Remove 2017 Remove Account marketing Remove CRM Remove Emotional Intelligence
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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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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

While some firms used CRM systems (Microsoft Dynamics and SalesForce were mentioned) to overcome a lack of internal communication about referrers and clients and past and current cases, many reported that they lacked good enough data to conduct analysis to support cross-selling initiatives. That’s how you get ahead – you push boundaries.’