Pitching and Tenders – Nine top tips and client feedback (June 2019)

Posted on: July 5, 2019 Pitching and Tenders – Nine top tips and client feedback (June 2019)

I’ve led several public courses on tendering and pitches recently (e.g. through Professional Marketing Forum https://www.pmforum.co.uk/training.aspx) and for professional service firm clients on an in-house basis. Here’s a round-up of the points that had most resonance on pitching and tenders – Nine top tips and client feedback: 1. Have a pitch process  You can spend […]

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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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Book review – Advanced Marketing Management: Principles, skills and tools by Nikolaos Dimitriadis, Neda Jovanovic Dimitriadis and Jillian Ney

Posted on: May 29, 2019 Book review – Advanced Marketing Management: Principles, skills and tools by Nikolaos Dimitriadis, Neda Jovanovic Dimitriadis and Jillian Ney

I read and review a lot of books but this was one – Advanced Marketing Management: Principles, skills and tools by Nikolaos Dimitriadis, Neda Jovanovic Dimitriadis and Jillian Ney – is one of the best I have come across for a while. I have sung its praises to many people already. It offers insight and […]

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Future Marketing Manager – A checklist for success and how to get promoted

Posted on: May 21, 2019 Future Marketing Manager – A checklist for success and how to get promoted

At the January 2019 presentation of the popular Future Marketing Manager course at Professional Marketing Forum, one of the group exercises was to write a checklist of what marketing and business development executives needed to do to be promoted to and successful as managers. So here is a checklist for success and how to get […]

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Commerciality – Finance, pricing, innovation and research

Posted on: May 13, 2019 Commerciality – Finance, pricing, innovation and research

Earlier this year we ran the first “Commerciality – Finance, Pricing, Innovation and Research” workshop through Professional Marketing Forum. https://www.pmforum.co.uk/training.aspx.  I am delighted to report that the consensus was that it was a success (even though we have some tweaks to make to the timing for all the group exercises). Here are the highlights:  Aims […]

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