Red Star Kim

JUNE 15, 2023

How should firms identify their strategic accounts? profit, growth and core legal services) How can Nexl help law firms execute their Strategic Account initiatives? (no-data-entry no-data-entry CRM; relationship intelligence (ERM); revenue operations system; automatic capture of emails, meetings and referrals).

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Red Star Kim

OCTOBER 16, 2023

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.

Management 130

Management Emotional Intelligence Onboarding Communication 130

PandaDoc

JUNE 21, 2021

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. Watch the webinar.

Sales 98

Sales Decision-making Small Business Meetings 98