often making significant investments that demand complex decision-making processes. And finally, the 2024 B2B Buyer survey paints a picture of buyers as company leaders.

B2B 116

B2B B2C Decision-making Software 116

Holden Advisors

OCTOBER 7, 2021

Talk to your internal experts in sales, product management, marketing, or marketing research, to understand how your customers use your product today. Always look for new ways that your customers might use your product or for other stakeholders that might benefit from your solutions. Step 1: Do your homework.

Procurement 369

Procurement Manufacturing Negotiation Stakeholders 369

Brooks Group

FEBRUARY 10, 2025

Now, its like a packed corporate strategy meeting where every department sends a representativeeach with an opinion and veto power. 77% of B2B buyers report their last purchase was complex, involving multiple stakeholders. More stakeholders means longer sales cycles. The implications for sellers are significant.

B2B 82

B2B Emotional Intelligence Value Proposition Stakeholders 82

Hubspot Sales

APRIL 9, 2025

Few buyers will be interested in scheduling another meeting with someone whos not paying attention right now. Better yet, review your scheduled meetings for the next day before you leave at night. Imagine the majority of your prospects are finance managers. For enterprise deals, the number can jump as high as 10-15 stakeholders.

Decision-making 98

Decision-making Stakeholders Finance Software 98

Upland

APRIL 20, 2023

How can effective account management help you defend and grow revenue? Here’s where having a sales account management strategy becomes indispensable. Through account management, your team can seek to establish themselves as trusted advisors to customers. First, a quick primer – what is account management?

Account Management 195

Account Management Management Account Planning Decision-making 195

Customer Think

JANUARY 12, 2024

As customer advisory board (CAB) managers maintain the momentum of the programs, one of the key checkpoints on initiative status will be their internal stakeholder meetings. Such meetings provide […]

Stakeholders 72

Stakeholders Meetings Management 72

Hubspot Sales

MARCH 18, 2019

The answer: Key account management. In this comprehensive guide to key account management, you'll learn: The definition of key account management. How to know whether your company needs a key account management strategy. The difference between key account management and selling. Key Account Management.

Key Account Management 143

Key Account Management Account Management Management Account Strategy 143

DemandFarm

MARCH 31, 2025

For years, Key Account Management (KAM) has been confined within the walls of CRM systemsSalesforce, Microsoft Dynamics, and HubSpot. The logic was straightforward: if customer data already lives inside a CRM, why manage key accounts elsewhere? Key Account Management is not an extension of sales. CRMs are systems of record.

Key Account Management 52

Key Account Management Account Management Management CRM 52

Account Manager Tips

JUNE 23, 2020

Phil is an account management and sales professional professional with a wealth of experience and wisdom he's distilled into The Tenets of Account Management. These guiding principles have served Phil well and I know they will help you find success as a key account manager. What are the Tenets of Account Management?

Key Account Management 182

Key Account Management Account Management Management Suppliers 182

Planview

AUGUST 22, 2024

Unlock the strategies to overcome key PMO hurdles—mastering resource management, driving change, and streamlining processes—with expert insight from Athena Smith, Senior Director, Portfolio Management. Athena currently leads the delivery of organizational priorities through portfolio management frameworks and best practices.

Stakeholders 69

Stakeholders Prioritization Brainstorming Decision-making 69

DemandFarm

MARCH 31, 2025

In the past, account managers spent significant time on manual tasks like logging customer interactions, scheduling meetings, updating CRM records, and manually tracking stakeholder engagement. Why do you need an AI Account management tool?

Account Management 40

Account Management Key Account Management Management Account Planning 40

Red Star Kim

JUNE 27, 2023

At the recent PM Forum online workshop on campaigns, thought leadership and project management there were 17 delegates from legal, accountancy and insolvency firms located in London, Belfast, Sutton Coldfield, Manchester, Newcastle, Cambridge and Dubai. Take time to scope Scoping is a key aspect of project management.

Leadership 130

Leadership Management Stakeholders Communication 130

DemandFarm

OCTOBER 23, 2024

This process involves multiple product demonstrations, engaging with IT, procurement, and finance stakeholders, and significant customization to meet the client’s needs. Compared to small or mid-sized business (SMB) sales, enterprise sales typically entail a longer decision-making process, more resources, and more stakeholders.

Key Account Management 40

Key Account Management Account Management Management Procurement 40

Account Manager Tips

JULY 9, 2020

Your first 90 days in a new job as an account manager are the most challenging.and with the most at stake. Some hiring managers move fast and you may not have the time to do your plan justice if you haven't at least got a draft completed. Are you moving to account management from a different profession? Your manager hired you.

Account Management 130

Account Management Management Key Account Management Stakeholders 130

Strategic Account Management Association

FEBRUARY 3, 2022

But as a provider of a robust set of sales management and methodology capabilities , our teams work with some of the biggest sales organizations in the world. Research from Gartner suggests that only 28 percent of sales leaders say we’re meeting our cross-selling and up-selling growth targets.

Account Planning 400

Account Planning Supply Chain Prioritization Digital Transformation 400

Mike Kunkle

AUGUST 30, 2023

Enablement professionals don’t market, they don’t sell, and we don’t directly manage front-line sellers nor sales managers. This conundrum can breed skepticism, both within the enablement team (as mentioned above) and from the stakeholders in their organization. It’s a classic case of influence without authority.

Leadership 293

Leadership Stakeholders Decision-making Sales Training 293

Red Star Kim

OCTOBER 24, 2022

There were equal numbers of delegates from law and accountancy firms who had various roles: business development, pitching, key client management, cross-selling and external referrer programmes. Behaviour in sales meetings). Some fee-earners rely on marketing processes to generate leads and manage the initial stages of lead nurturing.

Meetings 100

Meetings Value Proposition Key Account Management Account Management 100

Account Manager Tips

SEPTEMBER 29, 2020

Are you doing key account management the hard way? Effective key account management requires you to increase profits, develop relationships, increase satisfaction, grow revenue, improve retention and reduce conflict. Let's take a look at 7 of my favourite key account management tools. Table of Contents. (1) Conclusion.

Key Account Management 130

Key Account Management Account Management Management Onboarding 130

Red Star Kim

MARCH 4, 2024

Many people have suffered at the hands of a line manager who wants to know in detail what is happening and to control everything. But there are potentially several reasons for this behaviour – some to do with your manager, and some to do with you. So what do you do when your boss is a micro-managing control freak?

Management 147

Management Communication Leadership Digitalization 147

ProlifIQ

OCTOBER 30, 2024

KAM Technology & Use Cases in 2025 KAM technology plays a crucial role in supporting these best practices by providing powerful tools and features that streamline and enhance key account management processes. Interested in seeing a Key Account Management solution to help you retain and grow key customers?

Key Account Management 52

Key Account Management Stakeholders Account Planning Account Management 52

Hubspot Sales

DECEMBER 24, 2020

No matter how good your inventory management processes are, it’s impossible to fill all demands instantly. If you're already entering a backlog, we'll also show you how to manage it. When their brand initially launches and their product isn’t well-known or in-demand, they’ll likely have no problem meeting order targets every week.

Management 140

Management Sales Investors Suppliers 140

Red Star Kim

MARCH 30, 2023

I’m excited to announce that the Managing Partners’ Forum has just launched a series of six modules for an innovative leadership development programme for firm-wide leaders of small and medium sized professional services firms. Why is the Managing Partners’ Forum Leadership Development programme different?

Leadership 130

Leadership Emotional Intelligence Digital Transformation Management 130

Mike Kunkle

APRIL 8, 2023

And by “radically,” I mean improve opportunity management effectiveness and skyrocket win rates by 25-40%. This allows managers to assess the effectiveness of the rep’s qualification by asking questions and digging into the details. To start, assess the Buyer Type for each stakeholder.

B2B 243

B2B Sales Decision-making Stakeholders 243

Red Star Kim

NOVEMBER 13, 2023

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. Private client management and marketing: Business plans, recruitment, assessments and automation. Two tools were provided to assist with this.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

DemandFarm

DECEMBER 27, 2024

Behind every high-performing sales team is a manager who doesnt just oversee but inspires, strategizes, and drives impactful results. Sales management today demands more than ever beforeits a delicate balance of leadership, technology, and insight. What sets exceptional sales managers apart?

Sales Management 40

Sales Management Management Decision-making Negotiation 40

Red Star Kim

MARCH 1, 2024

At the recent Training – PM Forum on “ Buy-in, engagement and stakeholder management ” workshop we welcomed executive and manager delegates from legal and accountancy firms as well as a delegate from Poland. Manage expectations Clarity about what we hope to achieve will help to manage expectations.

Stakeholders 130

Stakeholders Decision-making Emotional Intelligence Communication 130

Account Manager Tips

JUNE 29, 2021

Close any gaps in your solution, meet all commitments and ensure your client is satisfied. Create contact plans to keep in touch with key stakeholders in your company and your client's. Your job as a key account manager is to deliver the kind of value that convinces your clients to stay in the loop. Unhappy clients don't renew.

Suppliers 246

Suppliers Shareholders Stakeholders Decision-making 246

Planview

MARCH 19, 2025

Technological Advances : Innovations in AI, machine learning, and digital currencies redefine how organizations operate and meet consumer expectations. Strategy-to-Execution Alignment Creates a shared vision of objectives and key results (OKRs) across business and technology teams, ensuring all stakeholders work toward common goals.

Financial Services 52

Financial Services Banking Management Government 52

Nutshell

SEPTEMBER 18, 2024

Navigating the complexities of B2B sales, especially with high-value enterprise deals and multiple stakeholders, can be challenging. The Miller Heiman sales process incorporates methodologies for opportunity management, stakeholder engagement, and solution selling.

Stakeholders 126

Stakeholders Sales CRM Value Proposition 126

Red Star Kim

MAY 11, 2023

This post reviews the core material covered in Managing Brands Chartered Institute of Marketing (CIM) professional qualification (Level 6 elective New CIM professional marketing qualifications – 2020 (kimtasso.com) ) and the Cambridge Marketing College’s Marketing Manager Apprenticeship – a Level 6 Qualification (kimtasso.com).

Management 130

Management Co-Creation Publishing Leadership 130

Upland

NOVEMBER 28, 2021

Typically, these programs are powered by a robust software solution designed to meet all stakeholders’ reference needs—from Marketing and Customer Success to frontline sellers and everyone in between—and require at least one dedicated Advocacy Manager to keep everything running smoothly.

Sales 195

Sales B2B Software Software 195