CRM Emotional Intelligence Meetings 
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.
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.
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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
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.
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.
Red Star Kim
OCTOBER 16, 2023
Most commented on the data challenges of referrer management – although accountants using PracticePortal were happy with their CRM. Sharing some CRM horror stories felt like much-needed therapy. So some will prepare content, others will develop talks and others will concentrate on meeting referrers and developing relationships.
Red Star Kim
APRIL 24, 2023
Two thirds of delegates were most interested in using the telephone to reach people proactively whereas a third were most interested in building relationships on the telephone All delegates felt that their emotional intelligence was high.
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