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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!

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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. email, web site and social media analytics) and at the conclusion (e.g. Protectionism – Some fee-earners could be insecure and defensive about sharing client information and relationships. tenders converted and revenue generated).