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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

Private client management and marketing: Business plans, recruitment, assessments and automation. Core challenges for private client law leaders The core challenges identified throughout the day were the interlinked topics of business plans, recruitment, assessments and automation. 10 reasons why (kimtasso.com).

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Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing

Red Star Kim

See also integrated-business-planning-oct12.pdf See also integrated-business-planning-oct12.pdf There was also much debate about the use of artificial intelligence (AI). Ultimately strategy needs buy-in from all partners on the ground so ideally they should be included in the strategy development process.

Marketing 130
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Update on marketing and business development (M&BD) team structures

Red Star Kim

Artificial Intelligence (AI) The impact of AI on M&BD teams in professional services is still being explored. In essence, there is support for 25 offices and there are two teams: Business Development (BD) and marketing (communications with a regional focus).

Marketing 130
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Managing Partners’ Forum Strategy Summit

Red Star Kim

My takeaways from the insightful facilitators and panellists were: Recruitment of lawyers is down on previous years whereas business support is up Increase in tax hires in law firms Increase in marketing roles (exceeding 2019 numbers) Whilst training/learning roles shrunk compared to 2019 there was an increase in employee relations roles Legal sector (..)

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How to develop a CRM strategy for an organization

Apptivo

With an effective CRM strategy, you can grow your business in a remarkable way. A CRM strategy is a business plan which helps to grow the revenue and profit for the company. A CRM strategy encircles the ability to leverage the CRM software with customer data to achieve the best business outcomes. What is a CRM strategy?

CRM 52
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Three Pitfalls Holding Back Your Sales Operations Strategy

Miller Heiman Group

Without that data, they lack the fuel needed to power artificial intelligence (AI) technologies that could inform their sales strategies and help them achieve better results. Too Few Sales Organizations Align Objectives to a Functional Business Plan. A goal without a plan is just a wish.

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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 – (..)