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Golden Rules of Segmentation

Golden Rules of Segmentation

In our last blog I talked about the challenges that firms face when it comes to segmenting the contacts and clients with whom they have relationships.   As you will of course all know there are a lot of issues to tackle, so in this blog I’m going to try and summarise...
Golden Rules of referral management

Golden Rules of referral management

Earlier, we looked at some of the key issues around how firms can implement a more effective referral management programme to work along side their CRM.  In this blog, we’re going to list the ten golden rules so that you can use this as a check list to work out how...
Golden Rules of Data Privacy

Golden Rules of Data Privacy

We wrote earlier about the issues facing firms when it comes to implementing a successful policy for conforming to data privacy legislation.  In this blog we’re going to sum up the key issues and offer you some “Golden Rules”. If you would like to subscribe to receive...