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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
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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

At the end of January, I enjoyed meeting delegates (at the Novotel at Tower Hill) on the MBL “Developing more work from referrers and intermediaries” workshop. Cross-pollination could be achieved by having people attend meetings for different departments. And explored various sales methodologies.

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

Red Star Kim

Minimise meetings – Find alternative ways to communicate and/or ensure meetings are kept short by producing papers in advance and showing what decisions are required in meetings. Concierge – Available 24/7 to meet all of your needs. Events support. Brick wall – Impenetrable barriers. Design and creative.

Marketing 130
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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.

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5 ways to tell when you should use lead generation or sales prospecting

PandaDoc

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. These are qualifying , meeting , and closing. There are different approaches you can take to meeting your prospects.

Sales 98
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Key Account Management: The Ultimate Guide

Hubspot Sales

These accounts make up the majority of the business' income. To turn buyers into business partners, a key account manager (KAM) typically provides dedicated resources, unique offers, and periodic meetings. As professional services firm BTS points out , key account programs often lead to increased costs and lower margins.