CRM

CRM, sales pipeline, project management and collaboration system – Glasnost21 for small and medium firms

While most people know about the leading CRM systems for the professions (e.g. LexisNexis InterAction for lawyers), it’s always interesting to hear about other systems for small to medium sized firms whose needs are a little less sophisticated. Glasnost21 is produced by Antony Slumbers who specialises in the use of Read More

Integrating the sales pipeline and client relationship management

At the “Towards KAM – helping fee-earners with relationship management” session last week one of things generating most interest and discussion was the issue that while most firms had identified the stages in the sales or new business development process in their firms, few had achieved the same level of Read More

The future agenda for marketing in the professions?

At the recent Professional Marketing Forum conference  I was asked to facilitate a session with Kevin Doolan of Eversheds on “How does the marketing team drive the new client agenda?” - and consider the future agenda for marketing in the professions. The topic was selected by Richard Chaplin of the Managing Partners Read More

2018-02-15T17:25:42+00:00October 6, 2013|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|
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