In this podcast episode, I speak with Andrew Walker of Tweetminster and Ole Rollag of Murano Systems about the role of network intelligence and CRM systems in the business development process.

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Andrew explains that Network Intelligence is nothing new. We've always lived in a world where people make decisions based on the influence they get form other individuals in their circles of trust. We recognize that members of our group have different areas of expertise and we naturally seek out their advice. This is natural behavior.

Today, because of technology, our circles of influence are much wider. The Internet has provided us with limitless amounts of information. What this means for the modern marketer is that advocacy can be deliberately engineered.

Ole gives us more perspective on how CRM systems can help capture intelligence for lead generation. He points out that very few fund managers are effectively using this technology. Instead, there are still lots of people out there who are still using spreadsheets in order to manage business opportunities.

Most of this conversation is about how we can combine both network intelligence and CRM in order to streamline the business development process and to improve the client relationship experience.

We also discuss how the boundaries between sales and marketing are increasingly blurring.

I hope you take a moment to listen to this insightful conversation.

Let us now what you think.

Baldwin White background web
Baldwin White background web

About the author: Baldwin has been active as a business developer in the investment industry for more than 20 years. He is a partner at Silk Invest, a fund manager dedicated to the frontier markets. He was an early adapter of social media within the investment management industry. His efforts have helped position Silk Invest as one of the leading managers in the frontier space. In collaboration with Perfecta Partners, Baldwin also helps other financial services companies improve their content marketing and social media strategies.

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