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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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How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

Red Star Kim

One delegate question was “ What tips to engage fee earners with investing time and data into the CRM systems?”. 11% Really good – I knew much more than I thought 44% Good – I am familiar with most ideas 17% OK – I’ve just learned quite a bit 28% Needs improvement – I have a lot of learning ahead! How do you measure up?

Marketing 130
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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. email, web site and social media analytics) and at the conclusion (e.g. 11% Really low – no experience 33% Low – little experience 56% Average – some experience What’s the source of the majority of your clients?

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Book review: Build your digital marketing strategy by Steve Brennan

Red Star Kim

For content audits he proposes you look at content pillars (key themes and messages), readability, 7/11/4 (2011 Google theory that prospects need to consume at least 7 hours of content over 11 separate touchpoints across 4 channels before they reach the ‘zero moment of truth’ ( ZMOT )), social media, paid search and video. CRM system.

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Roles, satisfaction and aspirations of Marketing and Business Development (M&BD) Assistants

Red Star Kim

But, in an improvement from past results, 50% were really happy or happy with their firm’s CRM and integrated systems and a third felt it was OK. CRM systems mentioned included InterAction and there were favourable comments about Intapp. Views on the extent to which they felt their fee-earners were engaged with M&BD varied.

Marketing 130
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Release time to become a more proactive Marketing and Business Development Executive (November 2022)

Red Star Kim

Managing big data and analytics. Thinking about how we can use the data more to evidence the benefits and encourage marketing involvement with fee earners e.g. showing benefits and results of content creation, data input in the CRM – activities/relationships. 11% (2). . 61% (11). . Digital skills. Gamification.

Marketing 130
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Telephone call challenges: Emotions, data, selling and follow up

Red Star Kim

Some were fortunate to receive full details from the firm’s CRM supported by analytics showing digital activity and enquiry details. Others had little more than a name and telephone number. Where information was sparse it limited the amount of preparation that could be done.