Vuture – Marketing and relationship management automation in professional services firms

Posted on: April 17, 2018

My occasional reviews of marketing technology led me to talk to Jennifer Miller at Vuture about the latest developments in marketing and relationship management automation in professional services firms. What is Vuture? Vuture is a platform that works above CRM database systems including; LexisNexis InterAction, Salesforce, Dynamics, Peppermint and OnePlace, to act as a connector […]

Read More

Pick up the phone – Creating better business relationships with telephones

Posted on: January 24, 2018 business relationships with telephones

I’ve done training sessions on inbound telephone calls to improve client service and enhance conversion rates (see, for example, http://www.kimtasso.com/managing-client-service-surveying-property-partnerships/). I’ve done workshops on outbound calls for cold calling (http://www.kimtasso.com/sales-selling-tips-11-point-plan-cold-calling/). But I was recently asked to cover the topic of outbound calls to existing contacts and clients to enhance business relationships and support business development. Creating […]

Read More

Key Account Management KAM in a nutshell

Posted on: December 19, 2017 Key Account Management KAM

I was delighted to address the Professional Marketing Forum Scotland members last week in Edinburgh. The topic they choose was Key Account Management KAM in a nutshell – so I presented information on “text book” theories as well as lots of stories from my experiences on the “front line” of KAM strategy and development in […]

Read More

Effective marketing Secretary: Seven reasons why secretaries make brilliant marketing and BD assistants

Posted on: October 24, 2017 Effective marketing PA/Secretary

One of the longest-running and most popular training courses at the Professional Marketing Forum (http://www.pmforum.co.uk/training.aspx) is the effective marketing Secretary or PA. Whilst many people involved in marketing and BD in the professions have a marketing degree or professional marketing qualifications such as CIM and therefore understand the theory and practice of marketing and selling, secretaries […]

Read More

Property marketing case study – Client and key client relationship management at JLL

Posted on: October 18, 2017 Property marketing case study - CRM at JLL

At the 2017 Professional Marketing Conference http://www.pmforum.co.uk/conference.aspx , Anna Lind, Director of Client Relationship Management at JLL where she leads a team of seven, provided a fabulous property marketing case study. She talked through her six element client relationship management (CRM) and key account management (KAM) programmes which she has developed during her three and […]

Read More

Original branding by Matt Playford · A site by Fresh01