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Complex sales processes made simple – Co-ordinate, Connect, Conversations, Curiosity, Consistency and Conversion

Delegates from legal, accountancy and pensions firms attended last week’s “Selling Processes and Sales Skills for Marketing and BD Professionals” workshop by PM Forum. We explored the processes supporting complex sales cycles. A key theme was educating fee-earners – especially to manage expectations about the length of the sales cycle Read More

Key Insights from the AI in Marketing training by Optix at PM Forum

Alastair and Samantha of Optix Solutions delivered a comprehensive and thought-provoking PM Forum training session. Delegates appreciated the provocative food for thought to make more proactive use of AI in their marketing and business development teams and activities. Opportunities quickly become threats so the need to get a handle on Read More

2024-09-18T09:02:22+01:00September 18, 2024|Kim's Blog, Marketing|

Pitches, tenders and proposals – Efficiency (systems) vs Effectiveness (selling)

At a PM Forum - PM Forum training workshop earlier in the month we welcomed an even number of law and accountancy firm delegates with a healthy number of consultancies also represented. Challenges were explored as we discussed topics including: pitch processes and plans, selling and writing techniques and presenting Read More

2024-05-23T10:15:43+01:00May 23, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Selling|
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