Getting your head around basic selling skills

Posted on: November 11, 2011

When selling has been a key part of your role for over 30 years, and you have been teaching and coaching both the professions (lawyers, accountants and surveyors) as well as marketers for almost 20 years, it is easy to forget how important it is to remember the basics. On Tuesday morning I ran a […]

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Integrated marketing systems (Web, CRM, ERM etc) – Hubbard One

Posted on: October 21, 2011

As a marketing consultant, I like to keep to date with the developments in systems available to marketers and their firms and so I spent some time with the folk at Thomson Reuters to see what is on offer with Hubbard One which is used by a significant number of larger law firms (55 across […]

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Hints to those demonstrating CRM systems

Posted on: December 31, 2010

In the course of my work with many different clients in the professions, I get to sit through a lot of CRM demonstrations – sometimes they are “bolt on” modules for accounting systems and sometimes they are standalone systems, sometimes they are tailored to a particular sector’s needs (e.g. property, law). But there a couple […]

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Linking pipeline and portfolio management to avoid strategic drift

Posted on: August 26, 2010

Unlike lawyers who rarely have repeat business, accountants have portfolios of work – a large proportion of which is ongoing compliance work (e.g. audits) and a smaller amount which is ad-hoc advisory work. Of course, some accountants – such as those working in the corporate finance arena – will have a large transactional element where […]

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Marketing communications technology for professional firms

Posted on: July 14, 2009

A week or so ago, I was invited to the offices of Vuture by a former colleague that I had worked with many, many years ago in the property sector. With his partner, he has spent the past few years developing a kind of digital asset and content management system for professional firms which he […]

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Original branding by Matt Playford · A site by Fresh01