article thumbnail

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
article thumbnail

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

Overcoming silos and internal communication for cross-selling A key barrier to cross-selling and internal referrals was that firms were structured into silos. Here are the highlights on Referrer and Intermediary Management – Silos, Targets and Culture.

article thumbnail

Implementing Account-Based Selling in Your Sales Process

Arpedio

Leverage technology, such as marketing automation and CRM tools, to scale personalization efforts effectively. Tailor your communication strategy based on the preferences of each account, ensuring a seamless and integrated experience. Utilizing data-driven insights is essential in ABS.

article thumbnail

Professional services marketing/BD case studies – Moore Kingston Smith, Mazars, Capsticks, Fladgate, Travers Smith, Mills & Reeve and brand awards

Red Star Kim

There are 15 people in M&BD – eight in BD and bids and seven in marketing, communications and events. Capsticks (lawyers) – Four pillars of strategy The three-office firm’s third five-year plan was presented during a “Quarterly tea break” to over 600 staff (74 partners).

Marketing 130
article thumbnail

Best monday.com Alternative in 2022 | Insightly

Insightly

monday.com is even expanding into the sales arena with seemingly attractive CRM features. . However, when you look a little closer at monday.com’s features and benefits, you’ll find that they all follow a similar paradigm that may or may not work for many businesses, especially those looking for a solid CRM.

CRM 52
article thumbnail

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.