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LMA Midwest-Michigan: Choosing the Right CRM for Your Firm
March 28, 2023 @ 11:00 am - 12:00 pm
Not all CRM systems are the same – and neither are any two law firms. Each is different, with its own unique requirements, needs, and budget.
Respected researchers suggest that up to 70% of CRM implementations fail to meet expectations. And a failed CRM implementation can be extremely costly, not just because of the financial expense but also in terms of lost time, resources, and credibility.
The good news is CRM success is possible. If you simply follow a few critical steps before and during the selection process, you can select a system that will help you achieve your firm’s goals, enhance adoption, provide value to your users, and generate a return on your firm’s investment.
Join Chris Fritsch, CRM Success Consultant and the Founder of CLIENTSFirst Consulting, as she explores and helps us understand how to choose the right CRM for your firm, including:
- Initial requirements gathering and needs assessment.
- Vendor negotiation, selection, and implementation.
- Actionable tips, information, ideas, and best practices for ongoing success.
No matter your firm’s size or whether you’re embarking on your first CRM implementation or contemplating a system switch, this program will provide insights and ideas to help you navigate the selection process.
