Referral management

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|

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

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