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CRM – Applications, systems and fee-earner engagement
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CRM – Applications, systems and fee-earner engagement

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

CRM – Applications, systems and fee-earner engagement

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

Kim Tasso2025-07-01T15:45:32+01:00July 1, 2025|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Psychology, 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|