Most professional services firms sit on a wealth of data, but much of it is rarely turned into practical business development and marketing insight.
In this webinar, Simon McNidder from Promptr explored how firms can move beyond basic marketing metrics and turn everyday data into useful intelligence.
The session covered:
• Moving beyond email clicks and engagement metrics
• Understanding “who knows who” across your firm
• Identifying relationship strength and hidden referral opportunities
• Enriching CRM data with LinkedIn profiles and key contact tracking
• Prioritising follow-ups without adding unnecessary admin burden
Simon also shared practical examples of how firms can use data already sitting in Outlook and CRM systems to support more targeted business development activity.
Members can view full webinar here:
