As part of my ongoing review of technology systems supporting professional service firms (PSFs), I went along recently to speak to Mark Bilson of Intapp. Intapp is an interesting cloud-based platform as Intapp integrates technology and information across the client life cycle at a firm – once understood the potential Read More
At a recent Future Marketing Manager training workshop at Professional Marketing Forum http://www.pmforum.co.uk/training.aspx we covered a wide range of topics as usual. But during the course there were three career themes that emerged: T-shaped people, senior promotions and management vs. leadership. T-shaped people The earliest reference to the metaphor of Read More
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, Read More
I recently presented a masterclass for some lawyers on the topic of trust for better business relationships. Here are the highlights: What is trust? Trust is a belief. It refers to ideas concerning risk, power and dependency. It is a means of reducing uncertainty so that an effective relationship may Read More
I’ve done training sessions on inbound telephone calls to improve client service and enhance conversion rates (see, for example, http://kimtasso.com/managing-client-service-surveying-property-partnerships/). I’ve done workshops on outbound calls for cold calling (http://kimtasso.com/sales-selling-tips-11-point-plan-cold-calling/). But I was recently asked to cover the topic of outbound calls to existing contacts and clients to enhance business relationships Read More
