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

Insightly

AUGUST 3, 2022

What is the best monday.com alternative in 2022? If you’re looking for the perfect platform for your business in 2022, there’s no shortage of solutions. monday.com is even expanding into the sales arena with seemingly attractive CRM features. . monday.com CRM overview. monday.com CRM overview.

CRM 52

CRM Small Business Marketing Decision-making 52

Red Star Kim

DECEMBER 2, 2022

Thinking about how we can use the data more to evidence the benefits and encourage marketing involvement with fee earners e.g. showing benefits and results of content creation, data input in the CRM – activities/relationships. Reflections from Marketing and Business Development Executives (kimtasso.com) April 2022.

Marketing 130

Marketing Communication Meetings Strategic Thinking 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

APRIL 17, 2023

Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information. Social media was used by all firms but to varying degrees – there was less activity in sharing joint content and endorsements/recommendations than other methods.

Management 130

Management Manufacturing Client Relationships Facilitation 130

Red Star Kim

AUGUST 31, 2023

It includes research from leading real estate experts like JLL: “Among all real estate sectors, JLL’s data shows that the living/multi-housing sector made up the largest share of investment in 2022, at 32%, dropping slightly to 30% in 2023. Campaigns are run on the big issues facing clients.

Marketing 130

Marketing Leadership Government Logistics 130

Red Star Kim

JUNE 15, 2023

How should firms identify their strategic accounts? 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).

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130