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

Red Star Kim

Ideas on how to spend any “free” time ranged from competitor and analytics analysis to business plans for teams although some mentioned getting up to date on admin. It was interesting to learn how Business Development Executives work with managing client relationships”.

CRM 130
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Referrer Management – Capacity and Capability

Red Star Kim

And co-create a plan. Why do you need a business plan? 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!)

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Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

Red Star Kim

Recruitment Many delegates reported that a core challenge for their private client team was recruitment. Having confident leadership with a strong vision, backed up with a robust business plan and strategy and evidence of progress was attractive to potential recruits.

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The Importance of UX in Customer Relationship Management

Apptivo

You can concentrate better on more lucrative tasks like data analysis, discovering new customer segments, and developing those client relationships by spending less time attempting to hash out too complex operations. Seamless execution of business plans. Let’s now delve deeper into this subject.