2022 Blog Client Development CRM 
Red Star Kim
SEPTEMBER 29, 2023
One delegate question was “ What tips to engage fee earners with investing time and data into the CRM systems?”. How happy are you with your CRM (and integrated mailing, analytics and relationship management capabilities)?
Red Star Kim
APRIL 17, 2023
Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information. Social media was used by all firms but to varying degrees – there was less activity in sharing joint content and endorsements/recommendations than other methods.
Red Star Kim
JULY 11, 2022
The following reports may be useful: Professional Services Global Market Report 2022 (globenewswire.com) (December 2021). PPS I’m putting together a separate blog on the question – which keeps arising – of future trends in professional services marketing and business development. 40% Selling (winning new clients).
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