New York: A Tale of Two CRM Systems

Calendar: Metro New York Calendar
Type: Public
Title: New York: A Tale of Two CRM Systems
Group: Organization Members
Owner: Susan Russon [LMA Northeast]
Start: Jul 19, 2018 12:00 PM America/Eastern
End: Jul 19, 2018 02:00 PM America/Eastern
Description: For years, the majority of law firms have been using CRM the same way: as a fancy way to organize and update contacts, create mailing lists, manage events and sometimes even to identify and leverage client relationships. This approach has worked because it has a number of important benefits.

But in a legal market that’s increasingly competitive, some say it’s time to try something new—and a small but increasing group of firms are taking a different approach, using CRM as a true business intelligence and business development tool.

Join Chris Fritsch, Founder and CRM Success Consultant at CLIENTSFirst Consulting, as she leads a discussion about two very different CRM implementations. She will be joined by panelists Kenya Jiu, Marketing Manager at Kobre & Kim LLP and Shawn Koupal, Head of Marketing and Business Development at Shearman & Sterling LLP, who will share their experiences leading the implementation of CRM systems at their respective firms. The panelists will share tales of two firms who have implemented different CRM systems in completely diverse ways to achieve comparable successes.

But both firms are successful – and each has had their share of challenges! During this presentation, you will benefit not only from their wisdom, but also learn from their mistakes. They will share best practices in some key areas of CRM success including:

 Evaluating and selecting the right CRM system
 Setting realistic expectations and achievable goals
 Gaining leadership buy-in
 Getting system adoption and utilization
 Avoiding pitfalls and navigate roadblocks in implementations
 Constructing a plan to enhance CRM success
 Measuring success and return on investment

Registration link is open!
Location: Cahill Gordon Reindel LLP, 80 Pine Street, NY NY 10005
Registration Link:
Contact Name: LMA Northeast Region Administrator
Contact Email:

July 2018 Program Sponsor