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 Read More
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, Read More
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 Read More
Most people think of databases when they hear CRM. But the data is just a tool to support client relationship management. The following is an extract (Real CRM - 20 top tips) from an article called “From messing around with databases to real client relationship management” published in the current Read More
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 Read More
