Remove 2014 Remove Client Relationships Remove CRM Remove Meetings
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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

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!

CRM 130
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Rainmaking best practice in professional services firms (Selling behaviours)

Red Star Kim

He drafts messages to his connections in those organizations and proposes that they meet to discuss the implications. Over the past five years, the firm has trained over 500 partners, resulting in stronger client relationships and helping increase firm revenue. Especially as I have Native American ancestors.

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Doing more with less: 13 ways a good CRM reduces the need to have a large sales team

Nutshell

Customer relationship management (CRM) software makes it easier to handle your sales processes from beginning to end. While true for any business, small sales teams can reap the optimal benefits from the resources available in CRM software. The statistics demonstrating the benefits of CRM tool integration are undeniable.

CRM 71
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Doing more with less: 13 ways a good CRM reduces the need to have a large sales team

Nutshell

Customer relationship management (CRM) software makes it easier to handle your sales processes from beginning to end. While true for any business, small sales teams can reap the optimal benefits from the resources available in CRM software. The statistics demonstrating the benefits of CRM tool integration are undeniable.

CRM 71
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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Connected leadership – How professional relationships (kimtasso.com) Competitors – Analyse who your major competitors are advising and adapt their targeting methods (I’m a little uncomfortable with the current trend to use LinkedIn to review your competitors’ contacts and target them yourself!)

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Marketing technology system review – Clean contact data with Cirrom

Red Star Kim

So it was with great pleasure to meet him recently with his business partner and Vuture Co-Founder, Paul McAsey – to learn about his new system which tackles a challenge that just about every professional service firm experiences – that of clean data. Data is the lifeblood of both traditional and digital marketing. Hooray to that!

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Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

Yet there was an interesting article In March 2023 17 Top Reasons Lawyers Don’t Call Their Clients – The BTI Consulting Group “High-quality voice dialogue between clients and their relationship partners remains rare. This leaves a lot of room to develop client relationships”.