Insightly

JUNE 1, 2022

During the last few months, the Insightly team has worked diligently to bring a full suite of feature updates to all four Insightly products: CRM, Marketing, Service, and AppConnect. Out of the box, it includes over 500 pre-built connectors to applications across HR, Finance, IT, Sales, Marketing, Productivity, and Data storage.

CRM 98

CRM Marketing Finance Publishing 98

Customer Think

MAY 25, 2023

By Francis Buttle[1], Julie Jones[2], Merlin Stone[3] The CRM Value Chain (CRM VC), shown in figure 1, aims to demystify, characterise, and conceptualise CRM. The CRM VC is made up of three Core Processes supported by five Enablers all of which contribute to CRM’s goal of driving up customer profitability.

CRM 111

CRM Marketing Profitability Sales 111

Nutshell

MARCH 8, 2023

But CRM does more than just support your customer service team. In this article, we’re giving you the inside scoop on how CRMs impact marketing, sales, and customer service teams to help your business thrive. Targeted marketing campaigns The role of CRM in marketing is quite simple: it’s your inside man.

CRM 48

CRM Marketing Advertising Acquisition 48

Account Management Skills

NOVEMBER 21, 2022

Welcome to Episode 75 with my guest Beth Sharma , Client Services Director at Hallam. This episode is for you if you’re interested in any of the following three areas: You’d like to know what the Client Services Director does in an award-winning digital marketing agency. I hadn’t worked in digital marketing.

Digitalization 104

Digitalization Account Management Marketing Leadership 104

SBI Growth

SEPTEMBER 26, 2020

Over the last 6 months, there have only been an elite few known as “Accelerators” — those companies that have thrived in a recessionary environment. One such company is CAS, a division of the American Chemical Society. By expediting the growth.

Business Services 99

Business Services Marketing Customer Experience Meetings 99

Crank Wheel

JUNE 15, 2022

Getting leads for your service-based business isn’t a cakewalk. You need to spend hours understanding your target audience, identifying the channels they’ll be active on, creating content and combining different methods of lead generation to even start filling your pipeline.

Digitalization 74

Digitalization Marketing 74

Red Star Kim

FEBRUARY 8, 2024

And I’ve noted the highlights of the sessions by other speakers (How the BD function can be more influential, Rethinking your online strategy, Digital marketing maturity and Best practice for KAM) below. Here is a summary of the sales targeting toolbox for professional services firms.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Red Star Kim

FEBRUARY 1, 2024

In its 12 th year – it obtains the opinions of around 100 CMOs from professional service firms. International Marketing Benchmark 2024 from Meridian West – AI dominates the agenda. Key findings of the International Marketing Benchmark 2024 Unsurprisingly, there is generally much greater business confidence.

Marketing 130

Marketing Leadership Profitability Digitalization 130

Red Star Kim

DECEMBER 18, 2023

The workshop covered strategic thinking, business strategy and marketing and business development (MBD) strategy. We looked at case studies from professional services firms. The complexity of professional services firms adds to the strategy challenge. The complexity of professional services firms adds to the strategy challenge.

Marketing 130

Marketing Strategic Thinking Artificial Intelligence Stakeholders 130

Red Star Kim

OCTOBER 13, 2023

Our focus was on the accelerating change in the market, the professions and marketing and the challenge this presents in anticipating future training needs. Although it does provide indepth knowledge of legal services. These are not aligned to professional services marketing.

Supply Chain 162

Supply Chain Emotional Intelligence Construction Innovation 162

Red Star Kim

NOVEMBER 17, 2023

At training workshops, people often ask me for case studies of successful marketing and business development strategies and campaigns at professional services firms. Here I summarise brand, referrals, research, key account management (KAM) and new service development case studies. Some competitors enjoyed 2.5

Marketing 130

Marketing Key Account Management Innovation Account Management 130

Red Star Kim

SEPTEMBER 26, 2023

I presented a methodology to design marketing and BD team structures in November 2015. Some of the points raised then remain the same, whilst new market conditions bring additional components into the equation. Expectations of M&BD (reactive service or proactive advisers?) From within or beyond professional services?)

Marketing 130

Marketing Key Account Management Account Management Artificial Intelligence 130

Red Star Kim

SEPTEMBER 14, 2023

It received such a warm and enthusiastic response that it was suggested we consider a series highlighting the giants of professional services marketing and business development. He then created both the PM Forum and Managing Partners’​ Forum – two key membership groups in professional services.

Management 130

Management Leadership Innovation Government 130

Red Star Kim

SEPTEMBER 29, 2023

The September PM Forum workshop on “ Professional and Practical Skills for Marketing and Business Development (M&BD) Assistants” was attended by 18 delegates from legal, accountancy, consultancy and actuarial firms. Differentiation is a critical aspect of professional services marketing and is no different in personal brands.

Marketing 130

Marketing Stakeholders Digitalization Communication 130

Mike Kunkle

OCTOBER 8, 2023

This strategic approach goes beyond conventional departmental boundaries, breaks down silos, and encompasses product, marketing, demand generation, sales enablement, and the encompassing realm of customer experience (whether it goes by customer support, customer success, customer service, or a combination of these).

Customer Experience 277

Customer Experience Decision-making Profitability Marketing 277

Red Star Kim

FEBRUARY 15, 2024

MBD executives, advisors, managers, client services executives and BDMs from law firms, economics and management consultancies joined a PM Forum workshop on “Coaching and Consulting Skills for Marketing and Business Development”. In return for their professional services, the consultant charges a fee. What is a consultant?

Facilitation 130

Facilitation Decision-making Emotional Intelligence Acquisition 130

Red Star Kim

NOVEMBER 13, 2023

Private client management and marketing: Business plans, recruitment, assessments and automation. And 90% didn’t have a marketing plan for private client. And to ensure that any new systems were adopted by employees and embedded in day to day practice to ensure consistency of service. What does your customer value?

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Red Star Kim

NOVEMBER 1, 2023

At the recent PM Forum workshop on “Selling processes and sales skills for marketing and business development professionals” we focused on sales and selling challenges in professional services. Selling challenges in professional services: Sales processes and skills. Their fee-earners are often in the same boat.

Key Account Management 130

Key Account Management Account Management Value Proposition Client Relationships 130

Red Star Kim

SEPTEMBER 8, 2023

As well as marketing and business development executives and managers there were also those in specialist pricing and bid roles. Second, I observed that often in professional services marketing and business development we have minimal involvement in research, innovation, product development and pricing.

Procurement 147

Procurement Value Proposition Finance Artificial Intelligence 147

Red Star Kim

MAY 11, 2023

This post reviews the core material covered in Managing Brands Chartered Institute of Marketing (CIM) professional qualification (Level 6 elective New CIM professional marketing qualifications – 2020 (kimtasso.com) ) and the Cambridge Marketing College’s Marketing Manager Apprenticeship – a Level 6 Qualification (kimtasso.com).

Management 130

Management Co-Creation Publishing Leadership 130

Red Star Kim

SEPTEMBER 29, 2023

The Managing Partners’ Forum (mpfglobal.com) holds quarterly meetings of its Advisory Board where senior leaders discuss issues pertinent to the professional services sector. This confirms the vital contribution of the professional services sector at a time when growth in the UK overall is flat-lining. This compares to 8.3%

Meetings 130

Meetings Government Management Finance 130

Red Star Kim

JUNE 7, 2023

We considered strategic thinking, business strategy and marketing and business development strategy. So there should be something for everyone – a summary of the workshop discussions, examples of notable UK and Irish professional service firm strategies and some strategy insights. Strategic change takes time and energy.

Artificial Intelligence 130

Artificial Intelligence Transportation Digital Transformation Innovation 130

Red Star Kim

JANUARY 16, 2023

On 12 th January Keith Hardie at the PM Forum hosted a presentation by Alastair Beddow of Meridian West on the 11 th Annual International Marketing Benchmark. The benchmark provided a snapshot of the views of 112 marketing and business development (M&BD) leaders at professional service firms (PSF). Develop new services.

Marketing 130

Marketing Co-Creation Government Artificial Intelligence 130

Red Star Kim

DECEMBER 12, 2023

In early December (and despite the train strike), we gathered at the offices of London | Simmons & Simmons (simmons-simmons.com) for a workshop on “Future Marketing and Business Development Manager”. Future Marketing and Business Development Manager: Connections, Collaboration, Context, Creativity, Cause and Continuous learning.

Marketing 130

Marketing Emotional Intelligence Management Leadership 130

Red Star Kim

NOVEMBER 24, 2023

For over 20 years I have attended and reported on the annual Professional Marketing conference. The theme of the 28 th conference this year was “ Harness the power within your firm – creating stellar marketing for the future”. We are in danger of being as siloed as our fee-earners – He rallied for a more “ holistic marketing”.

Digitalization 130

Digitalization Leadership Marketing Brainstorming 130

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. Proactive marketing and business development executives – CRM, internal engagement and career insights. A variety of specialist (to professional services) and mainstream CRM systems were explored.

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

Red Star Kim

AUGUST 24, 2023

And it’s particularly valuable to those working in professional services firms. He has also been a management consultant, a marketing director and a financial journalist. He was an early pioneer in professional services marketing. About the author Christopher Stoakes was originally a lawyer.

Finance 130

Finance Government Profitability Banking 130

Red Star Kim

AUGUST 1, 2023

At the recent PM Forum workshop on “Marketing and Business Development Planning in a Nutshell” the key issue to emerge from delegates was “How to engage fee-earners in the M&BD planning process?”. A company goes to an external agency (or its internal marketing team) for help to develop more business.

Decision-making 130

Decision-making Marketing Business Planning Management 130

The Center for Sales Strategy

MAY 3, 2019

> The Top Business KPIs You Should Be Tracking for Marketing, Sales, and Service — LeadG2. - MOTIVATION -. ALL PROGRESS TAKES PLACE OUTSIDE THE COMFORT ZONE". MICHAEL JOHN BOBAK. AROUND THE WEB -. > Did you know that businesses that document their strategies receive a 538% greater chance of succeeding in their efforts?

Marketing 57

Marketing Sales Organization 57

Red Star Kim

AUGUST 18, 2022

The Great Resignation arrived somewhat early in the marketing and business development (M&BD) teams of professional services firms (PSF) after Covid. During Covid, everyone realised the greater importance of digital marketing and the dearth of digital talent became apparent. Marketing or Business Development or both ?

Marketing 130

Marketing Digitalization Investors B2C 130

Red Star Kim

FEBRUARY 28, 2023

Both to maintain service levels and underpin growth strategies. Some were concerned with the challenge of making flexible working align with client expectations for face-to-face contact and service delivery. Larger professional services firm were using automation in this area.

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

Red Star Kim

JUNE 1, 2023

There are other ways to differentiate such as through innovation, relationship and service excellence, new product and service development and new delivery platforms. This may take place on a periodic basis – for example, in support of your marketing planning cycle. Some can be expensive and/or require subscription basis.

Value Proposition 130

Value Proposition Innovation Marketing Media 130