Chicago: Unlocking the Hidden Value in Your CRM


Chicago: Unlocking the Hidden Value in Your CRM

Tuesday, July 21 | Noon – 1 p.m. CT

Join us for Unlocking the Hidden Value in Your CRM, where we will explore how firms can better use the data they already have to drive business development impact. Attendees can expect both industry and in-house perspectives on improving visibility into relationships, making data more actionable, and getting more value from existing CRM and ERM systems, along with discussion on how AI is shaping the future of business development infrastructure.

Lunch will be provided.

Key Highlights:

  • Why traditional CRM approaches have struggled to drive meaningful behavior change 
  • Where valuable relationship data already exists and why it often remains underutilized 
  • Practical steps to improve visibility, usability, and business development impact without starting over 
  • How AI and emerging tools are changing the way firms use relationship data 
  • Don't miss out on this opportunity to rethink how your firm approaches relationship data and business development. Register now! 

Special thanks to our sponsor, TRĒ AI, for their generous support of this event. 

For more information, contact Anne Heathcock at anne@heathcockmarketing.com.

LMA Body of Knowledge: Technology Management, Business Development, Communications


Our Speakers:

Todd Miller
Chief Executive Officer, TRĒ AI

Todd Miller is the chief executive officer of TRĒ AI. Serial entrepreneur and turnaround/pivot executive, responsible for the successful launch and exit of three knowledge management companies and business units, including gwabbit (acquired by Intapp) and WebFeat (acquired by ProQuest). Todd has published five books, has five information technology patents, has received awards from Gartner, CES, and IDG DEMO, and was featured in IBM’s “Success Stories” campaign and speaking tour.


Paul Talaga
Vice President of Sales, TRĒ AI

Paul is a highly driven, strategic sales executive with proven success in generating new business and establishing valuable and long lasting relationships. Over 10+ years of professional services experience helping drive customer value and world class client service.


Details:
DLA Piper LLP (US)
444 W Lake Street
Suite 900
Chicago, IL 60606

Cost:
LMA Members: $10
Prospective LMA Members: $20

Thank you to our sponsor!

For questions or concerns about your event registration, please contact lmamidwest@legalmarketing.org

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