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From Soup to Nuts: Successful CRM Rollout (Case Studies)

The following content is presented by the LMA Midwest Region.

Domain:  Business Development, Marketing Management and Leadership, and Technology Management

This will be a show and tell and interactive program discussing how to successfully implement a firm-wide CRM initiative. Hear from people who have led such initiatives at their firm. They will share what worked and lessons learned.

Attendees will leave with the following takeaways:

  • How to do a strategic CRM assessment
  • How to get buy-in from management
  • How to get user adoption and value - continued training
  • How to work with other departments - IT, Finance, HR, Training and your service providers
  • How to create a roadmap aligned with IT
  • Best practices on communication, planning, training
  • Successfully managing change management issues
  • Guides and templates, tools to use for project management

Presenter(s):
Jacqueline H. Madarang, Bradley Arant Boult Cummings LLP
Jennifer M. Whittier, Cole Valley Software
Christina R. Fritsch, JD, CLIENTSFirst Consulting
Jasmine C. Trillos-Decarie, Stoel Rives
Jason Bentley, Bradley Arant Boult Cummings, LLP


Member Price: $0
Prospective Member Price: $59

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Video-Recorded Session

This session includes video, audio and synced presentations for an enhanced virtual learning experience.