Remove Account marketing Remove CRM Remove Digitalization Remove Webinar
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.

article thumbnail

Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

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).

article thumbnail

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

Red Star Kim

The campaign comprised webinars, videos and insight and resulted in 2,900 points of contact with people Go-to advisors that clients want by their side Its third client survey measuring the same things so that a benchmark is formed. Campaigns are run on the big issues facing clients.

Marketing 130