Red Star Kim

SEPTEMBER 29, 2023

One delegate question was “ What tips to engage fee earners with investing time and data into the CRM systems?”. How happy are you with your CRM (and integrated mailing, analytics and relationship management capabilities)?

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

40% Selling (winning new clients). 10% Existing client development. 0% Referrer development. Data (CRM system). What PESTLE factors might affect your markets/clients in the future? 11% Marketing/BD fundamentals. 56% Marketing/BD planning process. 33% Overcoming marketing/BD planning issues. 30% All of them.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

SmartKarrot

AUGUST 12, 2021

Measures and develops a plan to increase net promoter score (NPS). Ensures customer data in the CRM is current and accurate including contacts, use of Jama, activities, and interactions. Develop a trusted advisor relationship with key client stakeholders.

Customer Success 16

Customer Success Government Leadership Decision-making 16

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

Agile CRM

DECEMBER 14, 2022

The virtual Business phone systems software PBXPlus from 500apps helps increase team productivity with features like limitless extensions, call forwarding that happens automatically and CRM connection. MightyCall is a small business VoIP and PBX service provider designed from the ground up to interact with CRM platforms. Tweets by 3CX.

CRM 52

CRM Software Software Communication 52

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