Remove 2019 Remove Account marketing Remove CRM Remove Profitability
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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 Management – Capacity and Capability

Red Star Kim

Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. Sharing some CRM horror stories felt like much-needed therapy. amongst us.

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

Red Star Kim

million companies that are active but not required to file accounts and 6 million companies that are no longer activie. or profits greater than £150000), active and inactive companies with up to 10 years’ of financial data. How should firms identify their strategic accounts? Used for building lists with over 300 search criteria.

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

Red Star Kim

There were also variations on factors such as financial (it’s easy to measure revenue and profit) and others such as market positioning, longevity, reliability/security and prestige. Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information.

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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

Satisfaction rates continue to rise (from 2019 to 2021 surveys from 85% to 88%). But improving revenue and profitability through pricing sophistication isn’t simply about the firm. The firm also announced a record all-staff bonus pool of £2.6m, meaning staff received between £2,327 and £2,676 depending on length of service.

Marketing 130