Account marketing CRM Webinar 
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.
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. Watch the webinar. As well as using CRM and other solutions that make data easily accessible to everyone involved.
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).
Red Star Kim
AUGUST 31, 2023
The campaign comprised webinars, videos and insight and resulted in 2,900 points of contact with people Go-to advisors that clients want by their side Its third client survey measuring the same things so that a benchmark is formed. Campaigns are run on the big issues facing clients.
Hubspot Sales
FEBRUARY 21, 2025
Response Quality None Brief acknowledgment Asking questions Sharing internal challenges Sales Momentum Discovery call scheduled Proposal requested Contract discussions Final negotiations My rule of thumb: If an account stays cold after six weeks of consistent outreach, I move them to a nurture list and focus on more responsive targets.
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