New York: So, Your Firm Wants to Adopt a New CRM

New York: So, Your Firm Wants to Adopt a New CRM

Wednesday, July 15 | 2-3 p.m. ET

Your firm is thinking about a new CRM. Maybe you've been through an implementation before. Maybe you're starting from scratch. Either way, the path forward starts with the right questions, not the right software. Join us for a practical, no-fluff session designed specifically for law firm marketing and BD professionals navigating the CRM landscape.

Topics will include:

  • What does "success" look like for your firm?
  • Is your firm ready, and how do you know?
  • Common CRM challenges and how to avoid them
  • Governance, ownership, and stakeholder alignment
  • Fix it or ditch it? Making the optimize-vs-replace call
  • Building a roadmap for CRM selection and adoption
  • Measuring value and long-term success

Cost:
Members: Complimentary

Location: 
Virtual, a zoom link will be provided upon registration.

Speakers:

Jen Ritter Tomasik
Marketing Technology & Innovation Manager, Parker Poe Adams & Bernstein LLP

With 20+ years in law firms across marketing, technology, and training, Jen leads marketing technology strategies that enable growth, strengthen data integrity, and improve how teams work. In her role as Marketing Technology and Innovation Manager, sits at the intersection of people, process, and platforms, ensuring technology doesn’t just exist, but truly works for the firm.


Jason Kennedy
Chief Executive Officer, Choate Frazier

A former boutique Accounting firm CMO and Am Law 100 Director of Marketing Ops, Jason Kennedy works at the intersection of Marketing, Data and Technology. With his firm Choate Frazier, he helps professional services firms with their marketing operations, analytics and technology challenges.

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

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