Marketing Information Systems

Cross-selling and referrer management – The view from marketing and BD

I recently presented a new course on cross-selling and referrer management for marketers and business developers in professional services for the PM Forum http://www.pmforum.co.uk/training/. As the many other blogs on these topics will demonstrate, they are big issues and we had to be selective on what we covered. However, the Read More

Referrer and intermediary management – Internal information systems

At recent referrer and intermediary management training sessions the topic of information systems to was discussed. Whilst there is a host of excellent technology solutions available to larger firms, some within integrated accounts systems and others in standalone CRM systems, many professionals prefer to get the relevant behaviours established and Read More

2015-12-11T11:28:02+00:00December 11, 2015|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

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

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