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. One delegate question was “ What tips to engage fee earners with investing time and data into the CRM systems?”.

Marketing 130

Marketing Stakeholders Digitalization Communication 130

Red Star Kim

APRIL 17, 2023

Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information. 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.

Management 130

Management Manufacturing Client Relationships Facilitation 130

Red Star Kim

JULY 11, 2022

Communication and education are required to manage expectations and promote enthusiasm and momentum. There are lots of articles on internal communications, buy-in and stakeholder engagement. For example: Internal communication – Why, how and what (kimtasso.com). 40% Selling (winning new clients). Data (CRM system).

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

SmartKarrot

AUGUST 12, 2021

Actively coaches and develops the team through effective communication, mentorship, and leadership; acts as a point of escalation. Develops strong customer relations by deeply understanding their needs and mapping them to the value of Jama Connect during the post-launch phase of the customer lifecycle.

Customer Success 16

Customer Success Government Leadership Decision-making 16

Agile CRM

DECEMBER 14, 2022

In addition to traditional phone systems and VoIP-based solutions, there are also a number of other options available on the market, such as unified communications platforms and mobile-based business phone systems. Some of the key advantages include increased flexibility, improved communication, and lower costs. Tweets by pbxplus.

CRM 52

CRM Software Software Communication 52

SmartKarrot

JANUARY 8, 2021

Role: VP of Customer Success Location: Greater Chicago Area, US Organization: Lucas James Talent Partners As a VP of Customer Success, you will act as the Executive Sponsor for multiple fortune 100 clients. Develop and foster executive level relationships within clients.

Customer Success 10

Customer Success Onboarding Leadership Client Development 10

Account Management Skills

AUGUST 24, 2021

Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. We chatted about: – the importance of having a client development plan. – how to avoid client churn.

Account Management 98

Account Management Management Account Planning Co-Creation 98