Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars
Red Star Kim
APRIL 17, 2023
Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information. Half the delegates had a KAM (Key Account Management) programme at their firm. Two thirds of the delegates felt their personalities were dog and the other third thought they were cats.
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