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

How can I make the time to be proactive? 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. Find examples/templates of a best practice business development plan/marketing plan. The image exercise!

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

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

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. In my first week, the week before Christmas, I worked on four pitches. Do you feel there is a lot of crossover between them?”

Media 130

Media Marketing B2C Stakeholders 130

Strategic Communications

OCTOBER 3, 2023

Gartner defines them as experiences that “change customers’ understanding of their own needs and make them feel more confident moving in a new direction.” Marketing budgets have remained relatively flat at 9.1 percent in 2022. Video, she says, makes that happen. The firm valued the current market at $176.6

Marketing 80

Marketing Advertising Co-Creation Digitalization 80