Red Star Kim

DECEMBER 5, 2023

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

CRM Marketing Interpersonal Skills Client Relationships 130

Red Star Kim

FEBRUARY 9, 2023

While some firms used CRM systems (Microsoft Dynamics and SalesForce were mentioned) to overcome a lack of internal communication about referrers and clients and past and current cases, many reported that they lacked good enough data to conduct analysis to support cross-selling initiatives. And explored various sales methodologies.

Management 130

Management Emotional Intelligence Cybersecurity CRM 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

Red Star Kim

DECEMBER 2, 2022

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. It was interesting to hear that events don’t have to only be IP related (or whichever field you work in). Events support.

Marketing 130

Marketing Communication Meetings Strategic Thinking 130

Arpedio

MAY 30, 2022

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.

Digital Transformation 52

Digital Transformation Account Management B2B Advertising 52

PandaDoc

JUNE 21, 2021

Building databases, asking friends and family, and creating social media accounts. Marketing is a form of lead gen. You might choose to update your content marketing strategy to capture more leads. Are you at that event because you have a genuine interest in the products on offer? Once a week? What do you think?

Sales 98

Sales Decision-making Small Business Meetings 98

Red Star Kim

APRIL 12, 2023

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

Media Marketing B2C Stakeholders 130