Relationship management

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

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 Read More

2013-08-01T13:15:32+01:00October 21, 2011|Kim's Blog, Lawyers, Marketing, Relationship Management, Selling, Web Sites|

One more time – Why is social media helpful for lawyers, accountants and surveyors?

I am still incredulous at all the hysteria and cynicism when it comes to the subject of social media and the professions. And I am more than a little bit fed up dealing with the confusion that is caused by it amongst ordinary professionals who are just trying to run Read More

Client feedback on brand at PM Forum Conference 2011

Yesterday I attended the annual Professional Marketing Forum Conference: “Live your brand values and enhance the client experience”. As always, there were many excellent speakers and lots of food for thought – detailed comments will appear in my article in the next edition of Professional Marketing magazine. http://www.pmforum.co.uk/magazine/current_issue.aspx But for me, Read More

2013-08-01T22:23:38+01:00September 22, 2011|Kim's Blog, Lawyers, Relationship Management|

CubeSocial – Personal conversation management rather than Corporate client relationship management?

In many marketing and BD teams, the focus is on managing large, central client or CRM databases into which everyone enters their clients, referrers, contacts and activities so that some sort of co-ordination, planning and tracking can take place. But many lawyers, accountants and surveyors continue to resist using such Read More

Managing Client Relationships – The Truth in Professional Services 2011

The Managing Partners’ Forum http://www.mpfglobal.com/ in conjunction with The Thriving Company http://www.thrivingcompany.co.uk/ has adopted the annual research programme into CRM, formerly produced by the Professional Marketing Forum http://www.pmforum.co.uk/. Last year’s survey (published in March 2010) revealed the following: Four drivers for success stand out: Vision, Client Input, Programme Management and Measurement 94% of firms report Read More

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