I joined a new PM Forum - PM Forum workshop on “How to choose, set up and manage a CRM system” facilitated by (2) Simon McNidder | LinkedIn. Simon has spent many years working in accountancy firms (e.g. PWC) and law firms (e.g. Pinsent Masons – which won two awards Read More
At this month’s PM Forum - PM Forum online workshop on “Campaigns, thought leadership and project management” we explored the three topics from a strategic (why) rather than a tactical (how) perspective. 50% of the delegates were from law firms with others from accountancy and consulting practices. There was an Read More
At the recent “Proactive Marketing and Business Development Executive” full day PM Forum workshop, delegates (from law (including a former secretary and a former lawyer), accounting and consulting practices asked a number of questions. These summary answers contribute to the learning resources for the session. Six questions from Proactive Marketing/BD Read More
In November it was a full house for the PM Forum’s Proactive marketing and business development executive online workshop. It was on budget day so those from accountancy and tax practices had a lot going on. These sessions are experiential – with much use of social learning so many insights Read More
As an fan of Challenger sales (and the variant Insight Selling Insight selling - building on consultative selling models (kimtasso.com) I was delighted to see that one of the originators – Matthew Dixon – turned his focus to selling in professional services. His research on rainmaker best practice is helpful Read More
