Red Star Kim

DECEMBER 5, 2023

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

CRM Marketing Interpersonal Skills Client Relationships 130

Red Star Kim

OCTOBER 19, 2023

Some were fortunate to receive full details from the firm’s CRM supported by analytics showing digital activity and enquiry details. Others had little more than a name and telephone number. Where information was sparse it limited the amount of preparation that could be done.

Emotional Intelligence 130

Emotional Intelligence Value Proposition Decision-making Digitalization 130

Red Star Kim

OCTOBER 16, 2023

Most commented on the data challenges of referrer management – although accountants using PracticePortal were happy with their CRM. Sharing some CRM horror stories felt like much-needed therapy. amongst us. This extended to complaints of kids’ school emails and homework app overload. Sharing is caring?

Management 130

Management Emotional Intelligence Onboarding Communication 130

Red Star Kim

NOVEMBER 1, 2023

Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. Protectionism – Some fee-earners could be insecure and defensive about sharing client information and relationships. The culture and rewards systems sometimes worked against integrated client teams.

Key Account Management 130

Key Account Management Account Management Value Proposition Client Relationships 130

Red Star Kim

APRIL 24, 2023

Two thirds of delegates were most interested in using the telephone to reach people proactively whereas a third were most interested in building relationships on the telephone All delegates felt that their emotional intelligence was high.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Digitalization 26