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Referrer Management – Capacity and Capability

Red Star Kim

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.

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

Red Star Kim

How can I make the time to be proactive? 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. Find examples/templates of a best practice business development plan/marketing plan. The image exercise!

Marketing 130
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Key takeaways from SAMA’s Annual Conference

Arpedio

Last week more than 500 Strategic Account Managers (SAMs) and leaders of SAM programs gathered in New Orleans for the annual Strategic Account Management Association (SAMA) conference. It’s an event for everyone interested in growing profitably with their company’s most strategic customers. Takeaway #2 - We are Storytellers.

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

PandaDoc

It doesn’t matter whether you operate in a B2B or B2C market. There are several benefits when it comes to using a lead generation strategy, making it a good strategy for any business. Building databases, asking friends and family, and creating social media accounts. Marketing is a form of lead gen. Once a week?

Sales 98
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The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

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
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Key Account Management: The Ultimate Guide

Hubspot Sales

How to write a key account management plan. Some final thoughts on making your key account management strategy a success. Key Account Management. Key account management is the process of building long-term relationships with your company's most valuable accounts. How to Identify Key Accounts.