Red Star Kim

FEBRUARY 8, 2024

Client relationship management (CRM) – how many close social (kimtasso.com). As well as prospecting tools for CRM ( Vainu , Apollo , Bloobirds ). For example, for accountants this might include Quoted Companies Alliance, UK Finance or Federation of Small Businesses.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Red Star Kim

FEBRUARY 6, 2023

Client Relationship Management (CRM) systems are the foundation upon which the success of professional services firms’ marketing relies. Those with roles in CRM, digital marketing, analytics and data stewardship will live and breathe the challenge of data quality and data compliance (GDPR). Hooray to that! Onboarding was rapid.

Marketing 26

Marketing Artificial Intelligence CRM Digitalization 26

SBI

JULY 14, 2021

Founded in 2015, Chorus is a leader in Conversation Intelligence, a space that industry analysts rank as the highest impact and highest satisfaction category of sales enablement technology available today. The purchase price will be funded with cash on hand and $500 million in additional financing. Morgan Stanley & Co.

Acquisition 34

Acquisition Artificial Intelligence Software Software 34

Red Star Kim

APRIL 24, 2023

Louise Wilson, Business Manager – Finance at Moneypenny said: “The data shows that even in an online world, we still seek the reassurance of human interaction. “Surveyed a variety of accountants and other financial service businesses and revealed they now receive 31% more calls.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Digitalization 26

Red Star Kim

SEPTEMBER 26, 2023

I presented a methodology to design marketing and BD team structures in November 2015. Here, the M&BD professionals – and perhaps those from other disciplines (such as finance or human resources) – will be formed into temporary project teams to assist with particular initiatives.

Marketing 130

Marketing Key Account Management Account Management Artificial Intelligence 130

Red Star Kim

JANUARY 5, 2023

CRM systems used : Hubspot, Clio, LawWare, Integrated with finance system. referrer management in professional service firms (kimtasso.com) December 2015 (When you can’t reciprocate). 100% Aimed at specific organisations/individuals. Amount of work generated by internal and external referrals? 80% 20%-50%. 20% 50%-80%.

Management 130

Management Media Key Account Management Communication 130

SmartKarrot

JANUARY 18, 2022

Indian SaaS enterprises deal with a wide variety of clients across finance, education, healthcare, and wellness. Found in 2015 by Vijay Yalamanchili, Keka, Keka is an HR and payroll management software designed for modern organizations. Agile CRM offers lead generation, contact management, and integrated telephony services.

e-Learning 11

e-Learning Finance Supply Chain CRM 11