Account marketing, Communication, CRM and Marketing

Account marketing

Communication

CRM

Marketing

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

Red Star Kim

DECEMBER 5, 2023

In November it was a full house for the PM Forum’s Proactive marketing and business development executive online workshop. It was on budget day so those from accountancy and tax practices had a lot going on. Proactive marketing and business development executives – CRM, internal engagement and career insights.

CRM

CRM Marketing Interpersonal Skills Client Relationships

Professional services marketing/BD case studies – Moore Kingston Smith, Mazars, Capsticks, Fladgate, Travers Smith, Mills & Reeve and brand awards

Red Star Kim

AUGUST 31, 2023

To support my training courses and workshops, I keep an eye out for interesting marketing and business development case studies. Today I summarise professional services marketing/BD case studies – Moore Kingston Smith, Mazars, Fladgate, Travers Smith, Mills & Reeve. Investment in the global real estate market was nearly $11.5

Marketing

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Trending Sources

Upland

Release time to become a more proactive Marketing and Business Development Executive (November 2022)

Red Star Kim

DECEMBER 2, 2022

It was a full house at November’s PM Forum workshop for Proactive Marketing and Business Development Executives. Release time to become a more proactive Marketing and Business Development Executive. Prioritise – Use marketing and business development plans (and your line manager) to focus attention and identify priorities.

Marketing

Marketing Communication Meetings Strategic Thinking

The Top Marketing Trends for 2023: AI Captures the Most Mindshare, but Marketers Have More on Their Plates

Strategic Communications

OCTOBER 3, 2023

When it comes to trend spotting in the marketing space, there’s a bright, shiny thing in the room: artificial intelligence. AI is clearly top of mind for marketers. When it comes to AI, the generative variety (like ChatGPT) is by far the leading trend impacting marketing.

Marketing

Marketing Advertising Co-Creation Digitalization

Referrer Management – Capacity and Capability

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

Management Emotional Intelligence Onboarding Communication

What Are the Different Levels of Account Based Marketing?

LinkedFusion

AUGUST 27, 2023

Account-based marketing is a marketing tactic that is sales-oriented. Generally, marketing strategies generate leads, and then sales teams try to convert them. But the same is not the case with account-based marketing. Let’s see how you can do it. The holy grail is scaling your personalized ABM campaigns.

Marketing

Marketing B2B Client Relationships Organization

The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

APRIL 12, 2023

With a full house of marketing and business development executives from legal and accountancy firms across the UK it was an interactive, valuable and fun day (Thank you delegates for your spirited engagement and thanks to Morag Campbell for your superb technical hosting!). Do you feel there is a lot of crossover between them?”

Media

Media Marketing B2C Stakeholders

Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

FEBRUARY 9, 2023

Overcoming silos and internal communication for cross-selling A key barrier to cross-selling and internal referrals was that firms were structured into silos. Referrers and events Organising and attending events were an integral part of marketing and business development activities to create and strengthen relationship with referrers.

Management

Management Emotional Intelligence Cybersecurity CRM

Implementing Account-Based Selling in Your Sales Process

Arpedio

FEBRUARY 26, 2024

Understanding Account-Based Selling ABS is a strategic framework that aligns sales and marketing efforts to target and engage high-value accounts. Collaboration between Sales and Marketing Foster close collaboration between your sales and marketing teams to ensure a unified approach.

Advertising

Advertising Sales CRM Media

Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

JUNE 15, 2023

IBISWorld – Industry Market Research, Reports, & Statistics Mintel – UK Sector and industry consumer reports from £1500 UK Archives | Mintel Store Nexis – Licensed news and media information, company data, regulatory and legal information, and market & industry reports. How should firms identify their strategic accounts?

Key Account Management

Key Account Management Account Management Management Client Relationships

Best monday.com Alternative in 2022 | Insightly

Insightly

AUGUST 3, 2022

In recent years, monday.com has surged to the front of the pack regarding online work management tools, especially for robust teams of marketers, developers, designers and salespeople. monday.com is even expanding into the sales arena with seemingly attractive CRM features. . monday.com CRM overview.

CRM

CRM Small Business Marketing Decision-making

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

Red Star Kim

APRIL 17, 2023

There were also variations on factors such as financial (it’s easy to measure revenue and profit) and others such as market positioning, longevity, reliability/security and prestige. Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information.

Management

Management Manufacturing Client Relationships Facilitation

5 ways to tell when you should use lead generation or sales prospecting

PandaDoc

JUNE 21, 2021

Although a prospect may not have directly expressed an interest in your business specifically, you know they are in the market for a product like yours. Targeting your marketing efforts towards this group gives you a much better chance of first generating quality leads and, ultimately, conversion. Marketing is a form of lead gen.

Sales

Sales Decision-making Small Business Meetings

Key Account Management: The Ultimate Guide

Hubspot Sales

MARCH 18, 2019

Obviously, you still want to provide excellent customer service and support to promote word-of-mouth marketing and high retention rates.). The above rule has an exception: If you can get your foot in the door of the prospect's company and then grow the account by selling to other departments, offices, subsidiaries, etc.,

Key Account Management

Key Account Management Account Management Management Account Strategy

Strategic Accounts Today

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

Professional services marketing/BD case studies – Moore Kingston Smith, Mazars, Capsticks, Fladgate, Travers Smith, Mills & Reeve and brand awards

Trending Sources

Release time to become a more proactive Marketing and Business Development Executive (November 2022)

The Top Marketing Trends for 2023: AI Captures the Most Mindshare, but Marketers Have More on Their Plates

Referrer Management – Capacity and Capability

What Are the Different Levels of Account Based Marketing?

The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Referrer and Intermediary Management – Silos, Targets and Culture

Implementing Account-Based Selling in Your Sales Process

Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Best monday.com Alternative in 2022 | Insightly

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

5 ways to tell when you should use lead generation or sales prospecting

Key Account Management: The Ultimate Guide

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