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Don’t try to boil the ocean – Be more focused with Cross-Selling and Referrer Management Strategies

At the recent MBL workshop on cross-selling and referrer management, we adopted a back-to-basics approach for these strategies. (see Kim Tasso – MBL Seminars for details of future sessions).  Delegates from legal, property, construction and financial services firms came together to look at how to initiate or improve their cross-selling and referrer Read More

2026-03-11T12:27:11+00:00March 11, 2026|Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management, Selling|

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|
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