Client relationship management

Accountancy marketing case study – Grant Thornton and Lexis® Interaction® aligning partner KPIs with business objectives

At the recent PM Forum conference, I picked up an accountancy marketing case study from technology suppliers there about the use of marketing technology by accountancy firm Grant Thornton. The Senior Executive – CRM, Marketing and Business Development talks about the use of the CRM solution amongst the 200 partners Read More

Legal marketing case studies – Farrer & Co Lexis® Interaction® and Berwin Leighton Paisner Siteimprove web governance suite

At the recent PM Forum conference, I picked up some legal marketing case studies from technology suppliers there about the use of marketing technology by law firms. Farrer & Co CRM Farrer & Co (220 fee-earners including 78 partners) has used CRM solution Lexis® Interaction® since 2005. As part of Read More

2014-10-03T10:58:41+01:00October 3, 2014|Kim's Blog, Lawyers, Marketing, Relationship Management, Web Sites|

Client feedback – Insights into general counsel needs (2014 part one)

In each edition, The Lawyer magazine interviews an in-house lawyer or Group Counsel. I picked up the following trends into general counsel needs and selected some highlights to inform those either pitching to or building relationships with similar in-house counsel. Trends The importance of on-the-ground local counsel Use of preferred firms Read More

CRM, sales pipeline, project management and collaboration system – Glasnost21 for small and medium firms

While most people know about the leading CRM systems for the professions (e.g. LexisNexis InterAction for lawyers), it’s always interesting to hear about other systems for small to medium sized firms whose needs are a little less sophisticated. Glasnost21 is produced by Antony Slumbers who specialises in the use of Read More

Integrating the sales pipeline and client relationship management

At the “Towards KAM – helping fee-earners with relationship management” session last week one of things generating most interest and discussion was the issue that while most firms had identified the stages in the sales or new business development process in their firms, few had achieved the same level of Read More

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