Program Title: Successful Long-term CRM Strategies – Getting your attorneys and staff engaged after rollout
Date: 5/13/14 Time (start and end): 5:00-6:30pm
Location:
White and Williams LLP
1650 Market Street, One Liberty Place, Suite 1800, Philadelphia PA 19103
215.864.6365
Registration begins at 5:00pm; speakers begin at 5:30pm.
CLICK HERE TO REGISTER
This program is sponsored by:
LexisNexis InterAction
PROGRAM DESCRIPTION:
Have you successfully implemented your CRM system only to struggle with keeping the attention of your users—especially the attorneys—post rollout? Which strategies have worked at other firms? What pitfalls should you be avoiding? In this presentation our panel of experienced in-house CRM professionals will share their war stories both successes and failures. We will cover tips and best practices including:
- What CRM information provides value for attorneys and professional staff and how can you promote it?
- What types of ongoing CRM system training are effective for attorneys and staff?
- How often should you be sending out follow-up communications with helpful CRM tips?
- What types of incentives actually work?
Special guests, Chris Fritsch and Laura Hester from ClientsFirst Consulting will be participating in the roundtable.
John Barber of White and Williams LLP will moderate the discussion. We invite you to submit questions via email to (barberj@whiteandwilliams.com) prior to this program.
SPEAKERS:
Pamela Babst, Marketing Technology Manager, Post & Schell, P.C.
Pamela Babst has worked within legal marketing for over 15 years and has in-depth strategic and tactical experience in the successful implementation, training and management of CRM. She leads and manages all aspects of the firm-wide implementation of InterAction CRM along with overseeing other technology-related marketing efforts. Prior to joining Post & Schell, Pamela has led CRM rollouts of InterAction and Contact Ease and provided associated staff training and support at Fox Rothschild LLP and Drinker Biddle & Reath LLP.
Bruce Jenkins, Manager of Marketing Technology, Blank Rome LLP
Bruce Jenkins has nearly 15 years of experience in the legal industry in various capacities, including marketing, business development and client service. At Blank Rome LLP, he is responsible for overseeing the development and integrity of all internal and external marketing technology systems as well as the management and development of supporting staff. Bruce efficiently assesses issues that arise, as well as anticipates the Firm’s technology needs and how it relates to successful business development.
Sheila Mennis, CRM Manager, Duane Morris, LLP
Sheila Mennis oversees Duane Morris’ email marketing strategy, operations, and execution. She manages the integration of CRM data into the overall marketing structure and determines CRM strategy, processes and best practices for the firm. Prior to joining Duane Morris in 2011, Sheila’s experience includes several years as CRM Manager in the higher education industry, as well as several years as Sales and Marketing manager for the Real Estate industry.
John Patenaude, Data Steward, Saul Ewing LLP
John Patenaude has close to 10 years of experience working with CRM systems at large law firms. Prior to joining Saul Ewing, he held data steward and marketing positions at Dechert and Duane Morris. John manages day to day data stewards tasks and implements the firm’s CRM strategy including ongoing training initiatives for attorneys and staff.
REGISTRATION FEES
Pre-register online until noon on Monday, May 12, 2014
Members: Complimentary Nonmembers: $25
Register at the door:
Members: $25 Nonmembers: $40
Wine and hors d’oeuvres will be provided.
You may RSVP via our online registration form up until noon the day prior to the event to secure the discounted rate. All RSVPs after that time will be charged the walk-in rates. If you have reserved a seat and are unable to attend, you must notify the chapter by noon the day before the event.
Both member and nonmember “no shows” who have not withdrawn their registrations by noon the day before the event will be billed the nonmember rate of $25 to reimburse the chapter for the seat reserved and paid for on their behalf.