Remove 2023 Remove Client Relationships Remove Digitalization Remove Finance
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28th PM Forum Conference: Organisational culture, mentoring, digital distraction, ESG and client experience (2023)

Red Star Kim

28 th PM Forum Conference: Organisational culture, mentoring, digital distraction, ESG and client experience (2023) Reprinted from PM Magazine With 100+ people enjoying coffee in bright orange TUC mugs, the buzz heightened to good vibrations: Connecting with familiar faces and new friends, both old hands and the next generation.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

And I’ve noted the highlights of the sessions by other speakers (How the BD function can be more influential, Rethinking your online strategy, Digital marketing maturity and Best practice for KAM) below. Capacity planning – Research suggests that humans can probably manage a maximum 150 to 250 close relationships.

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2023’s Top 10 Insightly CRM Integrations

Insightly

The latest trend shaping the customer relationship management (CRM) horizon is the growing importance of the ability to integrate. One key takeaway from 2023 is that CRM systems should not operate in isolation. This includes tools for email, marketing automation, finance, project management, and customer support.

CRM 52
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How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

Red Star Kim

Consistency was another theme as well as the need for clarity of target audiences and the use of various media outlets, preferred digital channels and modes of engagement. How happy are you with your CRM (and integrated mailing, analytics and relationship management capabilities)?

Marketing 130
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The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

However, the digital revolution reduced the distinction between B2C (Business to Consumer) and B2B marketing with increasing use of digital marketing throughout the professional services client journey. Check this out The 10 best legal social media users of 2023 – Legal Cheek and see the material above on buy-in generally.

Media 130
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How you can benefit from sales processes automation

PandaDoc

It also affects clients, partners, distribution channels, and other parties involved. The ultimate goal is to enable salespeople to focus on closing deals and developing client relationships and spend less time on routine tasks. Discover more about sales automation — schedule your demo !

Sales 52
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Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

There have been many requests recently for inhouse training on telephone skills to support client service and selling both for fee-earners and support staff. Earlier in April I ran a public MBL “Pick up the phone – Client service and sales opportunities for professionals in the digital age” online training workshop.