CRM Success Steps and Strategies

Sponsored by the Small Firm/Solo Marketer SIG

Domain: Technology Management

Based on research from respected business organizations, up to 70% of CRM implementations can 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 fail. With the right strategy, a CRM implementation can actually improve client service, strengthen relationships and increase firm revenue.
Whether you’re 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 provide you with information, ideas and best practices to overcome those challenges. It will also explore some recent product enhancements and developments in CRM technology that can provide new options for success. Some key takeaways include:
1. Gain acceptance from key stakeholders and user groups whose participation is critical to success
2. Make informed decisions regarding system selection and integration
3. Avoid pitfalls and navigate roadblocks in law firm CRM implementations
4. Set realistic expectations and goals for CRM success
5. Create the framework for internal communications and training plans

Chris Fritsch, CRM Success Consultant
Sheryl Miller, Marketing & Business Development Manager, Caplin & Drysdal

Price: Complimentary for Members

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