Systems

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|

Book review: Understanding Digital Marketing – Marketing strategies for engaging the digital generation by Damian Ryan Third Edition (Kogan Page)

I’ve just submitted a review of this book to Professional Marketing magazine - http://www.pmforum.co.uk/magazine/ which will be published in early 2016. I reviewed the original version of "Understanding digital marketing" in June 2011 (see http://kimtasso.com/book-review-understanding-digital-marketing-marketing-strategies-for-engaging-the-digital-generation-damian-ryan-and-calvin-jones/). This third edition, written at the start of 2014 and published in 2015, is a 100 pages Read More

2015-11-13T11:53:05+00:00November 13, 2015|Kim's Blog, Marketing, Social Media, Web Sites|

Legal client feedback – Group General Counsel of Colt (telecommunications) 2014 (and procurement tips)

Continuing the blog series on "Legal client feedback" Robin Saphra, Group General Counsel of Colt (telecommunications, IT and data centres with 65 lawyers in his team and a £12m legal budget) shared his views on relationships with professional service firms at the September 2014 Professional Marketing Forum Conference: Three years Read More

Accountancy marketing case study – Grant Thornton and Lexis® Interaction® aligning partner KPIs with business objectives

At the recent PM Forum conference, I picked up an accountancy marketing case study from technology suppliers there about the use of marketing technology by accountancy firm Grant Thornton. The Senior Executive – CRM, Marketing and Business Development talks about the use of the CRM solution amongst the 200 partners Read More

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