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

MPF/FT report “Lessons for law firms: Putting clients at the heart of your management”

This report by the Managing Partners Forum http://www.mpfglobal.com/ and the Financial Times was published in June – and was then the subject of a national roadshow - and you can download it here: http://ftcorporate.ft.com/resources/ The purpose of the on-line research into the views of 433 people (17% CEO/chairs of companies and 10% Managing/Senior Read More

Joined up marketing and selling with value propositions

I recently did some work with a professional firm on value propositions. And whilst I cannot share the detail of that work I thought it was worth highlighting a few key points about the importance of the poorly understood (or applied) concept of value propositions. Definitions There are numerous definitions Read More

Case study: haysmacintyre accountants and social media

Almost two years ago, haysmacintyre (a 24 partner accountancy practice providing audit, tax, corporate finance and other services from central London offices) embarked upon integrating social media into its corporate marketing campaign. A case study: haysmacintyre accountants and social media. The challenge The firm was (and remains) a leader in Read More

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