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Proactive marketing and business development executives – CRM, internal engagement and career insights
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Proactive marketing and business development executives – CRM, internal engagement and career insights

Kim's Blog, Marketing, Relationship Management

Proactive marketing and business development executives – CRM, internal engagement and career insights

In November it was a full house for the PM Forum’s Proactive marketing and business development executive online workshop. It was on budget day so those from accountancy and tax practices had a lot going on. These sessions are experiential – with much use of social learning so many insights Read More

Kim Tasso2023-12-19T16:00:49+00:00December 5, 2023|Kim's Blog, Marketing, Relationship Management|

Beating Six Barriers to KAM – Chicken or Egg: Data, Protectionism, Starting point, Simplicity, Time and Training
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Beating Six Barriers to KAM – Chicken or Egg: Data, Protectionism, Starting point, Simplicity, Time and Training

Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Property, Relationship Management, Selling, Strategy

Beating Six Barriers to KAM – Chicken or Egg: Data, Protectionism, Starting point, Simplicity, Time and Training

18 delegates from law, accountancy and property firms joined me at the June PM Forum workshop on Key Account Management (KAM) and Account Based Marketing (ABM). The focus was on supporting fee-earners with client relationship management in KAM and ABM programmes at a firm-wide or client level. I’ve summarised Six Read More

Kim Tasso2021-06-14T18:05:58+01:00June 14, 2021|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Property, Relationship Management, Selling, Strategy|