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What Role Can a CRM Play in an Effective Martech Stack?

Nutshell

A good marketing technology (martech) stack has many important components, but one of the most valuable may be your customer relationship management (CRM) platform. Let’s explore the role a CRM can play in an effective martech stack. Table of Contents What is a marketing technology stack? What is a CRM?

CRM 71
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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

Overcoming silos and internal communication for cross-selling A key barrier to cross-selling and internal referrals was that firms were structured into silos. Here are the highlights on Referrer and Intermediary Management – Silos, Targets and Culture.

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Referrer Management – Capacity and Capability

Red Star Kim

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.

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Professional services marketing/BD case studies – Moore Kingston Smith, Mazars, Capsticks, Fladgate, Travers Smith, Mills & Reeve and brand awards

Red Star Kim

There are 15 people in M&BD – eight in BD and bids and seven in marketing, communications and events. Capsticks (lawyers) – Four pillars of strategy The three-office firm’s third five-year plan was presented during a “Quarterly tea break” to over 600 staff (74 partners).

Marketing 130
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Release time to become a more proactive Marketing and Business Development Executive (November 2022)

Red Star Kim

Minimise meetings – Find alternative ways to communicate and/or ensure meetings are kept short by producing papers in advance and showing what decisions are required in meetings. Help cross-pollinate ideas between teams with internal communication. Plan my career as I plan a marketing project to make it happen. Check strategy.

Marketing 130
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Key Account Management: The Ultimate Guide

Hubspot Sales

Ability to assess account needs and identify gaps. Excellent verbal and written communication skills. Able to build rapport and establish credibility with account stakeholders. Key Account Management Plan Template. Excited to go above and beyond for customers. Basic management and financial knowledge.

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

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).