CRM Archives - Page 3 of 21

How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility
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How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

Kim's Blog, Marketing

How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

The September PM Forum workshop on “Professional and Practical Skills for Marketing and Business Development (M&BD) Assistants” was attended by 18 delegates from legal, accountancy, consultancy and actuarial firms. The session comprises three elements: marketing and business development fundamentals, practical marketing communication and business development skills and growing your career. Read More

Kim Tasso2023-09-29T13:49:21+01:00September 29, 2023|Kim's Blog, Marketing|

Internal Referrer Management – Employee Communication and Alumni Programmes
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Internal Referrer Management – Employee Communication and Alumni Programmes

Kim's Blog, Lawyers, Marketing, Relationship Management

Internal Referrer Management – Employee Communication and Alumni Programmes

Towards the end of June I attended a PM Forum London Committee event on “Harnessing the power of your people”. As well as addressing a number of internal communications and engagement, cultural and brand ambassador issues there was a focus on the importance of alumni programmes. Both existing and past Read More

Kim Tasso2023-08-07T14:51:36+01:00August 7, 2023|Kim's Blog, Lawyers, Marketing, Relationship Management|

Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum
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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy

Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

At the start of June I had the pleasure of leading PM Forum’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop. Delegates were from legal and accountancy firms in the UK, Channel Islands, Germany and United Arab Emirates. We covered a lot of material in Read More

Kim Tasso2023-10-19T18:36:53+01:00June 15, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|

Cultivate a cross-selling culture
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Cultivate a cross-selling culture

Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management

Cultivate a cross-selling culture

We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. A summary of delegate discussion topics and poll results are shown below to add to the learning resources from the session. While we discussed various tools and Read More

Kim Tasso2023-03-16T09:48:05+00:00March 16, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Marketing technology system review – Clean contact data with Cirrom
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Marketing technology system review – Clean contact data with Cirrom

Accountants, Kim's Blog, Lawyers, Marketing

Marketing technology system review – Clean contact data with Cirrom

I’ve known David Brady – the serial entrepreneur specialising in professional services marketing technology – for more years than either of us care to acknowledge (but see the articles below if you’re interested). Vuture – his first martech contribution in the digital marketing space – is a recognised and trusted Read More

Kim Tasso2023-02-06T09:08:47+00:00February 6, 2023|Accountants, Kim's Blog, Lawyers, Marketing|