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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

In November it was a full house for the PM Forum’s Proactive marketing and business development executive online workshop. It was on budget day so those from accountancy and tax practices had a lot going on. Proactive marketing and business development executives – CRM, internal engagement and career insights.

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

With a full house of marketing and business development executives from legal and accountancy firms across the UK it was an interactive, valuable and fun day (Thank you delegates for your spirited engagement and thanks to Morag Campbell for your superb technical hosting!). Do you feel there is a lot of crossover between them?”

Media 130
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Release time to become a more proactive Marketing and Business Development Executive (November 2022)

Red Star Kim

It was a full house at November’s PM Forum workshop for Proactive Marketing and Business Development Executives. Release time to become a more proactive Marketing and Business Development Executive. Prioritise – Use marketing and business development plans (and your line manager) to focus attention and identify priorities.

Marketing 130
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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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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. How should firms identify their strategic accounts?

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Key takeaways from SAMA’s Annual Conference

Arpedio

McKinsey (see graphic below) investigated thirty go-to-market channels (e.g., digital advertising, social media, email, phone, in-person) and found that a multi-channel approach increased sales effectiveness by 10% from 2020 to 2021. Companies need to ensure alignment between sales and marketing for their key and strategic accounts.

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

Strategic Communications

When it comes to trend spotting in the marketing space, there’s a bright, shiny thing in the room: artificial intelligence. AI is clearly top of mind for marketers. When it comes to AI, the generative variety (like ChatGPT) is by far the leading trend impacting marketing.