Remove Account marketing Remove CRM Remove Digitalization Remove Event
article thumbnail

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
article thumbnail

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

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
article thumbnail

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.

article thumbnail

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

Red Star Kim

Digital skills. Account management and selling skills. It would probably be beneficial to revisit some of the marketing theories I studied at university and use them as the basis for structuring and selling future BD and marketing campaigns to fee earners. Events support. Understanding of ESG and D&I.

Marketing 130
article thumbnail

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

Red Star Kim

There are 15 people in M&BD – eight in BD and bids and seven in marketing, communications and events. This improved the effectiveness of networking events. The firm has a sector focus on health/social care, emergency services and housing. The firm achieved 11% growth (year end April) taking revenue to £56 million.

Marketing 130