CRM systems

Campaigns, thought leadership and project management – 18 ways to stretch MBD resources

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

2024-06-24T09:39:13+01:00June 24, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

Rainmaking best practice in professional services firms (Selling behaviours)

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

2023-11-02T12:43:53+00:00November 2, 2023|Kim's Blog, Lawyers, Marketing, Selling, Social Media|

Roles, satisfaction and aspirations of Marketing and Business Development (M&BD) Assistants

It was a full house at the March workshop on “Practical and Professional Skills for Marketing and Business Development (M&BD) Assistants” although almost all delegates were from law firms across the UK. The discussions and polls (see below) provided interesting insights into the roles and aspirations of those entering professional Read More

2023-03-24T09:19:20+00:00March 24, 2023|Kim's Blog, Marketing|
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