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

JUNE 15, 2023

(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). 50% Yes 40% No 10% Sort of How do you report KAM/ABM success?

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

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

Sales 98

Sales Decision-making Small Business Meetings 98

Red Star Kim

AUGUST 31, 2023

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

Marketing Leadership Government Logistics 130