Referral 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

Referrer and intermediary management – Internal information systems

At recent referrer and intermediary management training sessions the topic of information systems to was discussed. Whilst there is a host of excellent technology solutions available to larger firms, some within integrated accounts systems and others in standalone CRM systems, many professionals prefer to get the relevant behaviours established and Read More

2015-12-11T11:28:02+00:00December 11, 2015|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Legal marketing case study: Improving referrals through reward systems at Keystone Law

I’ve written many articles and blogs about cross-selling and both internal and external referral management. And I always mention the need to remove barriers and risks and ensure that there are adequate rewards. So here's an interesting Legal marketing case study. So I was interested to talk to the good Read More

2015-02-19T15:37:29+00:00February 19, 2015|Kim's Blog, Lawyers, Marketing, Relationship Management|

Highlights from the McKinsey article on demystifying social media

In April, McKinsey management consultants published an article on social media with a specific focus on its value in consumer marketing and on its “consumer decision journey” model. The full article is here: http://www.mckinseyquarterly.com/Demystifying_social_media_2958 Whilst it is not directly relevant to the professions, there are some statistics and case studies Read More

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