I joined a new PM Forum - PM Forum workshop on “How to choose, set up and manage a CRM system” facilitated by (2) Simon McNidder | LinkedIn. Simon has spent many years working in accountancy firms (e.g. PWC) and law firms (e.g. Pinsent Masons – which won two awards Read More
I thought you might appreciate some highlights from the recent PM Forum workshop “Cross-selling and referrer management accelerator”. Delegates represented real estate, litigation, social housing, accountancy and insolvency teams. They variously targeted commercial organisations, professional practices and private client markets - some internationally. Some had sophisticated and established referral programmes whilst others Read More
At the recent PM Forum training workshop on “Buy in, engagement and stakeholder management” there was much discussion about influence and persuasion. Delegates were from law and accountancy firms. I’ve pulled together many of the ideas on influence and persuasion to create a toolbox as an additional learning resource for Read More
I’m a little late in preparing an overview of these two excellent digital campaigns that were presented at the Home - PM Forum webinar in December. Thanks to Stefanie Jones of Wales - PM Forum for chairing the session. It’s interesting to compare and contrast the approaches in legal and accounting Read More
It was a full house for December’s “Being more strategic” PM Forum - PM Forum workshop for marketing and business development (MBD) professionals. During the session we considered three key areas: thinking strategically, business strategy and marketing/business development strategy. What emerged from exercises and discussions was how to progress from Read More
