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

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

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

Top 10 takeaways – Proactive Marketing Executive (Feb 2019)

Posted on: June 13, 2019 Top 10 takeaways - Proactive Marketing Executive (Feb 2019)

These are the top 10 takeaways from the delegates at the February 2019 Professional Marketing Forum’s Proactive Marketing Executive workshop selected as being most valuable. This post also includes some of the other marketing communication topics that emerged during exercises and discussions. McDonald’s Marketing plan outline (see http://kimtasso.com/marketing-planning-nutshell/) and the strategic process (Where now? Where […]

Read More

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 […]

Read More

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

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

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

Driving successful marketing programs for professional services

Posted on: April 1, 2019 Intapp integrates technology and information across the client life cycle

This article “Driving successful marketing programs for professional services” was published by Intapp on March 29th 2019 https://www.intapp.com/blog_posts/successful-marketing-for-professional-services/ We recently connected with professional services expert and influencer, Kim Tasso to talk about marketing. Tasso, the managing director of RedStarKim Ltd, is an independent management consultant specializing in the professional services sector. In this conversation, Tasso […]

Read More

Original branding by Matt Playford · A site by Fresh01