Marketing in a time of Coronavirus – Pragmatic ideas

Posted on: May 7, 2020 Marketing in a time of Coronavirus – Pragmatic ideas

“Love in a time of Cholera” by Gabriel García Márquez is a great book. It reflects many themes we are experiencing today such as the Coronavirus plague and the attempts to maintain relationships across great distances. So what about marketing in a time of Coronavirus? Once professional service firms transitioned staff to working from home […]

Read More

Intapp leads the way with client lifecycle management (CLM) solution

Posted on: June 5, 2019 Intapp leads the way with client lifecycle management (CLM) solution

In May I went along to the Intapp conference in London. I’ve written about the Intapp Professional Services Cloud before – it spans intelligent client development, unified business acceptance (conflict checking during client on-boarding) and client delivery (especially its support for pricing). But what struck me most at the recent conference was the way that Intapp is revolutionising […]

Read More

Vuture – Marketing and relationship management automation in professional services firms

Posted on: April 17, 2018

My occasional reviews of marketing technology led me to talk to Jennifer Miller at Vuture about the latest developments in marketing and relationship management automation in professional services firms. What is Vuture? Vuture is a platform that works above CRM database systems including; LexisNexis InterAction, Salesforce, Dynamics, Peppermint and OnePlace, to act as a connector […]

Read More

Back to basics – The importance of segmentation and personas

Posted on: November 25, 2014

While it is easy to get wrapped up in all the amazing digital technologies that are available to marketers (I recently read a report that said, on average, even a junior marketer will use up to 100 different technologies in a day without even noticing) sometimes it is important to go back to basics. Like segmentation […]

Read More

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

Posted on: May 2, 2014

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 technology in the property/real estate […]

Read More

Original branding by Matt Playford · A site by Fresh01