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 16, 2023

10 reasons why (kimtasso.com) Marketing planning in a nutshell – simple and complex plans (kimtasso.com) Data and systems It was good to have a sprinkling of IT geeks (their label not mine!) Most commented on the data challenges of referrer management – although accountants using PracticePortal were happy with their CRM.

Management 130

Management Emotional Intelligence Onboarding Communication 130

Red Star Kim

JUNE 15, 2023

(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). 50% Yes 40% No 10% Sort of How do you report KAM/ABM success?

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Red Star Kim

APRIL 17, 2023

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

Management 130

Management Manufacturing Client Relationships Facilitation 130

Red Star Kim

DECEMBER 2, 2022

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. Six themes for Proactive Marketing and BD Executives (2019) (kimtasso.com) January 2020.

Marketing 130

Marketing Communication Meetings Strategic Thinking 130

Red Star Kim

APRIL 12, 2023

Previously, my proactive activities were large projects that I took on e.g. implementing an experience database, a tidy up of our CRM systems. Are there any tips for how to deal with those kind of meetings / getting buy in from people more senior (whether fee earners or support staff)? How much information is actually retained?

Media 130

Media Marketing B2C Stakeholders 130

PandaDoc

JUNE 21, 2021

Building databases, asking friends and family, and creating social media accounts. Marketing is a form of lead gen. You might choose to update your content marketing strategy to capture more leads. These are qualifying , meeting , and closing. There are different approaches you can take to meeting your prospects.

Sales 98

Sales Decision-making Small Business Meetings 98