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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. Private client management and marketing: Business plans, recruitment, assessments and automation. kimtasso.com). kimtasso.com).

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Future Marketing and Business Development Manager: Connections, Collaboration, Context, Creativity, Cause and Continuous learning

Red Star Kim

In early December (and despite the train strike), we gathered at the offices of London | Simmons & Simmons (simmons-simmons.com) for a workshop on “Future Marketing and Business Development Manager”. Future Marketing and Business Development Manager: Connections, Collaboration, Context, Creativity, Cause and Continuous learning.

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

Red Star Kim

| Microsoft Dynamics 365 CRM Software | Infor CRM SLX (In 2014, Infor acquired Saleslogix from Sage) What is Intapp CRM? Another delegate suggested using monday.com | A new way of working to integrate all action lists and help avoid being overwhelmed by so many tasks. Sometimes marketing and sales system are not integrated.

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Is That Sales Rep a Robot? 8 Tell-Tale Signs You're Talking to AI [+Why Human Reps Are Still Necessary]

Hubspot Sales

In addition to managing customer contacts, reps are responsible for preparing reports, generating leads, and all other related administrative tasks. Data entry and administrative tasks took up so much time in 2018 that sales professionals could only spend one-third of their time making sales.

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Future Marketing/BD Manager – Build resilience to avoid being overwhelmed

Red Star Kim

A key theme arising at the March PM Forum “ Future Marketing/Business Development Manager” (with delegates from legal, accountancy and consultancy firms) was about being overwhelmed. There were conversations about overwhelmed marketing/BD managers, overwhelmed M&BD teams and overwhelmed fee-earners. What are our goals?

Marketing 130
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Preparing M&BD professionals for the future – learning, skills and knowledge transfer

Red Star Kim

At the 28 th PM Forum Annual Conference in September I (in my capacity as Head of Training and Learning Transfer of the Managing Partners’ Forum and PM Forum), co-presented breakout sessions with Julie McConnell of international law firm White & Case. Senior management and human resource professionals stressed the need for transparency.

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Top 50 Customer Success Influencers 2021

SmartKarrot

he has been supporting the customer relationship management professionals and teams for over decades now. Apart from consulting and writing about customer lifecycle management and sustainable profitability, he is a generous contributor to non-profit initiatives. Rick Adams. Peter Armaly. Julie Hogan.