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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|

Proactive marketing and business development executives – CRM, internal engagement and career insights
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Proactive marketing and business development executives – CRM, internal engagement and career insights

Kim's Blog, Marketing, Relationship Management

Proactive marketing and business development executives – CRM, internal engagement and career insights

In November it was a full house for the PM Forum’s Proactive marketing and business development executive online workshop. It was on budget day so those from accountancy and tax practices had a lot going on. These sessions are experiential – with much use of social learning so many insights Read More

Kim Tasso2023-12-19T16:00:49+00:00December 5, 2023|Kim's Blog, Marketing, Relationship Management|