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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 113
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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

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
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Revenue Team – It Takes a Village to Close a Deal

Upland

They are not looking to be a number in a CRM – they are looking for the human touch. Often, what we’re seeing is sellers gathering what basic information they can, shooting that off to a buyer in the form of a proposal, and then moving on to the next big deal. The problem is, buyers expect more.

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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

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.

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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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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).

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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

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.