It is widely known that in professional service organizations, business development and marketing teams are tasked with supporting firmwide growth strategies. This presentation will explore what organizations are doing as they settle into the “new normal”, which is a competitive landscape. We will discuss what organizations are (or are not) doing to develop a game plan to sustain a long-term, revenue-generating pipeline of clients.
We'll also touch on key points that organizations need to make in order to achieve success in developing workflows and processes which in turn can be supported by technology to track and measure the outcomes of supporting initiatives.
Technology is the key to turning intimate client details into measurable data insights. It provides attorneys, as well as business development and marketing leaders, the targeted information to expedite the client/opportunity discovery process. Software solutions can enhance attorney collaboration/interaction and help save work that should be spent on billable time. Having the right people, tactics, and tech tools are key factors in effectively executing a business development strategy.
During this informative session, attendees will learn:
- How to effectively focus, track, and measure your business development strategy
- Actionable items emphasizing effective ways to development and manage business development workflows/processes
- Approaches to be an advocate for business development and marketing technologies
February 5, 2019 12:00 - 1:30 PM
12:00 - 12:30 Registration and Networking
12:30 - 1:30 Presentation
Liskow & Lewis
701 Poydras Street
New Orleans, Louisiana 70139
Prospective Members: $40
Questions? Contact Brett Napier, firstname.lastname@example.org.
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Duane Eddy has worked in the CRM market for almost 20 years. For the first 15 years, he was focused on providing technical consulting services with LexisNexis InterAction, performing many tasks such as installation, upgrades, report development, customizations, etc. He is a problem solver, using his years of experience and technical knowledge to find creative CRM solutions. As a Client Advisor, he is a CRM ambassador, looking to make sure all customers are successful with their CRM implementations. He focuses on helping clients with the CRM strategies and initiatives and to get the most out of their solutions.
Pam Tobias has more than 15 years of legal marketing experience, with a focus on CRM and other marketing technologies. For the last 15 years, she has focused specifically on LexisNexis InterAction, working with business development, events, communications and other teams to align the database for business planning, key account management and other vital marketing, business development and firm initiatives. She also specializes in repositioning misunderstood (or failed) systems working closely with marketing, business development and IT. As a Client Advisor at LexisNexis, she focuses on helping clients be successful with their marketing and business development strategies and initiatives by integrating technology into growth strategies and everyday business processes.
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