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

Red Star Kim

There’s web and social media content about the key findings (e.g. Finding the stories: unlocking thought leadership through great interviews – FirstWord Media. There are 15 people in M&BD – eight in BD and bids and seven in marketing, communications and events.

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

Strategic Communications

Among the types of content that can be created by AI are emails; social media or blog posts; scripts for videos, presentations, podcasts, and ad campaigns; product descriptions; static and video imagery for use in online stores, social media channels, and printed marketing materials; and visual branding materials like logos.

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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.