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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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Customer life cycle in CRM

Insightly

In today’s digital age, customer relationship management (CRM) systems have made it easier for businesses to manage the entire customer journey from acquisition to loyalty. The customer life cycle in CRM encompasses all stages of the customer journey, from initial awareness to post-purchase loyalty.

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Do independent financial advisors really need CRM?

ACT

If you’re an independent financial advisor , you might wonder if you really need customer relationship management ( CRM ) software. Forrester Research reports that financial advisors can improve prospect-to-client conversion rates by up to 300% when they use CRM. CRM saves you more time than you may realize. Here’s how!

CRM 52
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Insights into the needs of the latest generation of M&BD Assistants

Red Star Kim

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). Focused on digital marketing and events.

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The Wild West, Cher and Covid – Reflections from a Referrer Management workshop (June 2022)

Red Star Kim

It can increase their confidence knowing that there is some structure and substance to referrer meetings. Whilst digital and virtual communications are efficient and inexpensive, when building relationships there is no substitute for face-to-face communication. shadowing or coaching) or motivation to have more face-to-face meetings.

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12 Video Conferencing Tools You Can Use in Your Sales Process

Hubspot Sales

It’s safe to say 2020 has been the year of virtual meetings. Everything from large-scale conferences to staff meetings, to meetings with prospects, are hosted remotely. Zoom is also part of the HubSpot ecosystem and connects seamlessly with your CRM. Price: Meeting plans starting at $20/month per user. Google Meet.

Software 143
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Referrer Management – Capacity and Capability

Red Star Kim

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. There were the staples of emails, webinars with external speakers, networking and team-on-team socials. amongst us. Sharing is caring?