CRM Archives - Page 19 of 23

Legal marketing case studies – Strategy and relationship management at Bird & Bird, DLA Piper, Mills & Reeve and Obelisk

I recently reviewed the book “Effective client management in professional services – how to build successful client relationships” by Jack Berkovi (see blog http://kimtasso.com/book-review-effective-client-management-professional-services-build-effective-client-relationships-jack-berkovi/). The article will appear shortly in http://www.pmforum.co.uk/magazine/. Meanwhile, I summarised the key points from some of the Legal marketing case studies for ease of reference: Bird Read More

Kim Tasso2015-02-10T15:18:36+00:00February 10, 2015|Kim's Blog, Lawyers, Management Skills, Relationship Management, Strategy|

Book review: Effective client management in professional services – How to build effective client relationships by Jack Berkovi

I’ve just finished reading and reviewing this 340 page book ("Effective client management in professional services - How to build successful client relationships" by Jack Berkovi) for Professional Marketing magazine and you should be able to read the article shortly http://www.pmforum.co.uk/magazine/ . I thought I’d share some of the material Read More

Kim Tasso2015-01-28T11:28:54+00:00January 28, 2015|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Relationship Management, Strategy|

Legal client feedback – Group General Counsel of Colt (telecommunications) 2014 (and procurement tips)

Continuing the blog series on "Legal client feedback" Robin Saphra, Group General Counsel of Colt (telecommunications, IT and data centres with 65 lawyers in his team and a £12m legal budget) shared his views on relationships with professional service firms at the September 2014 Professional Marketing Forum Conference: Three years Read More

Kim Tasso2014-10-03T11:42:52+01:00October 3, 2014|Kim's Blog, Lawyers, Management Skills, Marketing, Relationship Management, Statistics and trends|

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

Kim Tasso2014-10-03T11:09:42+01:00October 3, 2014|Accountants, Kim's Blog, Management Skills, Marketing, Relationship Management|

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

Kim Tasso2014-10-03T10:58:41+01:00October 3, 2014|Kim's Blog, Lawyers, Marketing, Relationship Management, Web Sites|