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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!

CRM 130
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Implementing Account-Based Selling in Your Sales Process

Arpedio

A strategy that has gained significant traction in recent years is Account-Based Selling (ABS). This approach goes beyond traditional lead generation and focuses on personalized, targeted efforts towards high-value accounts. Leverage technology, such as marketing automation and CRM tools, to scale personalization efforts effectively.

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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 took two years in total but they have had brilliant recognition and her team at Travers Smith have received the ultimate reward through positive internal and external feedback as well as winning multiple awards Brand Management and Reputation Awards – 2023 While talking of awards, there were numerous professional service winners in these awards (..)

Marketing 130
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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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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

While some firms used CRM systems (Microsoft Dynamics and SalesForce were mentioned) to overcome a lack of internal communication about referrers and clients and past and current cases, many reported that they lacked good enough data to conduct analysis to support cross-selling initiatives.

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

Red Star Kim

How should firms identify their strategic accounts? profit, growth and core legal services) How can Nexl help law firms execute their Strategic Account initiatives? (no-data-entry no-data-entry CRM; relationship intelligence (ERM); revenue operations system; automatic capture of emails, meetings and referrals).