Six themes on cross-selling and referrer management workshop highlights (2020)

Yesterday I facilitated an interactive workshop through the Professional Marketing Forum  on cross-selling and referrer management. I promised the delegates – representing a range of legal and accountancy practices – that I would summarise and share the key points arising from the session and the six themes to supplement their Read More

Intapp leads the way with client lifecycle management (CLM) solution

In May I went along to the Intapp conference in London. I’ve written about the Intapp Professional Services Cloud before - it spans intelligent client development, unified business acceptance (conflict checking during client on-boarding) and client delivery (especially its support for pricing). But what struck me most at the recent conference was the Read More

2019-06-05T10:38:02+01:00June 5, 2019|Kim's Blog, Lawyers, Marketing, Relationship Management|

Book Review – The Analytical Marketer – How to transform your marketing organization by Adele Sweetwood

Health warning: This book "The Analytical Marketer – How to transform your marketing organization" by Adele Sweetwood is for serious marketers who are faced with adapting their marketing organisations to embrace the exciting (albeit a little bit scary) transformation being driven by the advances in marketing technology and automation.   This is an Read More

2017-01-09T20:27:27+00:00January 9, 2017|Kim's Blog, Marketing|