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Referrer Management – Capacity and Capability

Red Star Kim

Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management. This post adds to the learning resources from the session.

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

Red Star Kim

Ideas to enhance engagement To reduce “us and them” (fee earners and marketing) feelings we can try to invoke a sense of ingroup and a shared social identity. Another delegate suggested using monday.com | A new way of working to integrate all action lists and help avoid being overwhelmed by so many tasks.

CRM 130