article thumbnail

Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

At the end of January, I enjoyed meeting delegates (at the Novotel at Tower Hill) on the MBL “Developing more work from referrers and intermediaries” workshop. Cross-pollination could be achieved by having people attend meetings for different departments. That’s how you get ahead – you push boundaries.’

article thumbnail

Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

There were comments that it was unusual for people to be in the office so face time and in person meetings – where it is easier to develop rapport, trust and solid working relationships – were rare. Finding ways to meet with people in real time (such as at social events) can help. Make myself more visible in meeting with fee earners.

CRM 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

(profit, growth and core legal services) How can Nexl help law firms execute their Strategic Account initiatives? (no-data-entry no-data-entry CRM; relationship intelligence (ERM); revenue operations system; automatic capture of emails, meetings and referrals). Some firms provide templates of different types of KAM meeting types.

article thumbnail

Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

Exercises using referrer organisation briefing sheets (and scorecards) and an individual buyer profile were thought to be very useful. Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information.

article thumbnail

Release time to become a more proactive Marketing and Business Development Executive (November 2022)

Red Star Kim

Minimise meetings – Find alternative ways to communicate and/or ensure meetings are kept short by producing papers in advance and showing what decisions are required in meetings. Concierge – Available 24/7 to meet all of your needs. Proactive Marketing Executive – Eight top tips (kimtasso.com) February 2018.

Marketing 130
article thumbnail

PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

Red Star Kim

Several people had stayed in London overnight, having been to the PM Regional Committees meeting the day before. Leor rounded the day off by sharing his three takeaways: Thinking about the five chips approach to speaking in meetings to promote listening; using EVP to align strategy, the brand and M&BD; and strategy needs follow through.