Red Star Kim

DECEMBER 5, 2023

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

CRM Marketing Interpersonal Skills Client Relationships 130

Red Star Kim

FEBRUARY 9, 2023

Overcoming silos and internal communication for cross-selling A key barrier to cross-selling and internal referrals was that firms were structured into silos. Referrers and events Organising and attending events were an integral part of marketing and business development activities to create and strengthen relationship with referrers.

Management 130

Management Emotional Intelligence Cybersecurity CRM 130

Red Star Kim

OCTOBER 16, 2023

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.

Management 130

Management Emotional Intelligence Onboarding Communication 130

Red Star Kim

DECEMBER 2, 2022

Minimise meetings – Find alternative ways to communicate and/or ensure meetings are kept short by producing papers in advance and showing what decisions are required in meetings. Help cross-pollinate ideas between teams with internal communication. Plan my career as I plan a marketing project to make it happen. Check strategy.

Marketing 130

Marketing Communication Meetings Strategic Thinking 130

Red Star Kim

APRIL 12, 2023

How can I be proactive when we are just trying to keep our head above water with constant pitch/event requests. Previously, my proactive activities were large projects that I took on e.g. implementing an experience database, a tidy up of our CRM systems. In my first week, the week before Christmas, I worked on four pitches.

Media 130

Media Marketing B2C Stakeholders 130

PandaDoc

JUNE 21, 2021

Building databases, asking friends and family, and creating social media accounts. Marketing is a form of lead gen. You might choose to update your content marketing strategy to capture more leads. Are you at that event because you have a genuine interest in the products on offer? Once a week? What do you think?

Sales 98

Sales Decision-making Small Business Meetings 98

Hubspot Sales

MARCH 18, 2019

Using both traditional and creative techniques to develop relationships with customer stakeholders (including [going to events and trade shows, networking on social media, getting warm introductions, etc.]). Keeping track of your accounts' satisfaction and reporting on their status to the organization. Both should trend upward.

Key Account Management 127

Key Account Management Account Management Management Account Strategy 127