Client Relationships CRM Onboarding Webinar 
ACT
AUGUST 24, 2022
If you’re an independent financial advisor , you might wonder if you really need customer relationship management ( CRM ) software. No matter what size your business is, chances are you can benefit from better efficiency through marketing and workflow automation as well as easy access to all of your client information in one place.
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. Some commented that their client and referrer data lived in teams’ closely-guarded team spreadsheets. amongst us. Sharing is caring?
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Red Star Kim
JUNE 15, 2023
At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop. no-data-entry CRM; relationship intelligence (ERM); revenue operations system; automatic capture of emails, meetings and referrals).
Red Star Kim
JUNE 16, 2022
Alongside generating new business directly from clients and developing existing client relationships, referrer management was seen as vital to generate revenue and profit – particularly for those reliant on commercial transactions in B2B and consumer clients in B2C. 25% webinars and online networking/socials.
Showpad
MAY 7, 2021
Integration with other solutions, like CRM, calendar scheduling and social media. With this intel, your reps can foster more engaging, informative and meaningful conversations in a virtual sales meeting , ultimately driving revenue or nurturing long-term client relationships. Streamlined content management solutions.
Red Star Kim
FEBRUARY 6, 2023
Client Relationship Management (CRM) systems are the foundation upon which the success of professional services firms’ marketing relies. Those with roles in CRM, digital marketing, analytics and data stewardship will live and breathe the challenge of data quality and data compliance (GDPR). Onboarding was rapid.
SmartKarrot
JANUARY 28, 2022
Own the health of your client relationships in all respects: product utilization, campaign success, contract renewal, and beyond. Establish and maintain a solid relationship with the users through one-shot campaigns, seasonal initiatives, and daily communications. Present new opportunities and solutions based on customer needs.
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