Last week, we welcomed UK and international delegates to a PM Forum digital workshop on “Selling Processes and Sales Skills for Marketing and BD Professionals”. There were equal numbers of delegates from law and accountancy firms who had various roles: business development, pitching, key client management, cross-selling and external referrer Read More
These two articles on the growth of MarTech in professional services were published in the February and March 2020 editions of Professional Marketing Magazine. Wouldn’t it be good if there was a central source of information about marketing automation and technology (MarTech) in professional services – whether in law, accountancy, Read More
Following a networking introduction from a lawyer at Keystone Law (Thank you!) I had the pleasure of meeting Frank Bertele, former adviser at UBS and director of start-up company NETZ. We had a chat and a demo of the system at the WeWork co-working base in the City of London. Read More
I saw a demonstration of PitchPoint software - a new pitch development system - by Andy Driskell of Iphelion. Module to make pitch data capture easy The demonstration started with the administration part of the system where fee-earners or business development team are tasked with a “to do” list to go Read More
I have been helping law firms for almost two decades with their major informal pitches and formal tenders. I’m pleased to report that my success rate is almost 100%. I train both marketing/business development people and lawyers themselves in effective sales and pitch techniques. So I was interested to hear Read More
