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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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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.

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

Red Star Kim

Boardroom Insiders – Database of 40,000 executive profiles Home Boardroom Insiders Companies house – Financial accounts and directors of UK Companies Get information about a company – GOV.UK (www.gov.uk) Beauhurst – 35,000 of the fastest growing companies in the UK. Used by many accounting firms.

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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.

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

Red Star Kim

The main reasons cited for a lack of cross-selling were: everyone is too busy and there is a lack of information about the other services provided by the firm. Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information.

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Release time to become a more proactive Marketing and Business Development Executive (November 2022)

Red Star Kim

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
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What Are the Different Levels of Account Based Marketing?

LinkedFusion

With the use of this method, sales, marketing, and management may be able to cross-sell and upsell to these customers more successfully. Strategic ABM comprises the creation of incredibly targeted account marketing strategies for a small group of high-value accounts—typically one to five.