Red Star Kim
DECEMBER 5, 2023
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!
Red Star Kim
OCTOBER 19, 2023
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.
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Red Star Kim
FEBRUARY 9, 2023
While some firms used CRM systems (Microsoft Dynamics and SalesForce were mentioned) to overcome a lack of internal communication about referrers and clients and past and current cases, many reported that they lacked good enough data to conduct analysis to support cross-selling initiatives.
Red Star Kim
SEPTEMBER 22, 2022
You should note on your CRM and other systems the preference of individuals and observe them. Some of the things that delegates found most useful included: Empathy and emotional intelligence (EQ) – see a short video. We also talked about the EQ diagnostic with this book Book review – Emotional Intelligence 2.0
Red Star Kim
NOVEMBER 1, 2023
Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. Protectionism – Some fee-earners could be insecure and defensive about sharing client information and relationships. The culture and rewards systems sometimes worked against integrated client teams.
Hubspot Sales
JULY 7, 2023
In this blog post, we'll explore why some sales teams are investing in AI, why others aren't, and which companies are leading the way in AI adoption. While AI can help automate specific tasks and provide insights — it can't replicate personal interaction, empathy, and emotional intelligence needed for developing trust with clients.
Red Star Kim
OCTOBER 16, 2023
Most commented on the data challenges of referrer management – although accountants using PracticePortal were happy with their CRM. Sharing some CRM horror stories felt like much-needed therapy. amongst us. This extended to complaints of kids’ school emails and homework app overload. Sharing is caring?
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