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From the Trenches:
Creating a CRM Strategy that Works 

October 16, 2018 | 12:00 PM - 2:00 PM

Jennifer Whittier, President, Cole Valley Software
Paul Bonner, Director of Marketing, Venable
Jacqueline Madarang, Senior Marketing Technology Manager, Bradley

The LMA Capital Group is pleased to bring you this special preview program, which starts a conversation about CRM that will culminate with a roundtable discussion at the first-ever LMA Mid-Atlantic Regional Conference on November 1. We hope you’ll join us!

You did your homework -- you obtained buy-in from your firm and you've successfully deployed your CRM. Congratulations! You can sit back and rest easy now, right? Not so fast. There's a reason so many implementations fail. In addition to lack of accountability, many CRM implementations lose momentum due to unfocused or ineffective strategy.

Led by CRM professionals from the law firm side and partner side (Martech and IT professionals + CRM provider), attendees will learn from those who have successfully implemented CRM and maintained momentum to use CRM to execute marketing and business development strategy and win new business for their firms.  In this interactive workshop, attendees will learn how to engage their users and ensure they continue to use CRM long after it's been deployed.

While firm culture plays a significant role in the adoption of new technology, there are a number of things marketers can do to maintain momentum. Of course, there are the standard recommendations: identify your champions, show value to your lawyers and communicate your successes. While none of these should be discounted, there is so much more that can be done.

Attendees will learn about concepts that lead to new business and ROI, like tracking and experience management. Through audience engagement and use of real-world scenarios, attendees will leave with a road map to drive these initiatives at their own firms, keeping their attorneys accountable for using the technology they've worked so hard to implement.

Key takeaways for the audience:

  • How to craft a CRM strategy that keeps attorneys accountable;
  • Obtain ROI from your CRM system;
  • Create a system for tracking business development and marketing activity (and what to track);
  • Reporting; and
  • Collaborating across firm departments.


D.C. Bar
901 4th Street NW
2nd floor
Washington, DC 20001

The D.C. Bar just moved into its new digs, and we’re thrilled to be one of the first guests. For more info on this amazing space, check out the Bar’s website.


LMA Members Early Bird (through October 9th) $30.00
LMA Members Late Registration (beginning October 10th) $40.00

Prospective Members Early Bird (through October 9th) $45.00
Prospective Members Late Registration (beginning October 10th) $60.00

Note: You must be logged in to the LMA website to receive the member rate.


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Important Information

The LMA event management tool requires logging into your account to receive member pricing. Simply click the registration link above, select "Register Using Your Member Account" and follow the login prompts.

If you do not remember your username or password, select "Username and/or Password Help", enter the email account associated with your LMA membership, and follow the prompts.  Non-members may also create guest logins.

Walk-ins are welcome as space permits. Cash or checks made payable to "LMA Mid-Atlantic Region" will be accepted at the door.

Any cancellations made before October 9 will be fully refunded. All cancellations made after that date will be billed in full. Registrations may be transferred, however price differences between member and non-members will be billed accordingly.