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. And explored various sales methodologies.

Management 130

Management Emotional Intelligence Cybersecurity CRM 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 Onboarding Emotional Intelligence Communication 130

Red Star Kim

AUGUST 31, 2023

There are 15 people in M&BD – eight in BD and bids and seven in marketing, communications and events. This improved the effectiveness of networking events. The firm has a sector focus on health/social care, emergency services and housing. The firm achieved 11% growth (year end April) taking revenue to £56 million.

Marketing 130

Marketing Leadership Government Logistics 130

Red Star Kim

DECEMBER 2, 2022

It would probably be beneficial to revisit some of the marketing theories I studied at university and use them as the basis for structuring and selling future BD and marketing campaigns to fee earners. It was interesting to hear that events don’t have to only be IP related (or whichever field you work in). Events support.

Marketing 130

Marketing Communication Meetings Strategic Thinking 130

Hubspot Sales

MARCH 18, 2019

Using both traditional and creative techniques to develop relationships with customer stakeholders (including [going to events and trade shows, networking on social media, getting warm introductions, etc.]). Keeping track of your accounts' satisfaction and reporting on their status to the organization. Both should trend upward.

Key Account Management 143

Key Account Management Account Management Management Account Strategy 143

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. Are you at that event because you have a genuine interest in the products on offer? Once a week? What do you think?

Sales 98

Sales Decision-making Small Business Meetings 98