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

Red Star Kim

As an additional learning resource for delegates, I review the key themes of The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media. What are the main social media platforms for professional services?

Media 130
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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. Multi-Channel Engagement Implement a multi-channel approach to engage with key stakeholders across various platforms, including email, social media, and targeted advertising.

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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.

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

Red Star Kim

IBISWorld – Industry Market Research, Reports, & Statistics Mintel – UK Sector and industry consumer reports from £1500 UK Archives | Mintel Store Nexis – Licensed news and media information, company data, regulatory and legal information, and market & industry reports. Helpful for competitor analysis.

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

PandaDoc

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. As well as using CRM and other solutions that make data easily accessible to everyone involved. Once a week?

Sales 98
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Key Account Management: The Ultimate Guide

Hubspot Sales

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.