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Case Study: $50 Million in 6 Weeks

Scenario We were invited to do a presentation at an accounting and finance function focusing on how marketing can help the industry shake old legacy stereotypes and bring a greater experience to engagements with prospects and clients. After the presentation we were approached by a Director from an investment company and asked if we could attend a meeting with his board the next day. We attended the meeting and were asked if we thought we would be able to help them implement a strategy for raising $50 million dollars in investment funds in six weeks, plus the week we had to devise a plan. The client had a CRM in place but was not utilising it well, there was minimal prospect nurturing in place, and whilst the business had a powerful history of positive results, it was not well [...]

By |2020-04-20T11:48:49+10:00January 22nd, 2020|Categories: Case Study, Money, People, Time|Tags: , , , |0 Comments

Take the suck out of choosing a CRM

Ask 10 people about their CRM experience and nine will roll their eyes. The tenth won’t know what a CRM is. CRM’s can make business management and processes significantly easier, but only if we understand what we are signing up for in the first place, and setting our expectations from the onset. Nailing the implementation of a CRM (customer relationship manager) is one of the most liberating experiences you will have as a business owner. When done well, a CRM will manage client communications schedules, measure sales volume and pipelines, monitor invoicing and projects, and automate recurring activities or tasks. The limiting factor we commonly see with CRM implementation though is user impatience or an unclear scope of how the CRM is going to support the business. If there is no specific plan for how the CRM is going to [...]

By |2020-01-22T11:26:42+10:00December 16th, 2018|Categories: Money, Time|Tags: , , |0 Comments