This episode of The Glue is about managing client relationships or CRM in professional services firms. James Stringer is joined by CRM experts Samantha Roberts and Ben Kent to discuss all aspects of CRM within professional services.
Topics explored include:
Host
James Stringer, a former BD Director and now trainer, consultant and coach on Business development, bids and offsites is joined by CRM experts Samantha Roberts and Ben Kent.
Guests
Sam Roberts is a marketing & business development professional with over 30 years’ experience, including roles at BDO, Kingston Smith, Pellings and for the last 10 years, Deloitte.
Ben Kent is a director of a research consultancy Meridian West which works with law, accounting, consultancy and property firms. For 22 years they have been helping firms run their client insight programmes and have developed a range of AI and data visualisation tools to automate the gathering of insights.
This episode of The Glue is about managing client relationships or CRM in professional services firms. James Stringer is joined by CRM experts Samantha Roberts and Ben Kent to discuss all aspects of CRM within professional services.
Topics explored include:
Host
James Stringer, a former BD Director and now trainer, consultant and coach on Business development, bids and offsites is joined by CRM experts Samantha Roberts and Ben Kent.
Guests
Sam Roberts is a marketing & business development professional with over 30 years’ experience, including roles at BDO, Kingston Smith, Pellings and for the last 10 years, Deloitte.
Ben Kent is a director of a research consultancy Meridian West which works with law, accounting, consultancy and property firms. For 22 years they have been helping firms run their client insight programmes and have developed a range of AI and data visualisation tools to automate the gathering of insights.