Account marketing, Communication, CRM and Management

Account marketing

Communication

CRM

Management

Proactive marketing and business development executives – CRM, internal engagement and career insights

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

CRM Marketing Interpersonal Skills Client Relationships

Referrer Management – Capacity and Capability

Red Star Kim

OCTOBER 16, 2023

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?

Management

Management Emotional Intelligence Onboarding Communication

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Trending Sources

Account Manager Tips

Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

FEBRUARY 9, 2023

There were architects, bankers, accountants, forensic investigators, insolvency practitioners, lawyers, pension advisers and tax experts who had a range of areas of expertise including bloodstock, housing associations and commercial property. Here are the highlights on Referrer and Intermediary Management – Silos, Targets and Culture.

Management

Management Emotional Intelligence Cybersecurity CRM

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

Red Star Kim

JUNE 15, 2023

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. How should firms identify their strategic accounts?

Key Account Management

Key Account Management Account Management Management Client Relationships

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

Red Star Kim

APRIL 17, 2023

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.

Management

Management Manufacturing Client Relationships Facilitation

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

Red Star Kim

AUGUST 31, 2023

There are 15 people in M&BD – eight in BD and bids and seven in marketing, communications and events. This can be the managing partner and members of the board Look to appease everyone all the way through the process through inclusion. The firm has a sector focus on health/social care, emergency services and housing.

Marketing

Marketing Leadership Government Logistics

Key Account Management: The Ultimate Guide

Hubspot Sales

MARCH 18, 2019

The answer: Key account management. In this comprehensive guide to key account management, you'll learn: The definition of key account management. How to know whether your company needs a key account management strategy. The difference between key account management and selling.

Key Account Management

Key Account Management Account Management Management Account Strategy

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

Red Star Kim

DECEMBER 2, 2022

Many management teams I speak to express a desire for their M&BD Execs to be more proactive – which takes time, tact and the confidence to think ahead and adopt a more advisory approach. So we must take responsibility for managing our workloads – and asking for help with prioritising if necessary. Check strategy.

Marketing

Marketing Communication Meetings Strategic Thinking

Best monday.com Alternative in 2022 | Insightly

Insightly

AUGUST 3, 2022

In recent years, monday.com has surged to the front of the pack regarding online work management tools, especially for robust teams of marketers, developers, designers and salespeople. As a project management tool, the range of features and integrations is enticing. monday.com CRM overview. Enhanced customer clarity.

CRM

CRM Small Business Marketing Decision-making

What Are the Different Levels of Account Based Marketing?

LinkedFusion

AUGUST 27, 2023

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.

Marketing

Marketing B2B Client Relationships Organization

The Top Marketing Trends for 2023: AI Captures the Most Mindshare, but Marketers Have More on Their Plates

Strategic Communications

OCTOBER 3, 2023

But marketing leaders are being pressured “to do more with less,” Gartner says, and a majority (75 percent) are “under pressure to cut technology spend.” Responsibly managing resources is important,” says Lisa Loftis, product marketing manager at SAS. Note: This piece initially appeared in destination CRM.)

Marketing

Marketing Advertising Co-Creation Digitalization

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

Red Star Kim

APRIL 12, 2023

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.

Media

Media Marketing B2C Stakeholders

5 ways to tell when you should use lead generation or sales prospecting

PandaDoc

JUNE 21, 2021

For example, your ideal customer profile may be a business that is looking for the best task management software. Although a prospect may not have directly expressed an interest in your business specifically, you know they are in the market for a product like yours. Marketing is a form of lead gen. Time management.

Sales

Sales Decision-making Small Business Meetings

Strategic Accounts Today

Proactive marketing and business development executives – CRM, internal engagement and career insights

Referrer Management – Capacity and Capability

Trending Sources

Referrer and Intermediary Management – Silos, Targets and Culture

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

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

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

Key Account Management: The Ultimate Guide

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

Best monday.com Alternative in 2022 | Insightly

What Are the Different Levels of Account Based Marketing?

The Top Marketing Trends for 2023: AI Captures the Most Mindshare, but Marketers Have More on Their Plates

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

5 ways to tell when you should use lead generation or sales prospecting

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