Remove 2014 Remove Client Relationships Remove CRM Remove Finance
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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Connected leadership – How professional relationships (kimtasso.com) Competitors – Analyse who your major competitors are advising and adapt their targeting methods (I’m a little uncomfortable with the current trend to use LinkedIn to review your competitors’ contacts and target them yourself!)

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Marketing technology system review – Clean contact data with Cirrom

Red Star Kim

Client Relationship Management (CRM) systems are the foundation upon which the success of professional services firms’ marketing relies. Those with roles in CRM, digital marketing, analytics and data stewardship will live and breathe the challenge of data quality and data compliance (GDPR). Hooray to that!

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Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

Yet there was an interesting article In March 2023 17 Top Reasons Lawyers Don’t Call Their Clients – The BTI Consulting Group “High-quality voice dialogue between clients and their relationship partners remains rare. This leaves a lot of room to develop client relationships”.