CRM Success Steps and Strategies
Thursday, March 5, 2015
2:00 PM ET/1 PM CT/11 AM PT
RSVP: https://attendee.gotowebinar.com/register/9011487714110683650
Join us on Thursday, March 5, 2015 for “CRM Success Steps and Strategies,” an informative, 1-hour webinar specifically designed for small firm/solo marketers.
Based on research from respected business organizations, up to 70% of CRM implementations can fail to meet expectations, resulting in a tremendous loss of money, time, resources and credibility. The good news is that they don’t have to fail. With the right strategy, a CRM implementation can actually improve client service, strengthen relationships and increase firm revenue.
Whether you’re leading a new CRM initiative at your firm or trying to enhance the success strategy of your current implementation, this presentation will address some of the most common CRM challenges you may face and provide you with information, ideas and best practices to overcome those challenges. It will also explore some recent product enhancements and developments in CRM technology that can provide new options for success. Some key takeaways include:
- Gain acceptance from key stakeholders and user groups whose participation is critical to success
- Make informed decisions regarding system selection and integration
- Avoid pitfalls and navigate roadblocks in law firm CRM implementations
- Set realistic expectations and goals for CRM success
- Create the framework for internal communications and training plans
About the Speakers
As a CRM Success Consultant, Chris Fritsch helps firms choose and implement the right technology solutions to support their business development efforts and maximize their return on investment. She also writes and speaks nationally on CRM, legal technology, legal marketing and business development topics. Her areas of expertise include CRM and other business development and technology, relationship intelligence, competitive intelligence and utilizing technology to strengthen client relationships. Chris received her law degree from Emory University School of Law in Atlanta, GA, where she served as Managing Editor of the Emory International Law Review, as well as student and faculty technology consultant. Chris can be reached at 404-249-9914 or CF@ClientsFirstConsulting.com.
Sheryl Miller is co-chair of the Small Firm/Solo Marketer SIG and the Marketing & Business Development Manager at Caplin & Drysdale, a 70-attorney law firm with offices in DC and NY. Sheryl’s firm is currently going through a CRM implementation, so she can speak first-hand about the challenges she has faced during the rollout process. A 20-year legal marketing veteran, Sheryl has also worked with large, mid-size, and small law firms on utilizing their CRM databases for marketing and business development purposes, including event management, market intelligence, and relationship mapping. Sheryl can be reached at 202-862-7857 or smiller@capdale.com.