In the course of my work with many different clients in the professions, I get to sit through a lot of CRM demonstrations – sometimes they are “bolt on” modules for accounting systems and sometimes they are standalone systems, sometimes they are tailored to a particular sector’s needs (e.g. property, Read More
A while back I got together with a well known consultant in digital marketing and social media to produce a White Paper providing guidance to lawyers, accountants and surveyors – and their business development advisers – on the use of social media in selling and integrating social media into their marketing, Read More
Yesterday I was in Manchester (which was sunny and warm if you want to know) delivering another of the CLT training sessions on “Developing a privately funded family law practice” with 19 enthusiastic family law practitioners. During the day we covered the planning cycle and development of an appropriate business Read More
My favourite session at each year’s PM Forum Annual Conference is the final plenary session where a panel of professional service clients are invited to give their view on the marketing and sales approaches that they receive and to answer questions from the floor. This year the panel comprised: - Read More
Talking with some accountants the other day about their recent sales experiences reminded me of a number of tips for more effective professional selling. Continuance or progression? - These are important concepts for those who have contacts that they see on a regular basis but find, rather frustratingly, that they are Read More
