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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. Let’s explore some of the most loved Insightly CRM integrations from 2023.

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Spotlight on Richard Chaplin, PM Forum and Managing Partners’ Forum

Red Star Kim

Harnessing that network, he has facilitated so many trailblazing developments. He then created both the PM Forum and Managing Partners’​ Forum – two key membership groups in professional services. No surprise that he’s a networking super-connector. And he’s still expanding the groups’ reach throughout the world with Keith Hardie.

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

Red Star Kim

Last week I facilitated MBL’s full day training session on “Developing more work from referrers and intermediaries”. Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners.

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Trust

Mercuri International

In our series of three short blog posts, we’ll be taking a look at some of the key issues facing HR as they navigate the increasingly complex landscape of 2023. Communication: HR can facilitate clear and open communication between the employer and employees. This can include regular meetings, feedback sessions, and town halls.

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PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

Red Star Kim

And many are looking forward to her book launch in March 2023. Most of the regular sponsors – Vuture, Mytton Williams, Thomson Reuters HighQ and Conscious – had stands in the refreshment area to facilitate conversation. I suspect that we will all taking micro-breaks and arranging post-match meals to improve future performance.

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

Red Star Kim

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. 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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Book review: Neuroscience for learning and development by Stella Collins

Red Star Kim

The colours worn by the facilitator may have an impact In webinars you’ll need more slides as people are wired to pay attention to “change” – use pictures or video rather than text Echoic memories are short – only holding about 3-4 seconds worth of information.