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Case studies: Marketing and Business Development at law and accounting firms

Red Star Kim

At training workshops, people often ask me for case studies of successful marketing and business development strategies and campaigns at professional services firms. Here I summarise brand, referrals, research, key account management (KAM) and new service development case studies. Some competitors enjoyed 2.5

Marketing 130
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The Power of Account-Based Marketing: A Thales Case Study

Cosawi

In the work we do, we find fascinating to see that Marketing as a function is often missing at the strategic account table. In our more traditional groups, marketing, and sales work in locked steps but it seems that the shift to strategic account management is often missing marketing when time comes to establish its roadmap.

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Best Practices for SaaS Companies and Vendors with Nigel Cullington of Upland Software

Upland

Nigel Cullington, VP of Marketing of Upland Software’s Sales Effectiveness Division, spoke with Alex Gluz on the Revenue Engine Podcast about the vital lessons outlined from real life sellers in his recent book, Not Just Another Vendor. And, finally, Nigel highlights the rise of the revenue team. It’s unclear how companies will bring on AI.

Software 221
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Coaching and Consulting skills – Limiting beliefs, approaches to helping and marketing consultancy

Red Star Kim

At the start of February it was a full house of delegates from accountancy, law and consultancy firms (including from Hong Kong) at the PM Forum ’s “Coaching and Consulting skills for marketing and business development professionals”. highcaliberbranding.com) Why are you hiring a marketing consultant?

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Future Marketing/BD Manager – Build resilience to avoid being overwhelmed

Red Star Kim

A key theme arising at the March PM Forum “ Future Marketing/Business Development Manager” (with delegates from legal, accountancy and consultancy firms) was about being overwhelmed. There were conversations about overwhelmed marketing/BD managers, overwhelmed M&BD teams and overwhelmed fee-earners.

Marketing 130
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Account Planning Best Practices with Nigel Cullington’s Expertise

Upland

Nigel Cullington, VP of Marketing of Upland Software’s Sales Effectiveness Division, spoke with Alex Gluz on the Revenue Engine Podcast about the vital lessons outlined from real life sellers in his recent book, Not Just Another Vendor. And, finally, Nigel highlights the rise of the revenue team. It’s unclear how companies will bring on AI.

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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

In November it was a full house for the PM Forum’s Proactive marketing and business development executive online workshop. It was on budget day so those from accountancy and tax practices had a lot going on. Proactive marketing and business development executives – CRM, internal engagement and career insights.

CRM 130