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Case Study – FRP Advisory

Tom Capling 21 August 2023 Case Studies

Pursuing excellence. Clare Quinn-Waters – Partner and Business Development Director shares her experience in partnering with Client Sense to help her lean team to punch well above their weight.

AccountingCase StudyClientsCRMERMFRP AdvisoryKey Relationship ManagementProfessional ServicesReferrer Managementrelationship managementUKUnited Kingdom

Case Study – Allen Matkins

Steve Tyndall 24 July 2023 Case Studies

Built on Relationships. Kirsten Beecher – Director of Client Development talks about their use of Client Sense in continuing to grow and build on their existing relationships.

Allen MatkinsCase StudyClientsCRMERMGwabbitGwabbit vs Client Sense as Gwabbit ReplacementKey Relationship ManagementProfessional ServicesReferrer Managementrelationship management

Legal CRM Report – The Legal IT Insider

Steve Tyndall 28 February 2023 Articles

Joining the dots: Bryony Vandepeear – Senior Marketing and Business Development Manager at William Buck, discusses their use of Client Sense to maintain and accelerate growth.

ClientsCRMKey Relationship ManagementProfessional ServicesReferrer Managementrelationship management

Case Study – William Buck

Steve Tyndall 11 July 2022 Case Studies

Joining the dots: Bryony Vandepeear – Senior Marketing and Business Development Manager at William Buck, discusses their use of Client Sense to maintain and accelerate growth.

Case StudyClientsCRMKey Relationship ManagementProfessional ServicesReferrer Managementrelationship managementWilliam Buck

Case Study – McInnes Wilson Lawyers

Steve Tyndall 5 May 2022 Case Studies

Staying ahead of the game: Mark Woolley – Principal, discusses the way Client Sense has helped his team to drive work and manage referral relationships.

Case StudyClientsCRMKey Relationship Managementlaw firmlegal crmMcInnes WilsonProfessional ServicesReferrer Managementrelationship management

Case Study – Mullins Lawyers

Steve Tyndall 27 April 2022 Case Studies

The Power of Communication: Katherine Gilbey – Head of Marketing and Business Development, shares her experience and learnings in working with Client Sense.

business developmentCase StudyClientsCRMHubSpotKey Relationship Managementlaw firmlegal crmMullinsProfessional Servicesrelationship management

Case Study – Coleman Greig Lawyers

Steve Tyndall 21 April 2022 Case Studies

The Value of Untapped Data: Warrick McLean – CEO, shares how Client Sense has provided Coleman Greig with strategic insights and enhanced Business Development capabilities.

Case StudyClient IntelligenceColeman GreigKey Relationship Managementlaw firmlegal crmProfessional ServicesReferrer Managementrelationship management
Image by Kalle Kortelatinen

2021 Review – Common BD & Marketing Challenges

Tom Capling 27 January 2022 Articles Leave a Comment

Tom Capling shares some of the common goals and challenges for Professional Services firms in 2021.

business developmentClientsCRMCRM SystemsKey Relationship ManagementProfessional Services. Relationship Management

The lateral Partner from Heaven or Hell

Steve Tyndall 24 June 2021 Articles Leave a Comment

BDbigdatabusiness developmentClientsCRMCRM SystemsKey Relationship ManagementLateral PartnerLaterl HireProfessional Services. Relationship ManagementStrategic Account Management

Key Client and Referrer Management

Steve Tyndall 8 June 2021 Articles Leave a Comment

Key Relationship ManagementProfessional Services. Relationship ManagementStrategic Account Management
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