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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

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!

CRM 130
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Relationship Management Guide – Going Beyond the CRM

Upland

As you will see, this goes well beyond the data collected in the CRM system, and often warrants additional, specialized technology, like relationship mapping tools , married to world-class sales methodologies and best practices, ideally integrated and 100% native to your CRM solution. Suddenly, everyone was on the same playing field.

CRM 195
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How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

Red Star Kim

One delegate question was “ What tips to engage fee earners with investing time and data into the CRM systems?”. Consistency was another theme as well as the need for clarity of target audiences and the use of various media outlets, preferred digital channels and modes of engagement. How do you stand out from your peers?

Marketing 130
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Roles, satisfaction and aspirations of Marketing and Business Development (M&BD) Assistants

Red Star Kim

Many reported that their M&BD team spanned numerous specialist teams including: marketing communications, digital marketing, events and design. Events ranged from major conferences for 300+ people to seminars and webinars for around 30 to small group entertaining. One delegate was organising a Poker Night that evening.

Marketing 130
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2023’s Top 10 Insightly CRM Integrations

Insightly

The latest trend shaping the customer relationship management (CRM) horizon is the growing importance of the ability to integrate. One key takeaway from 2023 is that CRM systems should not operate in isolation. Let’s explore some of the most loved Insightly CRM integrations from 2023.

CRM 52
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The New Face-to-Face: Strengthening Existing & New Relationships Without Events

Hubspot Sales

As offices close and events disappear our most common methods of connecting with leads are lost. Social media sites, email, and other online platforms are all viable places to connect when prospects aren’t able to attend live events. We’ve already touched on the value of a tech stack for accessing CRM information.

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Insights into the needs of the latest generation of M&BD Assistants

Red Star Kim

11% organising events. And where they want to spend more time in the future: 30% digital marketing, content marketing and social media. 30% events, seminars/webinars and contact programmes. 80% were happy or really happy with their firm’s CRMs. Building rapport in the digital space (kimtasso.com). 11% research.