Client relationship management Archives - Page 6 of 19

Client Experience Management (CEM) – Nine takeaways (Perspective, Emotions, Tension, Journeys, Involvement, Tangible, Systems, Technology, Process)
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Client Experience Management (CEM) – Nine takeaways (Perspective, Emotions, Tension, Journeys, Involvement, Tangible, Systems, Technology, Process)

Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Relationship Management

Client Experience Management (CEM) – Nine takeaways (Perspective, Emotions, Tension, Journeys, Involvement, Tangible, Systems, Technology, Process)

In April, the delegates at the Client Experience Management (CEM) workshop at Professional Marketing Forum https://www.pmforum.co.uk/training.aspx identified the following nine takeaways: 1. Adopt the client’s perspective Whilst it is easy to see the business benefits of a Client Experience Management programme in terms of consistency of quality and care, it Read More

Kim Tasso2019-06-19T15:03:46+01:00June 19, 2019|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Relationship Management|

Intapp leads the way with client lifecycle management (CLM) solution
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Intapp leads the way with client lifecycle management (CLM) solution

Kim's Blog, Lawyers, Marketing, Relationship Management

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 Read More

Kim Tasso2019-06-05T10:38:02+01:00June 5, 2019|Kim's Blog, Lawyers, Marketing, Relationship Management|

How technology drives marketing intelligence and efficiency
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How technology drives marketing intelligence and efficiency

Kim's Blog, Lawyers, Marketing, Relationship Management, Selling, Statistics and trends

How technology drives marketing intelligence and efficiency

This article “How technology drives marketing intelligence and efficiency” was published by Intapp on April 29, 2019 Intapp recently connected with industry influencer, Kim Tasso, to discuss how technology is impacting and improving marketing. Tasso, the managing director of RedStarKim Ltd., is an independent management consultant specializing in the professional Read More

Kim Tasso2021-04-03T15:09:36+01:00May 4, 2019|Kim's Blog, Lawyers, Marketing, Relationship Management, Selling, Statistics and trends|

Driving successful marketing programs for professional services
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Driving successful marketing programs for professional services

Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management, Strategy

Driving successful marketing programs for professional services

This article “Driving successful marketing programs for professional services” was published by Intapp on March 29th 2019 https://www.intapp.com/blog_posts/successful-marketing-for-professional-services/ We recently connected with professional services expert and influencer, Kim Tasso to talk about marketing. Tasso, the managing director of RedStarKim Ltd, is an independent management consultant specializing in the professional services Read More

Kim Tasso2019-04-01T11:14:11+01:00April 1, 2019|Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management, Strategy|

Effective marketing – a discussion with managing partners
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Effective marketing – a discussion with managing partners

Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Relationship Management, Selling, Strategy

Effective marketing – a discussion with managing partners

At the end of 2018 I was invited to facilitate a Managing Partners’ Forum breakfast roundtable titled: Effective marketing – a discussion with managing partners. There were managing partners of law, accountancy and management consulting firms present – and the session was chaired by Richard Thorby. Here’s a summary of Read More

Kim Tasso2021-04-03T15:21:06+01:00January 11, 2019|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Relationship Management, Selling, Strategy|