We are a CRM consultancy which assists professional services businesses (lawyers, accountants, financial services businesses or economists) to turn their intelligence in to profits through developing their relationships.

Our contention is that most services organisations have a considerable volume of data about their relationships but do not exploit them; they don’t use their intelligence.  Our CRM & Business Development Consulting, helps firms to turn this data in to insights that they can act upon to strengthen relationships and grow profits.

We work in one of two ways;  we either work with individuals, helping them to develop the effectiveness of their relationship management and business development skills or with organisations to enhance the organisation’s ability to identify and exploit seams of potential profits.

The skills that we bring are varied but always commercially focused – if it doesn’t pay you to do it, then you shouldn’t want to pay us to help.

Follow the links or use the menus to see the specific uses of our skills.  All of our work involves data analysis (and invariably data cleaning), coaching of the leadership about how to manage data and personal development.

We have tried to summarise what we do over the next couple of pages but we often find that the best thing is for us to speak.  Here is how to get in touch…