Blogs

The Marriage of CRM & ERM - A Meaningful Integration

By LMA International posted 10-12-2011 08:15

  

Where:
Gray Plant Mooty
500 IDS Center
80 South Eighth Street
Minneapolis, MN 55402

When:
Wednesday, October 12, 2011
12:00 p.m. - 1:30 p.m.

Law firm business development is all about relationships. So it is not surprising that there has been a continual and ongoing search for technology and tools to assist firms in discovering and leveraging these crucial relationships.

For over a decade, the relationship technology tool of choice for law firms was Client Relationship Management or CRM. A large number of firms have attempted, often unsuccessfully, to deploy these systems to enhance Client communication and service and gain relationship intelligence. But time has shown that CRM success can even be elusive. Without a strategy, a well-executed plan, a high level of attorney and management buy-in and the dedication of significant resources, CRM deployments have frequently failed to meet expectations.

Enter ERM or Enterprise Relationship Management, an exciting new technology application that claims to reveal a vast number of relationships with little very effort required from attorneys. But as powerful as ERM may be for discovering relationships, it is not a complete solution to allow firms to leverage those relationships or enhancing Client communication or service.

So what is the answer, CRM or ERM? Perhaps the best solution is a combination of the two - a meaningful integration. This presentation explores both CRM and ERM technologies, evaluating their strengths and weaknesses as well as their potential for enhancing a firm's business development and marketing efforts. Whether you are leading a new CRM or ERM initiative at your firm or trying to enhance the success of a current implementation, this presentation will address some of the most common challenges you may face and will provide you with ideas and best practices for success.

Presenter: 

Chris Fritsch, President and Business Development Technology Consultant, ClientsFirst Consulting, LLC. As a Business Development Technology and 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 legal technology, legal marketing, and client development topics. Her areas of expertise include CRM, ERM, and other business development 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. 

0 comments
2 views