Client Experience Management (CEM) – Nine takeaways (Perspective, Emotions, Tension, Journeys, Involvement, Tangible, Systems, Technology, Process)

Client Experience Management (CEM) – Nine takeaways (Perspective, Emotions, Tension, Journeys, Involvement, Tangible, Systems, Technology, Process) Posted on: June 19, 2019

In April, the delegates at the Client Experience Management (CEM) workshop at Professional Marketing Forum https://www.pmforum.co.uk/training.aspx  identified the following nine takeaways: 1. Adopt the client’s perspective Whilst it is easy to see the business benefits of a Client Experience Management programme in terms of consistency of quality and care, it is critical to adopt the […]

Read More

Intapp leads the way with client lifecycle management (CLM) solution

Intapp leads the way with client lifecycle management (CLM) solution Posted on: June 5, 2019

In May I went along to the Intapp conference in London. I’ve written about the Intapp Professional Services Cloud before – it spans intelligent client development, unified business acceptance (conflict checking during client on-boarding) and client delivery (especially its support for pricing). But what struck me most at the recent conference was the way that Intapp is revolutionising […]

Read More

Commerciality – Finance, pricing, innovation and research

Commerciality – Finance, pricing, innovation and research Posted on: May 13, 2019

Earlier this year we ran the first “Commerciality – Finance, Pricing, Innovation and Research” workshop through Professional Marketing Forum. https://www.pmforum.co.uk/training.aspx.  I am delighted to report that the consensus was that it was a success (even though we have some tweaks to make to the timing for all the group exercises). Here are the highlights:  Aims […]

Read More

Book Review: Malcolm McDonald on value propositions – How to develop them, how to quantify them (by Malcolm McDonald and Grant Oliver)

Malcolm McDonald on value propositions – How to develop them, how to quantify them Posted on: May 7, 2019

This book review of “Malcolm McDonald on value propositions – How to develop them, how to quantify them” appeared in the April 2019 edition of Professional Marketing magazine. https://www.pmforum.co.uk/pm-magazine/pm-magazine.aspx Like much of Malcolm McDonald’s superb work, this isn’t an easy read as the proposed approach is thorough and analytical. It will, however, appeal to those […]

Read More

How technology drives marketing intelligence and efficiency

Posted on: May 4, 2019

This article “How technology drives marketing intelligence and efficiency” was published by Intapp on April 29, 2019 https://www.intapp.com/blog_posts/how-technology-drives-marketing-intelligence/ Intapp recently connected with industry influencer, Kim Tasso, to discuss how technology is impacting and improving marketing. Tasso, the managing director of RedStarKim Ltd., is an independent management consultant specializing in the professional services sector. This is […]

Read More

Original branding by Matt Playford · A site by Fresh01