Remove 2022 Remove Artificial Intelligence Remove Business Planning Remove Communication
article thumbnail

Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

Private client management and marketing: Business plans, recruitment, assessments and automation. Core challenges for private client law leaders The core challenges identified throughout the day were the interlinked topics of business plans, recruitment, assessments and automation. 10 reasons why (kimtasso.com).

article thumbnail

Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing

Red Star Kim

See also integrated-business-planning-oct12.pdf See also integrated-business-planning-oct12.pdf There was also much debate about the use of artificial intelligence (AI). Ultimately strategy needs buy-in from all partners on the ground so ideally they should be included in the strategy development process.

Marketing 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

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 learn about their markets and clients, help formulate strategy and develop plans. Other firms will have these roles integrated.

Marketing 130
article thumbnail

Managing Partners’ Forum Strategy Summit

Red Star Kim

My takeaways from the insightful facilitators and panellists were: Recruitment of lawyers is down on previous years whereas business support is up Increase in tax hires in law firms Increase in marketing roles (exceeding 2019 numbers) Whilst training/learning roles shrunk compared to 2019 there was an increase in employee relations roles Legal sector (..)

article thumbnail

How to develop a CRM strategy for an organization

Apptivo

With an effective CRM strategy, you can grow your business in a remarkable way. A CRM strategy is a business plan which helps to grow the revenue and profit for the company. A CRM strategy encircles the ability to leverage the CRM software with customer data to achieve the best business outcomes. What is a CRM strategy?

CRM 52