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Internal Referrer Management – Employee Communication and Alumni Programmes

Red Star Kim

These are shared with their colleagues to act as a further prompt as well as inspiring others to try something new too The entire firm takes part in Tech Timeout Tuesday each year as an annual commitment to boost their digital wellbeing.

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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. Digital environment – Where people buy people, the challenge of forging strong personal relationships becomes more acute when most communications are managed through digital channels.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

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. Client relationship management (CRM) – how many close social (kimtasso.com). Some automated systems (e.g.

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How the 10 Worst Ecommerce CRM Fails of All Time Could Have Been Prevented

Agile CRM

CRM (customer relationship management) refers to systems used by companies to manage current and potential customers and use the data obtained to build customer relationships, which will in turn increase sales. CIO magazine reported that approximately a third of all CRM projects fail. Qualities of a good CRM tool.

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Update on marketing and business development (M&BD) team structures

Red Star Kim

Or their focus may be on digital and predictive analytics. The research team will ensure that all data and surveys are managed and integrated in central knowledge systems and integrated with CRM and performance monitoring. These people may be directed at horizon scanning, commercial research and market insights.

Marketing 130
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Professional services marketing/BD case studies – Moore Kingston Smith, Mazars, Capsticks, Fladgate, Travers Smith, Mills & Reeve and brand awards

Red Star Kim

Travers Smith (law) rebrand This was a case study from Passle (I first wrote about Passle in 2016 Passle for content creation and distribution – Grow your experts (kimtasso.com) ). It’s the story of a successful rebrand by Julie Stott who is CMO at leading law firm Travers Smith.

Marketing 130
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How Sales Reps Can Use Generative AI to Sell Faster

Hubspot Sales

Other AI tools draw data from sources like a CRM, LinkedIn, or industry databases. This time is lost to internal meetings and emails, prospect research, manually writing cold emails, updating their CRM, and scheduling. Typing up notes to add to their CRM? Generative AI has two sides: input and output. Sound familiar?