Remove 2021 Remove Communication Remove CRM Remove Finance
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Q2–2022: Product updates to Insightly AppConnect, Service, Marketing, and CRM

Insightly

During the last few months, the Insightly team has worked diligently to bring a full suite of feature updates to all four Insightly products: CRM, Marketing, Service, and AppConnect. Out of the box, it includes over 500 pre-built connectors to applications across HR, Finance, IT, Sales, Marketing, Productivity, and Data storage.

CRM 98
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How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

Red Star Kim

The session comprises three elements: marketing and business development fundamentals, practical marketing communication and business development skills and growing your career. One delegate question was “ What tips to engage fee earners with investing time and data into the CRM systems?”. How do you stand out from your peers?

Marketing 130
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Cultivate a cross-selling culture

Red Star Kim

This included improving internal communication and collaboration as well as motivation to devote time to internal and external referrals: cultivate a cross-selling culture. Internal communication – Why, how and what (kimtasso.com). And a key theme is on culture change. They need to be focused.

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How Aramex’s Young SAM Program Provides Strategic Value and Impact

Strategic Account Management Association

Aramex was the recipient of the 2021 SAMA Excellence Award for “Outstanding Young SAM Program.”. Key Account Planning: Outlines a standardized methodology and template for key account planning, which has enabled the team to use account plans as a communication vehicle for internal and customer-facing purposes.

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7 sales prospecting techniques you need to succeed in 2021

Zendesk

7 sales prospecting techniques (and how they’ve evolved in 2021). Though the techniques may be familiar, you may need to slightly adjust their execution in 2021 to appeal to post-pandemic customers. Set your personal phone and communication channels to “do not disturb” so you’re able to focus. Business management and finance.

Sales 104
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Referrer Management Strategies – Rationale and Challenges

Red Star Kim

While there are many proven and successful digital marketing strategies and communications strategies when it comes to reaching clients directly – the strategies for forging and developing relationships with third party referrers and intermediaries can be more challenging. Communicate more internally about our engagement with referrers.

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Update on marketing and business development (M&BD) team structures

Red Star Kim

Process integration – Some firms separate out marketing, communications and sales functions – usually the larger firms where more specialisation is required. They then brief and manage the operations team for implementation support on communications, events, design, content production and email campaigns.

Marketing 130