Kiel, November 11th, 2021

Financial Services Publisher portfolio Verlag implements knk365 for Media Sales

Established independent publisher, portfolio Verlag, has been at the heart of the UK and German financial services industry for over 20 years. Conscious of the increasing complexity of the market and the need to keep ahead of the competition, portfolio Verlag realised that having a state-of-the-art CRM platform would be essential to their ongoing success. After an initial fact-finding mission they appointed knk Software UK to implement knk365 for Media Sales and Phase 1 of this project has now been successfully completed. knk365 for Media Sales is knk’s bespoke application focused on advertising sales which utilises the cloud-based Microsoft Dynamics 365 CRM platform.

The introduction of knk365 for Media Sales provides portfolio Verlag with a sophisticated sales CRM and pipeline tool which is not only customizable to provide the functionality required today but also delivers a future-proofed and continuously updated platform which can be configured to accommodate change as the business continues to grow and expand its offerings.

Managing Director Stephen Boyce says: ‘Our aim was to implement a software service that would manage our sales pipeline, standardise our workflows, integrate with our Marketing and Office 365 systems, promote collaboration across the business, and provide improved management reporting and competitive analysis. knk365 for Media Sales enables us to achieve these objectives’.

Continuity of business practices throughout the project was a central objective. Stephen goes on to say: ‘We were extremely impressed by knk’s flexible remote working through the covid pandemic, enabling timely and on-budget delivery of the software, and successful implementation of the first phase of our project. We look forward to continue to work with knk to future-proof our business, allowing us to concentrate on our core business of providing insightful content and networking for professional investors.’

John Lawson, knk UK MD, says: ‘The key to the success of this project was the close collaboration between the portfolio Verlag project team and knk team and I am looking forward to working with portfolio Verlag on future phases in the months and years to come.’

About portfolio Verlag:

With offices in the UK and Germany, portfolio Verlag has been an established publisher in the financial services sector for over 20 years. For more than half of that time portfolio institutional (the UK division) has been providing innovative content on investment strategy, in-depth independent analysis and expert opinion to institutional investors. Over 6,000 copies of the print magazine are distributed each month to an audience of pension fund CIOs, independent trustees, corporate treasurers, foundations, local authorities, asset managers, investment consultants and related industry readers. Leading content can also be viewed online and through a bi-weekly newsletter which is sent to over 3,000 subscribers. portfolio institutional also produces a range of high-quality roundtables, an exclusive ESG Club, Diversity Hub and bespoke events.

About the knk Group:

The knk Group has 450 customers in the publishing and media industry across North America, Europe and Asia with offices in the US, UK, France and Germany.

knk develops and distributes knkPublishing – the only Microsoft certified publishing software worldwide. It complements the range of services provided by Microsoft Dynamics 365 with publishing-specific functionality for book, magazine, and specialist publishers and is based on the latest Microsoft technology. The software can be used in the cloud as well as on premises. In addition, the knk Group offers BI, CRM (knk365 for Media Sales), Customer Engagement (knk365 Market Insights) and Marketing Automation (knk365 Marketing Automation) solutions dedicated to meet the publishing and media industry’s needs.

In addition to knkPublishing and the knk365 solutions, the knk Group also offers the brands of Bradbury Phillips International Ltd, the most established provider of Rights and Royalty software for Publishers and Literary Agents, and the “VM Media Manager” solution – the market leading advertising, subscription and circulation management software in Germany.


Contact knk Group

knk Group
Julia Redner
Phone +49 (0)431 579 72-784

011-2021 – knk Press