pipeline analysis

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|

Sales Targeting Toolbox for Professional Services Firms
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Sales Targeting Toolbox for Professional Services Firms

Accountants, Kim's Blog, Lawyers, Marketing, Selling

Sales Targeting Toolbox for Professional Services Firms

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

Kim Tasso2024-02-08T20:30:46+00:00February 8, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Selling|