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

Track: LMATech Midwest 2017

Session Number: 119
Date: Mon, Sep 25th, 2017
Time: 1:00 PM - 2:00 PM
Room: Michigan Room

Description:

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
Session Type: Presentation or Panel
Cross-Listed Tracks: Presentation or Panel

Body of Knowledge (BoK) areas: Business Development, Marketing Management and Leadership, Technology Management
Session Type: Presentation or Panel
Cross-Listed Tracks: Presentation or Panel

Body of Knowledge (BoK) areas: Business Development, Marketing Management and Leadership, Technology Management