CRM Emotional Intelligence Meetings 
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!
Red Star Kim
FEBRUARY 9, 2023
At the end of January, I enjoyed meeting delegates (at the Novotel at Tower Hill) on the MBL “Developing more work from referrers and intermediaries” workshop. Cross-pollination could be achieved by having people attend meetings for different departments.
Whetstone
AUGUST 4, 2024
For example, early in my career when I sold multi-million dollar CRM solutions for Vantive Software, we repeatedly partnered with our customers to enhance our solutions in ways that were strategically relevant to them. By recognizing and acknowledging their emotions, you can connect on a deeper level.
Red Star Kim
NOVEMBER 1, 2023
Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. Nervousness – Shyness, modesty, lack of confidence and fear of failure can make fee-earners reluctant to organise meetings to take the next steps in building a potential client relationship.
Red Star Kim
OCTOBER 19, 2023
Some were fortunate to receive full details from the firm’s CRM supported by analytics showing digital activity and enquiry details. 50% Qualify the prospect/lead 50% Secure a meeting How much time do you spend preparing and researching before making a “cold” call? Others had little more than a name and telephone number.
Miller Heiman Group
APRIL 25, 2019
Once upon a time, your CRM platform may have been your Rolodex, a stack of business cards or the random pieces of paper where you wrote down information about your business contacts and your interactions with them. As a result, only a privileged few businesses could enjoy the transparency and insight that CRMs provided into the sales process.
Red Star Kim
SEPTEMBER 22, 2022
All communications were disrupted during lockdown – the telephone once again became a valuable means of communications in the absence of face-to-face meetings. You should note on your CRM and other systems the preference of individuals and observe them. Some felt that the Covid pandemic was responsible. Delegate poll results.
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