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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

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!

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The Top Marketing Trends for 2023: AI Captures the Most Mindshare, but Marketers Have More on Their Plates

Strategic Communications

That’s a huge concern for chief marketing officers today, particularly as companies deal with the current economic uncertainty. In fact, 71 percent of CMOs believe they lack sufficient budget to fully execute their strategies in 2023, according to research from Gartner. Marketing budgets have remained relatively flat at 9.1

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Professional services marketing/BD case studies – Moore Kingston Smith, Mazars, Capsticks, Fladgate, Travers Smith, Mills & Reeve and brand awards

Red Star Kim

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. 90% of UK C-suite executives have a positive outlook for growth in 2023).

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Referrer Management – Capacity and Capability

Red Star Kim

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.

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

This article from January 2023 Strategic Account Management for Law Firms in the Age of Remote Working – Nexl answers the questions: What is strategic account management (SAM)? How should firms identify their strategic accounts? It stopped using the OnePlace name in February 2023. Why do law firms needs SAM?

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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

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.

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The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

Previously, my proactive activities were large projects that I took on e.g. implementing an experience database, a tidy up of our CRM systems. Check this out The 10 best legal social media users of 2023 – Legal Cheek and see the material above on buy-in generally.

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