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

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

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 […]

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Vuture – Marketing and relationship management automation in professional services firms

Posted on: April 17, 2018

My occasional reviews of marketing technology led me to talk to Jennifer Miller at Vuture about the latest developments in marketing and relationship management automation in professional services firms. What is Vuture? Vuture is a platform that works above CRM database systems including; LexisNexis InterAction, Salesforce, Dynamics, Peppermint and OnePlace, to act as a connector […]

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Partners running e-shot campaigns and an App for events – New products from Concep

Posted on: October 23, 2012

As a consultant, I try to keep up with developments in marketing related systems that are used by lawyers, accountants, surveyors, agents and others in the professions. I have recommended Concep to a number of firms in the past to manage their central email campaigns, but last week I went along to learn about some […]

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Integrated marketing systems (Web, CRM, ERM etc) – Hubbard One

Posted on: October 21, 2011

As a marketing consultant, I like to keep to date with the developments in systems available to marketers and their firms and so I spent some time with the folk at Thomson Reuters to see what is on offer with Hubbard One which is used by a significant number of larger law firms (55 across […]

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Top 10 trends in marketing?

Posted on: February 3, 2011

I was asked the other day what I considered to be the important emerging trends in marketing (and not just professional services marketing) so I had a bit of a think. There’s so much going on! My initial ideas are below and I would be interested to hear your views on what you would add […]

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