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The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

As an additional learning resource for delegates, I review the key themes of The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media. What are the main social media platforms for professional services?

Media 130
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Implementing Account-Based Selling in Your Sales Process

Arpedio

Leverage technology, such as marketing automation and CRM tools, to scale personalization efforts effectively. Multi-Channel Engagement Implement a multi-channel approach to engage with key stakeholders across various platforms, including email, social media, and targeted advertising.

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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

Social media was used by all firms but to varying degrees – there was less activity in sharing joint content and endorsements/recommendations than other methods. Exercises using referrer organisation briefing sheets (and scorecards) and an individual buyer profile were thought to be very useful.

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Be more strategic – A metaphor: Analyse, join and align the dots

Red Star Kim

Political Shifts more regularly than usual International uncertainty Prospect of a General Election Economic Recession and how it will affect things Things now slowing down after Covid Reduced investment Inflation Lower business and consumer confidence Return to offices and changes in property and employment trends Technological Social media – (..)

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

Red Star Kim

IBISWorld – Industry Market Research, Reports, & Statistics Mintel – UK Sector and industry consumer reports from £1500 UK Archives | Mintel Store Nexis – Licensed news and media information, company data, regulatory and legal information, and market & industry reports. Helpful for competitor analysis.

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

Red Star Kim

Sometimes marketing and sales system are not integrated. It has been really interesting to hear the different platforms others use for events and social media and how they work for their firms”. Another delegate commented “Be confident, have a solid plan and solid support from a colleague outside of marketing/BD i.e a partner”.

CRM 130
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Marketing technology system review – Informanagement integrated content and distribution system for accountancy and legal firms

Red Star Kim

About Informanagement integrated content and distribution system Informanagement is an integrated marketing system supporting regular client communications through: An integrated platform for content management and distribution High quality articles (content) for lawyers or accountants (within a WordPress database) for integration with a website or (..)