Nutshell

OCTOBER 31, 2023

Scheduler will check the availability of all co-hosts and only allow bookings when everyone is available. That means you can easily book meetings that require multiple team members, such as vital onboarding calls. These insights will help you make informed decisions and stay ahead of the market.

Artificial Intelligence 62

Artificial Intelligence Meetings Decision-making Onboarding 62

Red Star Kim

SEPTEMBER 29, 2023

The September PM Forum workshop on “ Professional and Practical Skills for Marketing and Business Development (M&BD) Assistants” was attended by 18 delegates from legal, accountancy, consultancy and actuarial firms. Differentiation is a critical aspect of professional services marketing and is no different in personal brands.

Marketing 130

Marketing Stakeholders Digitalization Communication 130

Red Star Kim

JULY 11, 2022

Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. Some reported that the reward systems worked against initiatives that reach beyond the immediate client and market focus of individual fee-earners (e.g. Prepare integrated campaigns. across the firm.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

Red Star Kim

SEPTEMBER 26, 2022

Last week I was joined by a group of marketing and business development (M&BD) Assistants (and some Executives) from law, accountancy, actuarial and consultancy firms for a half day PM Forum workshop on “Practical and professional skills for Marketing and Business Development Assistants”. A feature of the newest generations.

Digitalization 147

Digitalization Media Marketing Communication 147

Red Star Kim

DECEMBER 22, 2022

During the discussions about marketing audits (particularly the far external environment), delegates worked in groups to tackle a PESTLE analysis. Instability in some international markets. Further information on PESTLE: Marketing basics – Marketing audits with onions and pestles (kimtasso.com).

Supply Chain 147

Supply Chain Government Transportation Digital Transformation 147

Arpedio

FEBRUARY 23, 2024

At its core, revenue intelligence involves the systematic collection, analysis, and interpretation of data related to sales, customer behavior, market trends, and competitor insights. Brief Overview of Revenue Intelligence Revenue intelligence represents a paradigm shift in how businesses harness data to drive revenue growth.

Decision-making 52

Decision-making Customer Experience CRM Profitability 52

Arpedio

FEBRUARY 23, 2024

As customer expectations continue to rise and market dynamics shift at an unprecedented pace, the need for a strategic approach to revenue generation has never been more critical. It involves the alignment and integration of sales, marketing, and customer success functions to drive efficiency, effectiveness, and ultimately, revenue growth.

Acquisition 52

Acquisition Facilitation Artificial Intelligence Decision-making 52

Red Star Kim

DECEMBER 5, 2023

In November it was a full house for the PM Forum’s Proactive marketing and business development executive online workshop. Proactive marketing and business development executives – CRM, internal engagement and career insights. CRM and Marketing Automation Software for SMBs | Act! Email Online Invitations that WOW!

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

DemandFarm

MAY 12, 2023

Originally published in Forbes Business Development Council Traditionally, one of the core concepts of sales and marketing is the sales funnel through which companies are supposed to move prospects from awareness through consideration to engagement, and finally to purchase. Is the B2B Sales Funnel relevant anymore?

B2B 52

B2B Key Account Management Account Management Manufacturing 52

Insightly

JUNE 2, 2021

of households reported at least one member switching from in-person work to telework. . . One system for deals, another system for marketing campaigns, and still another for delivery makes it difficult to gain a full view of the customer journey and connect data points to accurately measure business performance and ROI.

CRM 98

CRM Remote Working eCommerce Onboarding 98

ACT

APRIL 11, 2023

While purse strings have tightened, marketing has become more important than ever. Yet, most small business owners can’t afford exorbitant advertising and marketing budgets. Eight out of ten small businesses are run by solopreneurs, meaning they don’t have a dedicated marketing team.

Marketing 52

Marketing Small Business Supply Chain Publishing 52

Insightly

SEPTEMBER 19, 2023

An efficient e-marketing and customer relationship management strategy is practically a necessity for nearly any kind of modern business. Companies can use modern CRM systems to identify trends in customer behavior that could inform product development decisions or reveal opportunities for market expansion.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

An efficient e-marketing and customer relationship management strategy is practically a necessity for nearly any kind of modern business. Companies can use modern CRM systems to identify trends in customer behavior that could inform product development decisions or reveal opportunities for market expansion.

CRM 52

CRM Insurance Healthcare Manufacturing 52

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. Video) (kimtasso.com).

Management 130

Management Emotional Intelligence Cybersecurity CRM 130

Red Star Kim

MARCH 16, 2023

One way is to embed the right cross-selling and referrer management attitudes and behaviours into other programmes – for example, into campaigns, content management, networking and Key Account Management (KAM). source reporting) then it is hard to measure the referrals. Another cultural shift. And a key theme is on culture change.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

Hubspot Sales

MAY 9, 2022

With HubSpot payments, your invoice software doesn’t just integrate with your CMS, it’s already a part of it. Integrates with HubSpot? Completely integrated with your sales and marketing process. Over 1,000+ custom tool integrations. Integrates with HubSpot? Integrates with HubSpot? Credit - 2.9%.

Small Business 89

Small Business Software Software Publishing 89

Agile CRM

JANUARY 19, 2023

Content Planning Software has evolved into a crucial element of any effective marketing plan in the modern digital environment. However, with so much content being created, it can be challenging to keep track of it all and make sure it complements your marketing objectives. Tools for content planning can help with it.

Publishing 52

Publishing Software Software e-Learning 52

Nutshell

FEBRUARY 14, 2023

In today’s competitive market, running a business—whether a small one or an enterprise—requires customer relationship management (CRM) software. A CRM tool is like an address book for thousands of your closest friends. A CRM tool can help you analyze your best-performing strategies, campaigns, and channels.

Small Business 62

Small Business CRM Decision-making Software 62

Hubspot Sales

OCTOBER 1, 2021

An outreach campaign can be a double-edged sword. Segmentation is key when trying to achieve the right formula for outreach campaigns. Segmentation is key when trying to achieve the right formula for outreach campaigns. Which ones will you report as spam? Even within very targeted markets, there’s room for segmentation.

Marketing 107

Marketing Media Software Software 107

ACT

NOVEMBER 29, 2022

It’s well established that marketing automation helps businesses drive growth. In fact, businesses using marketing automation have experienced a 451 percent growth in qualified leads as marketing automation tools increase lead engagement and improve sales and marketing alignment and productivity. billion by 2027.

Marketing 52

Marketing Small Business e-Learning Artificial Intelligence 52

Red Star Kim

AUGUST 1, 2023

At the recent PM Forum workshop on “Marketing and Business Development Planning in a Nutshell” the key issue to emerge from delegates was “How to engage fee-earners in the M&BD planning process?”. A company goes to an external agency (or its internal marketing team) for help to develop more business. Ask questions.

Decision-making 130

Decision-making Marketing Business Planning Management 130

Apptivo

JULY 15, 2022

Loan Origination Software (LOS) integration. Mortgage-related third-party integrations. Drip campaigns. All paid plans include at least five custom reports and charts. This helps sales agents send targeted campaigns to customers depending on where they are in their customer journey. Contact and project management.

CRM 52

CRM Software Software Insurance 52

Insightly

AUGUST 5, 2022

Salesforce is a powerful CRM tool with many useful features, including campaign management, customer and partner relationship management and analytics. The platform allows integration with other popular business analytics, tracking and reporting tools, so it’s simple to bring Salesforce into an existing workflow.

CRM 52

CRM Small Business Software Software 52

Nutshell

JANUARY 17, 2023

CRM software offers contact management functionality such as the storage, analysis, and reporting of customer data from small businesses to large manufacturers of every industry. CRM systems also include the ability to report, visualize and forecast data to improve their customer workflows. What can a CRM do? What can CRM do for me?

CRM 62

CRM Software Software Communication 62

ACT

NOVEMBER 15, 2022

Marketing is essential for all companies, but especially so for small businesses to compete with larger, household brands in today’s dynamic landscape. And marketing includes various online channels like email marketing , inbound marketing, and social media marketing , to reach those valuable potential customers.

Marketing 52

Marketing Small Business CRM Software 52

Insightly

JUNE 2, 2021

of households reported at least one member switching from in-person work to telework. One system for deals, another system for marketing campaigns, and still another for delivery makes it difficult to gain a full view of the customer journey and connect data points to accurately measure business performance and ROI.

CRM 52

CRM Remote Working eCommerce Onboarding 52

ACT

JUNE 18, 2021

CRM and email marketing are two of the most important tools in any business arsenal, and when integrated, they provide numerous benefits to both small and large businesses. However, many companies are still using multiple, separate tools to manage their sales and marketing efforts. Keep your lists and data in sync at all times.

CRM 52

CRM Marketing e-Learning Software 52

Red Star Kim

AUGUST 18, 2022

The Great Resignation arrived somewhat early in the marketing and business development (M&BD) teams of professional services firms (PSF) after Covid. During Covid, everyone realised the greater importance of digital marketing and the dearth of digital talent became apparent. Marketing or Business Development or both ?

Marketing 130

Marketing Digitalization Investors B2C 130

Apptivo

AUGUST 4, 2022

If you are a healthcare organization, integrating these two ace systems can shoot up the quality of your service and increase the revenue coming in. With integrated EHR systems, different medical practices could request patient data of one person from the various facilities they have gone to and quickly get all the organized information.

CRM 52

CRM Healthcare Decision-making Organization 52

Arpedio

MARCH 13, 2024

In today’s competitive business landscape, having a well-defined and meticulously executed Go-to-Market (GTM) strategy is essential for success. But what exactly is a Go-to-Market strategy, and why is it so crucial? Importance of a Well-Crafted GTM Strategy The importance of a well-crafted GTM strategy cannot be overstated.

Value Proposition 52

Value Proposition Marketing Media Retail 52

Arpedio

MARCH 18, 2024

It lays the groundwork for sales pitches that resonate with the real needs and structures of businesses, thus ensuring that marketing efforts hit the mark every single time. How Account Mapping Fits Into Sales and Marketing Strategies Incorporating account mapping techniques into broader sales and marketing strategies can be a game-changer.

B2B 52

B2B Stakeholders Sales Decision-making 52

Insightly

JANUARY 2, 2024

Marketers use ROI to benchmark the effectiveness of their advertising placements. Pipeline visibility dashboards , lost deal monitoring, and sales rep performance reports deliver actionable, data-driven insights for measuring success or failure. Marketing focuses on content creation and delivering MQLs, while sales builds pipeline.

CRM 52

CRM Co-Creation Onboarding Decision-making 52

PandaDoc

APRIL 6, 2023

Since VoIP software can be integrated with various tools — Customer Relationship Management (CRM) in particular — sales agents get new ways of reaching KPIs and boosting productivity. To achieve these results, you need to understand the value of this integration and its features. But this is not all.

CRM 52

CRM Sales Software Software 52

Insightly

OCTOBER 19, 2022

By opting for a CRM that’s adaptable, automated, integrated and delivered by a provider that truly cares about customer success, you can escape that lagging feeling. People realize they’ve outgrown their CRM because: Integrations are limited. Lacking email marketing/marketing automation compatibility .

CRM 52

CRM Onboarding Decision-making Finance 52

Insightly

SEPTEMBER 12, 2022

The idea of account-based marketing (ABM) has been around since the early 2000s. It’s an innovative approach to B2B marketing that helps businesses target high-value prospects. When used effectively, account-based marketing can help companies to close bigger deals while reducing the total effort spent on marketing.

Marketing 52

Marketing CRM Decision-making B2B 52

Insightly

DECEMBER 23, 2021

You can track each prospect’s unique paths through your marketing and sales pipeline. Determine the aspects of your current sales and marketing system you want to maintain. Determine the aspects of your current sales and marketing system you want to maintain. How do you currently track marketing prospects and sales leads? .

CRM 90

CRM Software Software Facilitation 90

ACT

JANUARY 30, 2024

Unlike established global corporations, you may not be able to afford fancy, high-budget marketing strategies and campaigns to reach target markets and potential customers or create brand awareness. The key is to get creative about finding new clients with limited marketing resources.

Small Business 52

Small Business Publishing Leadership Decision-making 52