Red Star Kim

DECEMBER 5, 2023

Proactive marketing and business development executives – CRM, internal engagement and career insights. What CRM/systems would people recommend? A variety of specialist (to professional services) and mainstream CRM systems were explored. CRM and Marketing Automation Software for SMBs | Act!

CRM 100

CRM Marketing Interpersonal Skills Client Relationships 100

Red Star Kim

FEBRUARY 9, 2023

While some firms used CRM systems (Microsoft Dynamics and SalesForce were mentioned) to overcome a lack of internal communication about referrers and clients and past and current cases, many reported that they lacked good enough data to conduct analysis to support cross-selling initiatives.

Management 130

Management Emotional Intelligence Cybersecurity CRM 130

Red Star Kim

AUGUST 31, 2023

It took two years in total but they have had brilliant recognition and her team at Travers Smith have received the ultimate reward through positive internal and external feedback as well as winning multiple awards Brand Management and Reputation Awards – 2023 While talking of awards, there were numerous professional service winners in these awards (..)

Marketing 130

Marketing Leadership Government Logistics 130

Red Star Kim

OCTOBER 16, 2023

10 reasons why (kimtasso.com) Marketing planning in a nutshell – simple and complex plans (kimtasso.com) Data and systems It was good to have a sprinkling of IT geeks (their label not mine!) Most commented on the data challenges of referrer management – although accountants using PracticePortal were happy with their CRM.

Management 130

Management Emotional Intelligence Onboarding Communication 130

Red Star Kim

JUNE 15, 2023

How should firms identify their strategic accounts? profit, growth and core legal services) How can Nexl help law firms execute their Strategic Account initiatives? (no-data-entry no-data-entry CRM; relationship intelligence (ERM); revenue operations system; automatic capture of emails, meetings and referrals).

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Red Star Kim

APRIL 17, 2023

Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information. Social media was used by all firms but to varying degrees – there was less activity in sharing joint content and endorsements/recommendations than other methods.

Management 100

Management Manufacturing Client Relationships Facilitation 100

PandaDoc

JUNE 21, 2021

Building databases, asking friends and family, and creating social media accounts. Marketing is a form of lead gen. You might choose to update your content marketing strategy to capture more leads. As well as using CRM and other solutions that make data easily accessible to everyone involved. Once a week?

Sales 98

Sales Decision-making Small Business Meetings 98