I joined a new PM Forum - PM Forum workshop on “How to choose, set up and manage a CRM system” facilitated by (2) Simon McNidder | LinkedIn. Simon has spent many years working in accountancy firms (e.g. PWC) and law firms (e.g. Pinsent Masons – which won two awards Read More
What were the key themes arising at the recent PM Forum – PM Forum workshop on “Towards KAM and ABM: Helping fee-earners with client relationship management”?. 14 delegates from across the UK joined us – mostly from law firms. Some delegates were looking at establishing their first KAM programme whilst others were reigniting Read More
At the recent PM Forum - PM Forum workshop on “Towards KAM and ABM: Helping fee-earners with client relationship management” we were joined by delegates from across the UK in legal, accountancy, actuarial and engineering firms. I’ve summarised the delegate aims, poll results and key takeaways below as an addition Read More
Here are the highlights from the recent PM Forum workshop on “Cross-selling and referrer management accelerator”. The delegates were mostly marketing and business development (MBD) managers – legal, accountancy and consultancy firms (one joined form Germany and another was a qualified lawyer). There was an even split between those focused Read More
At the recent Business Development for Professionals - 2024 Virtual Conference - MBL Seminars I presented a session entitled “Supporting Fee-Earners in Sales Targeting”. I’ve summarised the key points here as a supplementary learning resource for the delegates. And I’ve noted the highlights of the sessions by other speakers (How Read More
