Secrets of CRM Success - How to Minimize Mistakes and Maximize Results

According to respected business research organizations, up to 80% of CRM implementations 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. With the right strategy, planning, and processes in place, a CRM implementation can actually improve Client service, strengthen relationships and increase firm revenue.

Whether you are 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 will provide you with best practices, ideas and effective solutions for success.

Speaker:  Chris Fritsch
As a Client Development Technology 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 business development and technology, relationship intelligence, competitive intelligence, and utilizing technology to strengthen client relationships.

Speaker:  Deborah Holt
Deborah Holt is the founder and President of DH Training & Technology Consulting. Deborah has been working with law firms, corporate legal departments and business nationwide for over twenty years.

Deborah has been working with contact relationship management software since 1995. Her experience helping companies design and use this powerful application has given her a broad perspective on the complexity of making CRM a core part of an organization’s business development strategy. Deborah is currently one of the co-chairs for the Northern California InterAction Users Group. Her contributions to the bi-monthly meetings earned her the distinct honor of being the first vendor to be invited to participate as a chairperson for the group. Deborah is also an ILTA presenter. Her presentation, How to Increase Attorney Participation in InterAction, was a great success at the 2007 National Conference in Orlando.

Deborah’s expertise and thorough understanding of the culture of law firms and corporate legal departments ensures clients receive the best return on their technology investment.

Special thanks to our sponsor: