Remove Account marketing Remove Client Relationships Remove CRM Remove Management
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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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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop. Delegates were from legal and accountancy firms in the UK, Channel Islands, Germany and United Arab Emirates. Why do law firms needs SAM?

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Referrer Management – Capacity and Capability

Red Star Kim

Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management. Sharing some CRM horror stories felt like much-needed therapy. amongst us. Sharing is caring?

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

Red Star Kim

Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners. The main takeaways for the delegates can be summarised with the following themes: Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars.

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What Are the Different Levels of Account Based Marketing?

LinkedFusion

Strategic ABM Strategic Account Based Marketing is one of the varieties of account-based marketing that is most frequently used with preexisting, high-value accounts. With the use of this method, sales, marketing, and management may be able to cross-sell and upsell to these customers more successfully.

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

Red Star Kim

It’s great that people have a vested interest but it can be hard to manage and get a final sign off”. Previously, my proactive activities were large projects that I took on e.g. implementing an experience database, a tidy up of our CRM systems. 56% of the delegates had marketing qualifications.

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